Guidewire sets June 4 webcast on Q3 fiscal 2026 results
Guidewire (NYSE: GWRE) announced it will release its third-quarter fiscal year 2026 financial results after market close on Thursday, June 4, 2026. The company will host an audio webcast at 2:00 p.m. PT (5:00 p.m. ET) on the same day to discuss the results, accessible via its Investor Relations website. A replay of the webcast will be available for three months.
GWRE (GWRE) multiple restricted-stock sales reported in Form 144
Guidewire Software, Inc. (GWRE) has filed a Form 144, indicating multiple restricted-stock sales by an affiliated holder. The filing details several dispositions of 1,200 shares and one larger sale of 4,737 shares on March 17, 2026, with transactions spanning from February 23, 2026, to May 11, 2026. Analysts consider the filing routine, noting that while dollar amounts for individual trades are provided, the ultimate recipients of proceeds and specific sale methods are not detailed.
Guidewire Software (NYSE:GWRE) CEO Sells $153,828.00 in Stock
Guidewire Software CEO Michael George Rosenbaum sold 1,200 shares of the company's stock for $153,828 on May 18th, as part of a pre-arranged trading plan. This sale follows a pattern of regular share divestments by the CEO in recent weeks. Despite strong quarterly earnings reported earlier this year, the stock has been trading below its 12-month high.
Insider Sell: Michael Rosenbaum Sells Shares of Guidewire Softwa
Michael Rosenbaum, CEO of Guidewire Software Inc (GWRE), sold 1,200 shares of the company on May 18, 2026, reducing his holding to 210,406 shares. Over the past year, Rosenbaum has sold 115,994 shares with no purchases, contributing to a pattern of 90 insider sells and no buys for the company. Despite Guildewire's shares trading at $128.19 with a high P/E ratio, its price-to-GF-Value ratio of 0.65 suggests the stock is significantly undervalued according to GuruFocus.
Guidewire CEO Michael Rosenbaum sells $153,828 in company stock
Guidewire Software CEO Michael Rosenbaum sold 1,200 shares of company stock for $153,828 on May 18, 2026, as part of a pre-arranged trading plan. This sale occurred despite the stock declining 39% in the past six months, though the company maintains a strong market cap and has received positive analyst ratings following better-than-expected fiscal Q2 results. Analysts like DA Davidson, Stifel, and RBC Capital have reiterated Buy/Outperform ratings, while Needham holds a Neutral stance due to valuation concerns.
Guidewire Software (GWRE) CEO logs 1,200-share 10b5-1 stock sale
Guidewire Software CEO Michael George Rosenbaum sold 1,200 shares of common stock at an average price of $128.19 per share. This transaction was conducted automatically under a Rule 10b5-1 trading plan established on October 14, 2025, indicating it was a pre-scheduled sale. Following the sale, Mr. Rosenbaum directly holds 210,406 shares of GWRE.
Amplitude, Domo, PagerDuty, and Guidewire Software Shares Are Soaring, What You Need To Know
Shares of Amplitude, Domo, PagerDuty, and Guidewire Software jumped as investor confidence in traditional software companies rebounded. The market is softening its view on the existential threat of AI to SaaS companies, recognizing their established relationships, proprietary data, and deep integrations as advantages. This shift suggests a potential re-rating for the sector, as these companies are seen as well-positioned to leverage AI rather than be replaced by it.
Guidewire Software Jumps 5.3% Amid Sector-Wide Rally
Guidewire Software (NYSE:GWRE) saw its stock surge by 5.3% to $130.25 on Friday, May 15, 2026, reaching a market capitalization of $11.1 billion. This increase was part of a broader sector-wide rally in application software stocks, with no specific company-related news driving Guidewire's gains. Investors are advised to monitor whether this sector-wide momentum continues.
Guidewire Rally Puts Russell 1000 Software Story In Focus
Guidewire Software (GWRE) is gaining attention due to strong cloud insurance demand, positive quarterly results, and software modernization trends. The company specializes in cloud-based platforms for property and casualty insurers, offering solutions for policy, billing, claims, and analytics. Future growth is expected to be driven by continued cloud adoption, demand for insurance technology, profitability improvements, and customer expansion.
