Insiders Trades
Guidewire Software, Inc. Stock: price and insider trades · United States
Guidewire Software, Inc.: what insiders have been doing
Guidewire Software, Inc., classified in the Technology sector, is a listed company based in San Mateo, United States, founded in 2001. Its insiders report their share dealings to SEC (Form 4). From 18 October 2025 to 18 October 2026, the disclosure feed for Guidewire Software, Inc. logged 132 filings by 23 insiders.
The flow runs one way only: 78 sales worth €42.4M, from 5 insiders, and no purchase. The amount is not disclosed for 3 filings. Rosenbaum Michael George filed the largest sale, €9.1M, on 21 September 2026, which represents 0.083% of the company's market value.
Filings reach the SEC (Form 4) feed a median of 1 day after the trade. Section 16 rules allow two business days to file each Form 4. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
Across the 5,812 companies tracked on its exchange, the median is 19 filings; at 132 filings, this issuer sits above that mark. Our records for Guidewire Software, Inc. go back to 2016, with 2 purchases and 254 sales on the open market in total. For the fiscal year to 31 July 2026, the annual 10-K puts revenue at 1.48 bn USD and net income at 139.3 m USD.
Other companies in the same sector with recent insider buying flagged by our signals: Core Scientific, Inc./tx and Gitlab Inc. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
450
Thresholds
n/a
Buy Volume
€205,104
2 ops. · all time
Sell Volume
€97M
254 ops. · all time
Who traded when
BuySaleMichael George Rosenbaum86 sales
John P. Mullen24 sales
Jeffrey Elliott Cooper17 sales
James Winston King15 sales
David Franklin Peterson5 sales
Bauer David S4 sales
+1 other insider
Analyst consensus: bullish or bearish?
Analysts rate Guidewire Software, Inc. Buy (bullish), based on 14 analysts. Average price target: US$213.29.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 11,178 of 24,148 companies
53.5
score / 100
Value46
Quality62
FCF yld2.6%
Earn yld1.0%
EV/EBITDA·
ROE11%
Gross mgn64%
Net mgn9.4%
Debt/EBITDA3.5x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended July 2026 · cache
US$164.74
Analyst consensus
14 analystsBuy
US$170.00Target US$213.29(+29%)US$258.00
Income statement
RevenueUS$1.5B
Gross profitUS$947.4M64% margin
EBITDAUS$205.4M14% margin
Net incomeUS$139.3M9.4% margin
Valuation
PER (trailing)99.2x
PER (forward)30.8x
P/Book11.3x
Beta1.03
Balance sheet & cash
Market capUS$13.5B
Total debtUS$715M
Free Cash FlowUS$358.7M
Debt / Equity60%
Profitability & ownership
ROE10.5%
ROA3.5%
% insiders0.7%
% institutions105.8%
Last declaration on 13 October 2026
Declarations450 total
1,200 shares@ US$168.97CommonSEC144:0001950047-26-010183
1,200 shares@ US$168.970.0015% mcap0.5% of flowCommon StockSEC:0001784996-26-000101:0
9,187 shares@ US$168.000.011% mcap15.7% of flowCommon StockSEC:0001586253-26-000022:0
9,187 shares@ US$168.000.011% mcap78.9% of flowCommonSEC144:0001950047-26-010138
1,200 shares@ US$152.520.0015% mcap5.8% of flowCommonSEC144:0001950047-26-010028
1,200 shares@ US$152.520.0015% mcap0.4% of flowCommon StockSEC:0001784996-26-000099:0
1,200 shares@ US$142.650.0015% mcap0.4% of flowCommon StockSEC:0001784996-26-000097:0
1,200 shares@ US$142.650.0014% mcap5.7% of flowCommonSEC144:0001950047-26-009836
1,200 shares@ US$145.920.0014% mcap6.1% of flowCommonSEC144:0001950047-26-009687
1,381 shares@ US$144.980.0016% mcap2.4% of flowCommon StockSEC:0001586253-26-000020:1
39,683 shares@ US$144.47180.045% mcap17.9% of flowCommon StockSEC:0001917389-26-000023:0
23,234 shares@ US$144.47180.027% mcap25.2% of flowCommon StockSEC:0001805719-26-000027:0
4,468 shares@ US$142.69040.0050% mcap4.8% of flowCommon StockSEC:0001805719-26-000027:3
994 shares@ US$144.980.0011% mcap1.1% of flowCommon StockSEC:0001805719-26-000027:5
