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NYSE · Technology

GUIDEWIRE SOFTWARE INC GWRE

Guidewire Software, Inc. provides a platform for property and casualty (P&C) insurers worldwide. It offers Guidewire InsuranceSuite, such as PolicyCenter, ClaimCenter, and BillingCenter applications. The company also provides Guidewire InsuranceNow, a cloud-based application that offers policy administration, claims management, and billing functionality, plus pre-integrated document production, analytics, and other capabilities.

Sources StockAnalysis company profile stockanalysis.com
Computer Software: Prepackaged Software

Company profile

Business mix

  • It offers Guidewire InsuranceSuite, such as PolicyCenter, ClaimCenter, and BillingCenter applications.
  • The company also provides Guidewire InsuranceNow, a cloud-based application that offers policy administration, claims management, and billing functionality, plus pre-integrated document production, analytics, and other capabilities.
  • In addition, it offers Guidewire Rating Management to manage the pricing of insurance products.
  • Further, the company provides Guidewire Digital Engagement Applications, which enable insurers to provide digital experiences.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 73.29 FCF 2.98% Buyback -1.38%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 3.0% $986.7M 2026-03-31
Stockbridge Partners 0.5% $20.4M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $150.7M Estimated from net added shares
Reduction amount $166.3M Estimated from net reduced shares
Net share change / base shares -1.5% -103,754 / 6,837,642
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -7.5% 13F value change -$127.9M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -0.4% 13F value change -$153.4M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 28.2% 13F value change -$48.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 5,589,520 Last 3 periods +1,007,933 (+18.0%) Total shares 6,597,453 Value $986.7M
Stockbridge Partners 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -16.7% 13F value change -$55.0M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 39.0% 13F value change +$51.6M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -90.6% 13F value change -$270.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,248,122 Last 3 periods -1,111,687 (-89.1%) Total shares 136,435 Value $20.4M

Recent mentions

No public mentions.