Guidewire Software (GWRE)

• Market cap: $20.8B
• 1 day: -0.12%
• 5 days: -2.6%
• 1 month: 14.71%
• 3 months: -0.06%
• 6 months: 28.89%
• Year to date: 45.51%
• 1 year: 43.04%
• 5 years: 138.62%
• 10 years: 375.68%
• Sector: Technology
• Industry: Software - Application

About: Guidewire Software provides cloud-based software solutions for property and casualty insurers. The flagship product, InsuranceSuite is a system of record and comprises ClaimCenter, a claims management system; PolicyCenter, a policy management system including policy definitions, quotas, issuance, maintenance, and renewal; and BillingCenter, for billing management, payment plans, and agent commissions. The company also offers InsuranceNow, a midmarket offering, as well as a variety of other add-on applications and services.

Employees: 1,427

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

194% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 47

43% more call options, than puts

Call options by funds: $77.4M | Put options by funds: $54M

22% more capital invested

Capital invested by funds: $16.1B [Q1] → $19.7B (+$3.58B) [Q2]

14% more funds holding

Funds holding: 586 [Q1] → 669 (+83) [Q2]

5% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 237

3.17% less ownership

Funds ownership: 102.56% [Q1] → 99.39% (-3.17%) [Q2]

9% less funds holding in top 10

Funds holding in top 10: 22 [Q1] → 20 (-2) [Q2]

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $250
• Avg. target: $285
• High target: $305

10 analyst ratings

• positive: 8 80%
• neutral: 2 20%
• negative: 0 0%

Citigroup Tyler Radke	$267	Neutral Maintained	9 Sep 2025
DA Davidson Peter Heckmann	$250	Neutral Maintained	8 Sep 2025
Raymond James Alexander Sklar	$275	Outperform Reiterated	5 Sep 2025
Goldman Sachs Adam Hotchkiss	$305	Buy Maintained	5 Sep 2025
Wells Fargo Michael Turrin	$275	Overweight Maintained	5 Sep 2025