Market Cap
$11.7B
GWRE
Guidewire Software, Inc.
$152.21 ▼ -2.00%
Prev close $155.32Market cap$11.7B
ConsensusStrong Buy
12-mo target$213.29 (+40.1%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits Software & IT
Snapshot
The big-picture read on GWRE right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (86%)
Inst. Holders
50 funds
Inst. Value
$7.3B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $33.9M sell
Insider Net $
-$33.9M
Social Sentiment
67° Warm
SEC Reports
15
Price chart 30d -21.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 Insider
Rosenbaum Michael George sold 1,200 shares
Chief Executive Officer @ $142.65 ($171.2K)
Sep 21, 2026 Insider
Rosenbaum Michael George sold 1,200 shares
Chief Executive Officer @ $145.92 ($175.1K)
Sep 18, 2026 Insider
Cooper Jeffrey Elliott sold 994 shares
Chief Financial Officer @ $144.98 ($144.1K)
Sep 17, 2026 short_volume
Sep 1, 2026 SEC Short Volume: GWRE — 67.3% short (0.4M / 0.6M)
Short: 429,926 | Exempt: 223,986 | TRF Vol: 639,188 | Short Ratio: 67.3% | Off-exchange volume (dark
Three top executives at Guidewire Software — the CEO, President, and Chief Accounting Officer — sold a combined $1.08M i
CLUSTER — Impact 2/10
Three top insiders at Guidewire Software — the CEO, President, and Chief Accounting Officer — sold a combined $1.06M in
CLUSTER — Impact 2/10
Two top executives at Guidewire Software — CEO Michael Rosenbaum and President John Mullen — sold a combined $2.87M in o
CLUSTER — Impact 3/10
Jun 30, 2026 Inst.
BAMCO INC /NY/ — ADD
8,994,456 shares ($1.1B)
Analyst ratings buy % +4.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
86% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Sep 9, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Sep 4, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Sep 4, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Sep 4, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Sep 4, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 4, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Sep 4, 2026 | Citizens | REITERATE | Market Outperform | 38% |
| Sep 4, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Sep 4, 2026 | Needham | REITERATE | Hold | 50% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 11 | 3 | 0 | 0 | 86% | |
| Aug 1, 2026 | 8 | 10 | 3 | 0 | 0 | 86% | |
| Jul 1, 2026 | 7 | 10 | 3 | 0 | 0 | 85% | |
| Jun 1, 2026 | 7 | 11 | 3 | 0 | 0 | 86% | |
| May 1, 2026 | 7 | 11 | 3 | 0 | 0 | 86% | |
| Apr 1, 2026 | 7 | 11 | 3 | 1 | 0 | 82% | |
| Mar 1, 2026 | 7 | 11 | 3 | 1 | 0 | 82% | |
| Feb 1, 2026 | 7 | 11 | 3 | 1 | 0 | 82% |
Price targets
Where 14 covering analysts think GWRE trades over the next 12 months.
$213.29 +40.1% upside Strong Buy
Current$152.21 Low$170.00 Median$215.00 High$258.00 14 analysts
$170.00$258.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
15 SEC filing reports analyzed · 2 bullish, 2 bearish, 0 mixed, 11 neutral · avg impact 3.6/10.
NEUTRALCLUSTER2/10
Three top executives at Guidewire Software — the CEO, President, and Chief Accounting Officer — sold
Sep 1, 2026
NEUTRALCLUSTER2/10
Three top insiders at Guidewire Software — the CEO, President, and Chief Accounting Officer — sold a
Aug 28, 2026
NEUTRALCLUSTER3/10
Two top executives at Guidewire Software — CEO Michael Rosenbaum and President John Mullen — sold a
Aug 26, 2026
NEUTRALCLUSTER3/10
Two top executives at Guidewire Software (CEO and President) sold a combined $2.89M in open-market s
Aug 24, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 17, 2026
short_volume
Short Volume: GWRE — 67.3% short (0.4M / 0.6M)
Short: 429,926 | Exempt: 223,986 | TRF Vol: 639,188 | Short Ratio: 67.3% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: GWRE — 58.6% short (0.3M / 0.5M)
Short: 317,712 | Exempt: 410 | TRF Vol: 542,414 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: GWRE — 58.0% short (0.4M / 0.7M)
Short: 377,342 | Exempt: 0 | TRF Vol: 650,983 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_interest_report
Short Interest: GWRE down 23% to 3.2M shares
Settlement 2026-09-15 | Days to cover: 1.50 | ≈3.87% of shares outstanding (est.)
