Guidewire SoftwareGWRE
About: Guidewire Software provides software solutions for property and casualty insurers. Flagship product InsuranceSuite is an on-premises 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 cloud-based offering, as well as a variety of other add-on applications.
Employees: 1,427
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
56% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 73
48% more call options, than puts
Call options by funds: $70.6M | Put options by funds: $47.6M
15% more capital invested
Capital invested by funds: $14B [Q4 2024] → $16.1B (+$2.08B) [Q1 2025]
6% more funds holding
Funds holding: 547 [Q4 2024] → 580 (+33) [Q1 2025]
2.78% more ownership
Funds ownership: 99.65% [Q4 2024] → 102.43% (+2.78%) [Q1 2025]
5% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 208
4% less funds holding in top 10
Funds holding in top 10: 23 [Q4 2024] → 22 (-1) [Q1 2025]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
JP Morgan Alexei Gogolev | 31%upside $288 | Overweight Maintained | 25 Jun 2025 |
RBC Capital Rishi Jaluria | 32%upside $290 | Outperform Reiterated | 23 Jun 2025 |
DA Davidson Peter Heckmann | 12%upside $246 | Neutral Maintained | 5 Jun 2025 |
Citigroup Tyler Radke | 12%upside $247 | Neutral Maintained | 5 Jun 2025 |
Goldman Sachs Adam Hotchkiss | 23%upside $270 | Buy Maintained | 4 Jun 2025 |
Financial journalist opinion
Based on 4 articles about GWRE published over the past 30 days
