Insider Cluster (2 insiders) ·Filed Jun 29, 2026

GWRE

Guidewire Software, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed3mo ago
Insider cluster: 2 insiders, $292K total
Actionable Insight • Neutral

These sales are trivial in size at 0.003% of market cap and are consistent with routine portfolio diversification. No bearish read-through is warranted given the asymmetry rule — cluster sells are weak predictors. Historical model calls on GWRE have been heavily negative on average, suggesting any directional signal would likely be unreliable. Ignore this cluster.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
GWRE ▲ +24.25% at T+60d
NEUTRAL call ✓ call won +24.25% · α vs SPY +21.43% · entry $123.05 → $152.89
Entry anchored
Jun 29, 03:59 PM ET
via exchange tick
T+1d
+3.74%
call +3.74% · α +3.87%
$127.65
settled 3mo ago
T+5d
+11.82%
call +11.82% · α +11.21%
$137.59
settled 3mo ago
T+20d
+21.32%
call +21.32% · α +22.34%
$149.28
settled 2mo ago
T+60d
+24.25%
call +24.25% · α +21.43%
$152.89
settled 9d ago

Price Chart

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Executive Summary

GWRE's CEO and CFO collectively sold $292K in shares over the past week. CEO Rosenbaum sold $149K at $124.29 and CFO Cooper sold $143K at $105.67. The total represents roughly 0.003% of market cap, a trivial amount with no informational signal. Historical calibration shows the model has been over-scoring GWRE (avg call P&L T+20 -5.85%, 20% win rate), reinforcing the need for a low impact score.

Key Financial Metrics

Direction
selling
Total Value
$292.0K
Insiders
2

Key Facts

  • CEO Rosenbaum sold 1,200 shares for ~$149K on 2026-06-29
  • CFO Cooper sold 1,300 shares for ~$142K on 2026-06-22
  • Total cluster value ~$292K, or ~0.003% of GWRE's $10.1B market cap
  • Both transactions are open-market sales, no 10b5-1 plan designation noted

Financial Impact

~$292K total sales, negligible relative to $10.1B market cap

insider holdings

Risk Factors

  • Insider sales were not flagged as 10b5-1, but the miniscule dollar amount makes it noise
  • Historical calibration shows the model has performed poorly on GWRE (avg T+20 -5.85%, 20% win rate), indicating possible over-scoring in the past

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
86% bullish (21 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-GWRE-1782772202716
15 reports for GWRE
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+60▲ +50.49%Jun 4, 2026
Filters
Rows
Reports for GWRE — sortable, filterable
TypeNow
Sep 1, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$192.76 $142.58▼ −26.03%▼ −25.70%$152.15 (−21.07%)
Aug 27, 2026
5w ago
Insider Cluster
NEUTRAL ★ 2/10
$201.09 $149.72▼ −25.55%▼ −25.44%$152.15 (−24.34%)
Aug 26, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$201.09 $149.72▼ −25.55%▼ −25.44%$152.15 (−24.34%)
Aug 24, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$188.34 $152.89▼ −18.82%▼ −19.07%$152.15 (−19.22%)
Aug 20, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$181.79 $144.29▼ −20.63%▼ −20.63%$152.15 (−16.30%)
Jul 13, 2026
11w ago
Insider Cluster
NEUTRAL ★ 2/10
$140.71 $176.65▲ +25.54%▲ +23.05%$152.15 (+8.13%)
Jul 9, 2026
12w ago
Insider Cluster
NEUTRAL ★ 2/10
$136.13 $170.53▲ +25.27%▲ +22.84%$152.15 (+11.77%)
Jun 29, 2026
13w ago
Insider Cluster
NEUTRAL ★ 2/10
$123.05 $149.28▲ +21.32%▲ +22.34%$152.15 (+23.65%)
Jun 17, 2026
15w ago
Insider Cluster
BEARISH ★ 6/10
$111.17 $148.91▼ −33.95%▼ −32.63%$152.15 (−36.86%)
Jun 16, 2026
15w ago
144
NEUTRAL ★ 2/10
$111.17 $148.91▲ +33.95%▲ +32.63%$152.15 (+36.86%)
Showing 10 of 15

US Market Status

Market Closed — Opens Mon (65h 1m)

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Report published Jun 29, 2026