Baron Capital Group reports 6.59M-share stake in Guidewire (GWRE)
Baron Capital Group and associated entities have reported a beneficial ownership of 6.59 million shares, equating to a 7.79% stake in Guidewire Software, Inc. (GWRE). This disclosure, made via an amended Schedule 13G/A SEC filing, indicates that the shares are held for advisory clients, with Baron Capital Group, BAMCO, BCM, and Ronald Baron identified as reporting persons. The filing clarifies the control relationships within the group and notes that clients retain rights to dividends and proceeds.
Guidewire Software Jumps 5.3% Amid Sector-Wide Rally
Guidewire Software (NYSE:GWRE) saw its stock surge 5.3% to $130.25 on Friday, May 15, 2026, as part of a broader sector-wide rally in application software stocks. The move was not attributed to any specific company news but rather reflected a coordinated advance across its peers, with investors rotating capital into the sector. The sustainability of these gains will likely depend on continued market sentiment for application software stocks.
Linonia reports 9.0% stake in Guidewire (GWRE) via 7.65M shares
Linonia Partners Fund LP and its affiliated entities have reported a 9.0% beneficial ownership stake in Guidewire Software, Inc. (GWRE) through a Schedule 13G/A SEC filing. This stake amounts to 7,651,130 shares of common stock, based on 84,657,470 shares outstanding as of February 27, 2026. The filing indicates shared voting and dispositive power among Linonia Partners Fund LP, The Linonia Partnership LP, The Linonia Partnership GP LLC, and Philip Uhde.
Massachusetts Financial Services reports 2.995M GWRE stake (NYSE: GWRE)
Massachusetts Financial Services Company (MFS) has reported a beneficial ownership of 2,995,337 shares of Guidewire Software, Inc. (GWRE) Common Stock, representing a 3.5% passive stake. This disclosure, made via a Schedule 13G/A SEC filing, indicates MFS holds sole voting power over 2,872,289 shares and sole dispositive power over all 2,995,337 shares. The filing emphasizes that this is a passive investment, with limited immediate market implications.
Stock Traders Buy Large Volume of Guidewire Software Call Options (NYSE:GWRE)
Guidewire Software (NYSE:GWRE) recently experienced unusually high call option trading, with 1,297 call options purchased in a single day, marking a 1,563% increase over the daily average. This surge in options activity comes despite recent insider share sales by executives like President John P. Mullen and CFO Jeffrey Elliott Cooper, totaling over $5 million. The company, which specializes in software for P&C insurance carriers, has a consensus "Moderate Buy" rating from analysts and recently surpassed quarterly earnings and revenue expectations.
Guidewire Software, Paylocity, BILL, GitLab, and Sprinklr Stocks Trade Down, What You Need To Know
Several software stocks, including Guidewire Software, Paylocity, BILL, GitLab, and Sprinklr, experienced a downturn following an April PPI report that indicated "sticky and accelerating" inflation. This report led to a rise in Treasury yields and effectively eliminated 2026 rate-cut hopes, increasing the discount rate applied to long-duration growth earnings of software companies. The market's reaction, driven by concerns over technology-related inflation impacting enterprise software spending, caused significant stock declines, with Guidewire Software falling 4.6% and others seeing drops between 3.5% and 4.5%.
Guidewire Software, Paylocity, BILL, GitLab, and Sprinklr Stocks Trade Down, What You Need To Know
Guidewire Software (GWRE), Paylocity (PCTY), BILL (BILL), GitLab (GTLB), and Sprinklr (CXM) stocks all traded down after the April PPI report indicated rising Treasury yields and higher technology-related inflation, effectively eliminating 2026 rate-cut hopes. The increase in the discount rate applied to future earnings negatively impacts software companies, whose revenues are heavily weighted toward long-duration subscription contracts. This market reaction creates potential buying opportunities for high-quality stocks in the sector.
Insider Sell: Michael Rosenbaum Sells Shares of Guidewire Softwa
Guidewire Software Inc CEO Michael Rosenbaum sold 1,200 shares on May 11, 2026, reducing his total holdings to 211,606 shares. Over the past year, Rosenbaum has sold 116,194 shares, with no purchases, as the company has seen 90 insider sells and no buys. Guidewire stock was trading at $136.38, showing a price-to-GF-Value ratio of 0.7, indicating it is significantly undervalued according to GuruFocus's intrinsic value estimate.