1,905 shares@ US$144.47180.0022% mcap24.5% of flowCommon StockSEC:0001496152-26-000018:0
1,200 shares@ US$145.920.0014% mcap0.4% of flowCommon StockSEC:0001784996-26-000095:1
854 shares@ US$140.72890.0010% mcap0.9% of flowCommon StockSEC:0001805719-26-000027:1
2,430 shares@ US$141.68260.0027% mcap2.6% of flowCommon StockSEC:0001805719-26-000027:2
1,195 shares@ US$143.60650.0014% mcap1.3% of flowCommon StockSEC:0001805719-26-000027:4
11,814 shares@ US$144.47130.014% mcap20.1% of flowCommon StockSEC:0001586253-26-000020:0
72,290 shares@ US$144.47180.083% mcap23.2% of flowCommon StockSEC:0001784996-26-000095:0
1,381 shares@ US$144.980.0016% mcap47.5% of flowCommonSEC144:0001950047-26-009677
9,941 shares@ US$142.61460.011% mcap90.8% of flowCommonSEC144:0001950047-26-009662
23,234 shares@ US$144.47180.027% mcap91.7% of flowCommon StockSEC144:0001805719-26-000024
1,905 shares@ US$144.47180.0022% mcap100.0% of flowCommon StockSEC144:0001496152-26-000016
25 of 450 declarations
About Guidewire Software, Inc.
Guidewire Software, Inc. (ticker: GWRE) is a U.S.-based enterprise software company listed on the NYSE in the United States. The company is focused entirely on property and casualty insurance (P&C), providing a cloud-based platform that helps insurers run core operations such as underwriting, policy administration, claims, billing, analytics, and workflow automation. Guidewire was founded in 2001 by six entrepreneurs with the mission of replacing legacy insurance systems with modern software built for a complex, highly regulated industry. Its headquarters are in San Mateo, California.
Guidewire’s product suite centers on InsuranceSuite, whose core applications include PolicyCenter, ClaimCenter, and BillingCenter. The company also offers additional products and capabilities such as PricingCenter, UnderwritingCenter, InsuranceNow, digital engagement tools, analytics, and AI-enabled features. In practical terms, these solutions help insurers unify fragmented back-office processes onto a single platform, improve operational efficiency, and accelerate product launches and business change. This is a particularly relevant value proposition for mid-sized and large insurers that need scalability, configurability, and deep integration across policy, claims, and finance workflows.
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From a competitive standpoint, Guidewire is widely recognized as a leading platform provider in P&C core systems. Its competitive strengths include a large installed base, broad functional depth, a strong implementation track record, and an expanding cloud migration story. The company also benefits from a sizeable partner ecosystem and marketplace, which support localization, integration, and extension use cases. Guidewire’s strategic positioning is increasingly centered on cloud adoption and on adding AI and data-driven capabilities to improve decision-making inside insurer workflows.
Geographically, Guidewire serves customers globally and has a meaningful international footprint, with operations and offices across North America, Europe, and Asia-Pacific. This global reach matters because many of its clients operate across multiple jurisdictions and need software that can support different lines of business, languages, and regulatory environments.
Recent news has highlighted continued execution and product momentum. In 2025 and 2026, Guidewire announced new cloud go-lives, new customer wins, and expanded product innovation around pricing, underwriting, and AI. The company also indicated in recent disclosures that it surpassed $1 billion in annual recurring revenue during fiscal 2025, underscoring the scale of its subscription transition. For investors, GWRE remains a structurally important software vendor tied to the long-term modernization of P&C insurance in the United States and abroad.
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