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Insider Cluster (2 insiders) ·Filed Oct 26, 2026

GWRE

Guidewire Software, Inc.
NEUTRAL
Impact 3/10
Horizondays Processed1d 1h ago
Insider cluster: 2 insiders, $1.2M total
Actionable Insight • Neutral

The sales are small relative to market cap and executed under pre-arranged 10b5-1 plans, so they carry no negative signal. Monitor the next 10-Q for any change in business momentum or guidance, but this insider activity alone does not warrant concern.

DirectionNeutral
Confidencehigh
Horizondays

Price Chart

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Executive Summary

Two top executives at Guidewire Software (CEO and President) sold a combined $1.22M in open-market sales over a 7-day window. Both trades were executed under 10b5-1 trading plans, indicating pre-planned, non-discretionary sales rather than opportunistic insider selling.

Key Financial Metrics

Direction
selling
Total Value
$1.2M
Insiders
2

Key Facts

  • CEO Michael Rosenbaum sold 1,200 shares at $187.19 for $224,628 on 2026-10-26 under a 10b5-1 plan.
  • President John Mullen sold 5,400 shares at $185.00 for $999,000 on 2026-10-20 under a 10b5-1 plan.
  • Total cluster value is $1.22M, representing approximately 0.008% of Guidewire's $15.5B market cap.
  • Both sales were open-market transactions (Form 4 code S) and marked as part of a 10b5-1 trading plan.

Financial Impact

Total insider sales of $1.22M, which is less than 0.01% of market cap.

dilution

Risk Factors

  • Insider sales are pre-planned and not indicative of near-term negative views.
  • No material risk identified from this cluster.

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
82% bullish (22 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-1793045531536
26 reports for GWRE
Performance horizon
75% Hit rate @ T+60 3 of 4 directional calls Went positive at some point 5 of 6 best @ T+60▲ +50.49%Jun 4, 2026
Filters
Rows
Reports for GWRE — sortable, filterable
TypeNow
Oct 27, 2026
today
Insider Cluster
NEUTRAL ★ 3/10
$181.39awaiting T+60—$169.15 (−6.75%)
Oct 27, 2026
today
8-K
BULLISH ★ 7/10
$183.56awaiting T+60—$169.15 (−7.85%)
Oct 26, 2026
1d ago
144
NEUTRAL ★ 2/10
$183.96awaiting T+60—$169.15 (−8.05%)
Oct 26, 2026
1d ago
Insider Cluster
NEUTRAL ★ 3/10
$183.96awaiting T+60—$169.15 (−8.05%)
Oct 26, 2026
1d ago
144
NEUTRAL ★ 2/10
$188.09awaiting T+60—$169.15 (−10.07%)
Oct 20, 2026
6d ago
Insider Cluster
BEARISH ★ 5/10
$181.90awaiting T+60—$169.15 (+7.01%)
Oct 19, 2026
8d ago
144
NEUTRAL ★ 2/10
$183.58awaiting T+60—$169.15 (−7.86%)
Oct 13, 2026
14d ago
Insider Cluster
BEARISH ★ 4/10
$165.78awaiting T+60—$169.15 (−2.03%)
Oct 9, 2026
18d ago
144
NEUTRAL ★ 3/10
$164.74awaiting T+60—$169.15 (+2.68%)
Sep 21, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$150.46awaiting T+60—$169.15 (+12.42%)
Showing 10 of 26

US Market Status

Market Closed — Opens Wed (15h 42m)

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Report published Oct 26, 2026