Michael George Rosenbaum Sells 1,200 Shares of Guidewire Software (NYSE:GWRE) Stock
Guidewire Software CEO Michael George Rosenbaum sold 1,200 shares of GWRE stock on May 11th for $136.38 per share, totaling $163,656. This sale was part of a pre-arranged Rule 10b5-1 trading plan. Despite recent sales by the CEO, Guidewire Software reported strong quarterly results, beating analyst estimates for earnings and revenue, and analysts maintain a "Moderate Buy" consensus rating for the company.
[Form 4] Guidewire Software, Inc. Insider Trading Activity
Guidewire Software, Inc. CEO Michael George Rosenbaum reported an open-market sale of 1,200 shares of common stock at $136.38 per share on May 11, 2026, executed under a pre-established Rule 10b5-1 Trading Plan adopted in October 2025. Following this transaction, he directly holds 211,606 shares. The sale worth $164,000 is considered a routine liquidity event due to its pre-planned nature and relatively modest size compared to his remaining holdings.
Form 144: GWRE holder posts multiple early-2026 sales, including $776K trade (GWRE)
A Form 144 filing indicates a proposed sale of 1,200 restricted shares of Guidewire Software, Inc. (GWRE) by Morgan Stanley Smith Barney LLC. The filing also details several past sales by an individual identified as "MIKE" in early 2026, including a significant trade of 4,737 shares for over $776,000 on March 17, 2026. This notice serves as an intent to sell restricted securities, with the actual completion and timing of the proposed sale subject to further documentation.
Guidewire Software, Inc. (NYSE:GWRE) Given Consensus Recommendation of "Moderate Buy" by Analysts
Guidewire Software (NYSE:GWRE) has received a "Moderate Buy" consensus rating from 16 brokerages, with an average 12-month price target of $249.85. The company recently reported strong quarterly results, exceeding EPS and revenue expectations. Analysts have adjusted their price targets, with several lowering them, while Zacks upgraded the stock to a "strong-buy."
Guidewire Software Jumps 8.4% Amid Sector-Wide Rally
Guidewire Software surged 8.4% on Thursday, reaching $142.16 with 448,871 shares traded, driven by a broad rally across the software sector rather than company-specific news. The company's gain outpaced many peers, suggesting a reevaluation of software application valuations and benefiting Guidewire. Investors are advised to monitor if this sector momentum continues and if new catalysts emerge.
Danske Bank A S Sells 45,182 Shares of Guidewire Software, Inc. $GWRE
Danske Bank A S significantly reduced its stake in Guidewire Software, Inc. by selling 45,182 shares, decreasing its holdings by 98.9% to 500 shares. This divestment occurred as Guidewire reported strong quarterly results, exceeding EPS and revenue estimates, and authorized a $500 million share repurchase program. Despite the stock trading near its 52-week low and recent insider sales, analysts maintain a "Moderate Buy" rating with a consensus target price of $249.85.
Horizon Investments LLC Sells 11,511 Shares of Guidewire Software, Inc. $GWRE
Horizon Investments LLC reduced its stake in Guidewire Software, Inc. by 63.4%, selling 11,511 shares and retaining 6,632 shares valued at $1.33 million. This comes after company insiders also sold 31,279 shares in the last quarter, while Guidewire reported strong earnings, exceeding analyst expectations, and authorized a $500 million share buyback program. Despite some institutional selling, other firms like Alliancebernstein L.P. and M&T Bank Corp significantly increased their positions in GWRE.
The Cincinnati Insurance Company Deploys Guidewire ClaimCenter to Transform Claims Operations
The Cincinnati Insurance Company has deployed Guidewire ClaimCenter to modernize its claims operations. This move is expected to transform their claims process, indicating a continued trend of insurers adopting advanced software solutions. The article also provides recent analyst ratings and insider trading activity for Guidewire Software Inc. (GWRE).
