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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
194% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 47
76% more call options, than puts
Call options by funds: $60.7M | Put options by funds: $34.5M
22% more capital invested
Capital invested by funds: $16.1B [Q1] → $19.6B (+$3.52B) [Q2]
13% more funds holding
Funds holding: 586 [Q1] → 664 (+78) [Q2]
5% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 235
3.43% less ownership
Funds ownership: 102.54% [Q1] → 99.11% (-3.43%) [Q2]
9% less funds holding in top 10
Funds holding in top 10: 22 [Q1] → 20 (-2) [Q2]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Baird Joe Vruwink | 27%upside $270 | Outperform Maintained | 21 Jul 2025 |
JP Morgan Alexei Gogolev | 36%upside $288 | Overweight Maintained | 25 Jun 2025 |
RBC Capital Rishi Jaluria | 37%upside $290 | Outperform Reiterated | 23 Jun 2025 |
DA Davidson Peter Heckmann | 16%upside $246 | Neutral Maintained | 5 Jun 2025 |
Citigroup Tyler Radke | 16%upside $247 | Neutral Maintained | 5 Jun 2025 |
Financial journalist opinion
Based on 6 articles about GWRE published over the past 30 days