Sep 11, 2026
short_volume
Short Volume: GWRE — 61.2% short (0.5M / 0.7M)
Short: 451,670 | Exempt: 779 | TRF Vol: 738,534 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.72 | $0.48–$1.10 | 9.8% | -10.9% | 0↑ 9↓ | $0.4B | 15 |
| Next Q | $1.07 | $0.84–$1.32 | -8.2% | +1.2% | 6↑ 2↓ | $0.4B | 14 |
| Current FY | $4.19 | $3.30–$4.86 | 22.1% | +2.2% | 8↑ 4↓ | $1.7B | 15 |
| Next FY | $5.35 | $4.32–$6.10 | 27.6% | +4.7% | 7↑ 3↓ | $2.0B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.725 | — |
| 7d ago | $0.725 | — |
| 30d ago | $0.814 | -0.089 |
| 60d ago | $0.799 | -0.074 |
| 90d ago | $0.837 | -0.112 |
Institutional ownership
Which big funds own GWRE (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.3B total value (59,523,487 shares) as of 2026-Q2. Top holders: BAMCO, BlackRock,, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BAMCO INC /NY/ | 8,994,456 | $1.1B | 15.1% | ADD +36.3% |
| BlackRock, Inc. | 8,909,665 | $1.1B | 15.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,507,288 | $554.6M | 7.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,845,465 | $473.2M | 6.5% | — |
| Darsana Capital Partners LP | 3,804,000 | $468.1M | 6.4% | — |
| STATE STREET CORP | 2,681,587 | $330.0M | 4.5% | — |
| JPMORGAN CHASE & CO | 2,249,339 | $272.3M | 3.7% | DOUBLED +162.2% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,028,908 | $249.6M | 3.4% | TRIM -32.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,635,297 | $201.3M | 2.7% | — |
| PRINCIPAL FINANCIAL GROUP INC | 1,249,192 | $153.7M | 2.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | ADD | 6,597,453 | 8,994,456 | +36.3% | $1.1B |
| JPMORGAN CHASE & CO | DOUBLED | 857,850 | 2,249,339 | +162.2% | $272.3M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 2,995,337 | 2,028,908 | -32.3% | $249.6M |
| VAN ECK ASSOCIATES CORP | NEW | — | 1,215,855 | — | $149.6M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | ADD | 486,581 | 839,337 | +72.5% | $103.3M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,116,519 | 776,446 | -30.5% | $95.5M |
| BLAIR WILLIAM & CO/IL | TRIM | 975,296 | 726,387 | -25.5% | $89.4M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | ADD | 341,501 | 609,420 | +78.5% | $75.0M |
| PARNASSUS INVESTMENTS, LLC | DOUBLED | 147,343 | 594,883 | +303.7% | $73.2M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 334,635 | 493,769 | +47.6% | $60.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$33.9M — $0.00 bought, $33.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $142.65 | $171.2K |
| Sep 21, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 1,200 | $145.92 | $175.1K |
| Sep 18, 2026 | Cooper Jeffrey Elliott | Chief Financial Officer | SELL | 994 | $144.98 | $144.1K |
| Sep 18, 2026 | Cooper Jeffrey Elliott | Chief Financial Officer | SELL | 854 | $140.73 | $120.2K |
| Sep 18, 2026 | Cooper Jeffrey Elliott | Chief Financial Officer | SELL | 2,430 | $141.68 | $344.3K |
| Sep 18, 2026 | Cooper Jeffrey Elliott | Chief Financial Officer | SELL | 4,468 | $142.69 | $637.5K |
| Sep 18, 2026 | Cooper Jeffrey Elliott | Chief Financial Officer | SELL | 1,195 | $143.61 | $171.6K |
| Sep 18, 2026 | King James Winston | Chief Admin Officer, Gen Couns | SELL | 1,381 | $144.98 | $200.2K |
| Sep 17, 2026 | Rosenbaum Michael George | Chief Executive Officer | SELL | 72,290 | $144.47 | $10.4M |
| Sep 17, 2026 | Mullen John P | President | SELL | 39,683 | $144.47 | $5.7M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for GWRE.
Shares short
3,173,947
Settlement Sep 15, 2026
Change vs prior
-23.0%
Semi-monthly cycle
Days to cover
1.5
At avg daily volume
Of shares outstanding
≈3.9%
Estimate — not % of float
All GWRE filing & press-release reports (15)
- CLUSTER reportSep 1, 2026
- CLUSTER reportAug 28, 2026
- CLUSTER reportAug 26, 2026
- CLUSTER reportAug 24, 2026
- CLUSTER reportAug 21, 2026
- CLUSTER reportJul 13, 2026
- CLUSTER reportJul 9, 2026
- CLUSTER reportJun 29, 2026
- CLUSTER reportJun 17, 2026
- 144 reportJun 16, 2026
- 8-K reportJun 5, 2026
- CLUSTER reportMar 24, 2026
- CLUSTER reportMar 18, 2026
- CLUSTER reportMar 13, 2026
- 8-K reportMar 5, 2026