Dec 30, 2025 • MarketBeat
SOMEWHAT-BULLISH
Cwm LLC Grows Stock Holdings in Guidewire Software, Inc. $GWRE
Cwm LLC significantly increased its stake in Guidewire Software, Inc. (NYSE:GWRE) by 43.8% in Q3, now owning 31,772 shares valued at approximately $7.30 million. The company reported strong Q3 earnings with revenue up 26.5% year-over-year to $332.6 million and EPS hitting analyst estimates at $0.66. Despite positive institutional investor activity and analyst upgrades, company insiders have been net sellers, with 57,140 shares sold in the last 90 days.
Dec 30, 2025 • MarketBeat
NEUTRAL
Guidewire Software (NYSE:GWRE) CEO Michael George Rosenbaum Sells 1,400 Shares
Guidewire Software CEO Michael George Rosenbaum sold 1,400 shares of the company's stock on December 29th for $286,930, reducing his position by 0.58%. This is part of a series of sales totaling over 20,000 shares since October 20th. Despite the insider selling, analysts maintain a "Moderate Buy" rating for GWRE with a target price of $271.29.
Dec 23, 2025 • MarketBeat
NEUTRAL
Guidewire Software (NYSE:GWRE) CEO Michael George Rosenbaum Sells 1,400 Shares
Guidewire Software CEO Michael George Rosenbaum sold 1,400 shares of company stock on December 22nd at an average price of $200.72, totaling $281,008. This transaction reduced his position by 0.58%, leaving him with 239,343 shares valued at approximately $48.04 million. This sale is part of a consistent pattern of insider selling since October, even as Guidewire Software (NYSE:GWRE) recently exceeded quarterly revenue and EPS expectations, with shares rising 3.6%.
Dec 23, 2025 • GuruFocus
SOMEWHAT-BEARISH
Insider Sell: Michael Rosenbaum Sells 1,400 Shares of Guidewire Software Inc (GWRE)
Michael Rosenbaum, CEO of Guidewire Software Inc (GWRE), sold 1,400 shares of the company on December 22, 2025, reducing his holdings to 239,343 shares. This transaction follows a pattern of insider selling at GWRE, with 96 insider sells and no buys over the past year. The stock is currently trading at $200.72 and is considered modestly overvalued based on its GF Value.
Dec 22, 2025 • MarketBeat
NEUTRAL
Guidewire Software, Inc. $GWRE Shares Sold by Riverbridge Partners LLC
Riverbridge Partners LLC reduced its stake in Guidewire Software (NYSE:GWRE) by 5.0% in Q3, selling 14,991 shares. Despite insider selling by key executives, Guidewire reported strong Q3 revenues of $332.6M and $0.66 EPS, leading to several analyst price target increases and an average "Moderate Buy" rating. The stock currently trades at $199.96 with a market cap of $17 billion.
Dec 22, 2025 • MarketBeat
NEUTRAL
Congress Asset Management Co. Has $81.53 Million Stock Holdings in Guidewire Software, Inc. $GWRE
Congress Asset Management Co. recently reduced its stake in Guidewire Software (NYSE: GWRE) by 14.8% in Q3, now holding 354,699 shares valued at $81.53 million. This adjustment comes amidst clustered insider selling, including by CEO Michael Rosenbaum, despite Guidewire beating revenue estimates and maintaining a "Moderate Buy" analyst consensus. Several other hedge funds have either increased or decreased their positions in the technology company.