Guidewire Software (NYSE:GWRE) CEO Sells $170,292.00 in Stock
Guidewire Software CEO Michael George Rosenbaum sold 1,200 shares of GWRE stock on May 4th for a total of $170,292, as part of a pre-arranged trading plan. This sale is one of a series of systematic transactions by the CEO this year, reducing his stake by 0.56% to 212,806 shares. Despite insider selling, the company recently reported strong quarterly earnings, beating analyst expectations, and authorized a $500 million share buyback.
Guidewire (GWRE) CEO 10b5-1 sale leaves 212,806 shares
Guidewire Software, Inc. CEO Michael George Rosenbaum sold 1,200 shares of common stock at $141.91 per share on May 4, 2026, through a pre-established Rule 10b5-1 trading plan. Following this transaction, Rosenbaum directly retains 212,806 shares of Guidewire. This open-market sale, detailed in an SEC Form 4 filing, was executed to comply with regulatory requirements for insider transactions.
Strs Ohio Trims Position in Guidewire Software, Inc. $GWRE
Strs Ohio reduced its stake in Guidewire Software, Inc. by 37.0% in the fourth quarter, selling 19,969 shares and reducing its total holdings to 34,033 shares valued at approximately $6.84 million. This trim comes as company insiders have been net sellers, with 30,079 shares sold in the last three months, though Guidewire recently reported a strong quarterly earnings beat and approved a $500 million share buyback program. Analysts hold a "Moderate Buy" consensus rating for the company with a price target of $249.85.
Insider resale filings for GWRE (NYSE: GWRE) show multiple trades
A Form 144 filing by Morgan Stanley Smith Barney LLC for Guidewire Software, Inc. (GWRE) indicates proposed resales of common stock. The filing details multiple past transactions by an individual identified as "MIKE ROSENBAUM," primarily involving sales of 1,200 shares on various dates between February and April 2026, alongside a larger disposition of 4,737 shares on March 17, 2026. This document is a regulatory notice for transparency regarding large stock sales that may impact the stock's price.
Conestoga Capital Advisors LLC Increases Position in Guidewire Software, Inc. $GWRE
Conestoga Capital Advisors LLC has increased its stake in Guidewire Software, Inc. (NYSE:GWRE) by 3.9% during the fourth quarter, now owning 259,598 shares valued at approximately $52.18 million. The company reported strong quarterly earnings, beating analyst expectations with $1.17 EPS and $359.1 million in revenue, a 24% year-over-year increase. Guidewire's board also approved a $500 million share buyback plan, while analysts maintain a "Moderate Buy" rating with a consensus target price of $249.85.
Vanguard Capital Management (GWRE) reports 5.30% ownership in Guidewire
Vanguard Capital Management has reported a 5.30% ownership stake in Guidewire Software Inc. through a Schedule 13G SEC filing. This represents beneficial ownership of 4,492,568 shares, with Vanguard exercising sole dispositive power over all these shares and sole voting power over 649,507 shares. The filing aggregates holdings across various Vanguard business units, indicating a passive investment.
Vanguard Group Inc. Sells 86,139 Shares of Guidewire Software, Inc. $GWRE
Vanguard Group Inc. reduced its stake in Guidewire Software, Inc. by 1.0%, selling 86,139 shares but still holding 8,953,238 shares valued at approximately $1.80 billion. This comes as Guidewire Software exceeded Q1 earnings expectations and authorized a $500 million share repurchase program. Despite these positive indicators, company insiders have sold over 31,000 shares worth $4.84 million in the last quarter, with Vanguard's move reflecting a slight trimming of its large position.
Vanguard (GWRE) discloses 4.62M shares, 5.45% ownership
Vanguard Portfolio Management has reported a beneficial ownership of 4,616,869 shares of Guidewire Software Inc. common stock, which represents a 5.45% stake. This disclosure was made via a Schedule 13G SEC filing, indicating a passive investment. While Vanguard Portfolio Management has sole dispositive power over all these shares, its sole voting power is limited to 22,298 shares, with the holdings attributed to various Vanguard affiliate accounts and funds.
Guidewire Software (NYSE:GWRE) - Stock Analysis
This Simply Wall Street analysis of Guidewire Software (NYSE:GWRE) provides a detailed stock report, indicating it is 39.7% undervalued with earnings forecast to grow by 15.97% annually. The report highlights accelerating cloud adoption and AI as key drivers for future growth in the insurance industry, despite recent analyst adjustments to price targets due to software multiple compression and AI sentiment. It also covers the company's financial health, past performance, recent news including insider selling, and comparisons with competitors.
Comerica Bank Acquires 26,912 Shares of Guidewire Software, Inc. $GWRE
Comerica Bank increased its holdings in Guidewire Software, Inc. by 52.0% during the fourth quarter, acquiring an additional 26,912 shares and bringing its total ownership to 78,659 shares valued at $15.81 million. Other institutional investors also adjusted their stakes in GWRE, while the company itself authorized a $500 million stock repurchase plan. Despite strong quarterly earnings and revenue growth, insider selling by CFO Jeffrey Elliott Cooper and President John P. Mullen was noted.
Allspring SMID Cap Growth Fund's Guidewire Software Inc(GWRE) Holding History
As of December 31, 2025, Allspring SMID Cap Growth Fund held 102,648 shares of Guidewire Software Inc (GWRE), valued at $20.63 million, representing 2.36% of their portfolio. The fund initiated its position in Q3 2025 with an average purchase price of $225.17 per share. Based on the current price of $138.39, the estimated gain on these holdings is a loss of $8.91 million, or -38.54%.
Insider Sell: Michael Rosenbaum Sells Shares of Guidewire Softwa
Guidewire Software Inc CEO Michael Rosenbaum sold 1,200 shares of the company on April 27, 2026, reducing his total holdings to 214,006 shares. Over the past year, Rosenbaum has sold 116,594 shares with no purchases, and there have been 91 insider sells compared to zero insider buys at the company. Despite a high P/E ratio relative to the industry, Guidewire Software is considered modestly undervalued at $138.09 per share with a GF Value of $194.06.
Insider Sell: Michael Rosenbaum Sells Shares of Guidewire Software Inc (GWRE)
Michael Rosenbaum, CEO of Guidewire Software Inc (GWRE), sold 1,200 shares of the company on April 27, 2026, bringing his total ownership to 214,006 shares. This transaction follows a pattern of significant insider selling over the past year, with no insider buys. The stock is considered modestly undervalued with a price-to-GF-Value ratio of 0.71, despite a high price-to-earnings ratio compared to the industry median.
Michael George Rosenbaum Sells 1,200 Shares of Guidewire Software (NYSE:GWRE) Stock
Guidewire Software CEO Michael George Rosenbaum sold 1,200 shares of GWRE stock on April 27, 2026, for a total of $165,708. This transaction was part of a pre-arranged Rule 10b5-1 trading plan and reduced his holdings by 0.56%. Despite consistent insider selling since February, Guidewire recently exceeded quarterly earnings estimates and authorized a $500 million share buyback program.
Guidewire CEO Michael Rosenbaum sells $165,708 of company stock
Guidewire Software CEO Michael Rosenbaum sold 1,200 shares of company stock totaling $165,708 on April 27, 2026. This transaction was executed under a 10b5-1 trading plan. The sale followed a 44.9% decline in the stock over six months and comes amidst recent positive financial results, including strong fiscal second-quarter earnings and raised guidance, though some analysts noted valuation concerns.
Small 10b5-1 sale by Guidewire (NYSE: GWRE) CEO Michael Rosenbaum
Guidewire Software, Inc. CEO Michael George Rosenbaum sold 1,200 shares of common stock at $138.09 per share, a transaction conducted automatically under a pre-arranged Rule 10b5-1 Trading Plan adopted in October 2025. This sale represents a small fraction of his total holdings, as he still retains 214,006 shares. The transaction is considered routine portfolio management rather than a significant shift in insider sentiment.
Multiple insider stock sales reported (NYSE: GWRE)
A recent SEC Form 144 filing indicates multiple common stock sales by insider "MIKE" for Guidewire Software, Inc. (NYSE: GWRE). The filing details several open-market transactions, including sales on April 20, 2026, for 1,200 shares yielding $167,700.00, and also lists restricted and performance shares dated March 15, 2023, designated for future sale. These are routine disclosures under Rule 144, providing transparency on insider trading activity.
Guidewire Software Jumps 6.1% Amid Sector-Wide Rally
Guidewire Software (GWRE) surged 6.1% on Friday, closing at $139.28 with a volume of 988,443 shares, as part of a broad sector-wide rally in software stocks. This gain reflects a general positive sentiment towards the software industry, with other companies like Unity Software, HubSpot, and Nutanix also seeing significant increases. The rally appears to be driven by sector dynamics rather than company-specific news for Guidewire, indicating a broader market shift or technical buying interest.
Guidewire Software Inc. (GWRE) Launches ProNavigator AI Assistant in Palisades Release
Guidewire Software Inc. (NYSE: GWRE) has launched ProNavigator, an AI assistant designed for the insurance industry, as part of its Palisades release. This tool provides context-aware insights to underwriters, claims adjusters, and billing specialists, grounded in the insurer’s unique source material. ProNavigator focuses on security and control with role-based access and audit trails, aiming to transition P&C insurers from AI experimentation to operational adoption.
Guidewire Software Drops 10.0% Amid Sector-Wide Selling
Guidewire Software experienced a significant 10.0% drop, closing at $128.71, as a broad selloff impacted software application peers. Despite no company-specific catalyst, the $10.9 billion insurance platform provider led losses in a sector-wide downturn, with other comparable software companies also seeing sharp declines. The synchronized weakness suggests broader market forces, such as shifting sentiment around interest rates or enterprise spending outlooks, are affecting the valuations of growth-oriented software stocks.
Guidewire Software Inc. (GWRE) Launches ProNavigator AI Assistant in Palisades Release
Guidewire Software Inc. (NYSE: GWRE) has launched ProNavigator, a role-specific AI assistant, as part of its Palisades release. This AI tool is embedded in Guidewire's InsuranceSuite and InsuranceNow applications, designed to provide context-aware insights to insurance professionals within their existing workflows. The platform emphasizes security, control, and efficiency, aiming to help property and casualty insurers transition from AI experimentation to operational adoption, alongside other functional updates in the Palisades release.
Cwm LLC Reduces Stake in Guidewire Software, Inc. $GWRE
Cwm LLC significantly reduced its stake in Guidewire Software, Inc. by 36.5% in the fourth quarter, selling 11,605 shares. Despite recent insider selling by executives, including the CFO and CEO, Guidewire's board approved a $500 million share buyback program after the company beat quarterly earnings estimates. Analysts currently have an average target price of $249.85 for GWRE, which is trading around $142.77.
Guidewire Software (NYSE:GWRE) CEO Michael George Rosenbaum Sells 1,200 Shares
Guidewire Software CEO Michael George Rosenbaum sold 1,200 shares of the company's stock on April 20th for $139.75 per share, totaling $167,700. This sale was conducted under a Rule 10b5-1 trading plan and reduced his ownership by 0.55% to 215,206 shares. The company recently reported strong quarterly earnings, beating analyst expectations, and authorized a $500 million share repurchase program, while analysts maintain a "Moderate Buy" rating with a consensus price target of $249.85.
How Guidewire Software Inc. (GWRE) Affects Rotational Strategy Timing
Guidewire Software Inc. (GWRE) is showing a mix of strong near-term sentiment potentially challenging mid and long-term weakness, with a mid-channel oscillation pattern observed. Predictive AI models have generated distinct trading strategies, including long, breakout, and short positions, alongside multi-timeframe signal analysis. The analysis highlights an exceptional risk-reward short setup and provides entry, target, and stop-loss parameters for various trading approaches.
Guidewire Software CEO sells shares worth $167,700
Michael George Rosenbaum, CEO of Guidewire Software, sold 1,200 shares of company stock for a total of $167,700 via an automatic trading plan established in October 2025. This sale occurred despite the stock gaining 13% over the past week, although it declined 45% over six months. Analyst ratings remain varied, with some reiterating Buy while others adjusted price targets or maintained a Hold rating due to valuation concerns, even as the company reported strong Q2 results and raised its fiscal 2026 guidance.
