Guidewire (GWRE) Lost Some Momentum in Q4 after a Strong Run
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”. A copy of the letter can be downloaded here.
Guidewire Software Inc. (GWRE)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Linonia Partnership Philip Uhde | 5,362,728 | $1,077,961,955 | +25% | 24.39% |
| 2. | BAMCO Inc. Ron Baron | 5,147,550 | $1,034,709,025 | -1% | 2.8% |
| 3. | Darsana Capital Partners Anand Desai | 2,500,000 | $502,525,000 | +25% | 10.02% |
| 4. | Route One Investment Company William Duhamel | 1,670,414 | $335,769,918 | -9% | 12.47% |
| 5. | Stockbridge Partners Sharlyn C. Heslam | 1,445,206 | $290,500,858 | +40% | 6.39% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $70.81 | 1,000 | $70,810.00 | 4,539 | 2022-06-16 | Filing | |
| $72.13 | 2,000 | $144,260.00 | 8,830 | 2022-06-15 | Filing | |
| $124.50 | 3,900 | $485,550.00 | 4,000 | 2020-12-18 | Filing | |
| $124.48 | 100 | $12,448.00 | 100 | 2020-12-18 | Filing | |
| $124.47 | 2,000 | $248,932.20 | 2,000 | 2020-12-18 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $163.86 | 4,737 | $776,194.87 | 221,206 | 2026-03-17 | Filing | |
| $163.86 | 6,576 | $1,077,529.55 | 135,407 | 2026-03-17 | Filing | |
| $163.86 | 1,001 | $164,021.76 | 32,701 | 2026-03-17 | Filing | |
| $163.86 | 1,935 | $317,065.04 | 66,061 | 2026-03-17 | Filing | |
| $163.86 | 273 | $44,733.21 | 12,533 | 2026-03-17 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,953,238 | $1,799,690,369 | 0.03% | |
| 2. | 8,885,604 | $1,786,095,186 | 0.03% | |
| 3. | 4,258,486 | $855,998,271 | 0.28% | |
| 4. | 2,575,273 | $517,655,626 | 0.02% | |
| 5. | 1,778,201 | $357,503,660 | 0.02% |
News See All
Guidewire Software (GWRE) Traded Lower Along with Peers
Brown Brothers Harriman, an investment management company, released its Q4 2025 investor letter for the BBH Select Series – Mid Cap ETF. A copy of the letter is available for download here.
Guidewire Software, Inc. (NYSE:GWRE) Q2 2026 Earnings Call Transcript
Operator: Greetings, and welcome to the Guidewire Second Quarter Fiscal 2026 Financial Results Conference Call.
Oppenheimer Maintains Overweight Rating on Guidewire (GWRE)
On February 24, the price target for Guidewire Software (NYSE:GWRE) was decreased from $300 to $250 by Oppenheimer.
10 Beaten-Down Technology Stocks That Could Bounce Back in 2026
On January 22, Andrew Slimmon, Head of Applied Equity Advisors Team at Morgan Stanley Investment Management, shared his 2026 stock market outlook.
Guidewire Software, Inc. (GWRE) Stock Could More Than Double From Here According To Analysts
Guidewire Software, Inc. (NYSE:GWRE) is one of the 10 best beaten down software stocks with the highest upside potential.
BTIG Cautious on Guidewire Software (GWRE) Amid Software Sector Headwinds
On February 18, 2026, Allan Verkhovski, a BTIG analyst, maintained a Buy rating on Guidewire Software (NYSE:GWRE) and reduced the price target from $225 to $175 as part of a sector research note that ...
10 Best Beaten Down Software Stocks With the Highest Upside Potential
Dan Skelly, head of Market Research and Strategy at Morgan Stanley Wealth Management, discussed this development in a Bloomberg Podcasts segment.
12 Best Beaten Down Technology Stocks to Buy According to Wall Street Analysts
The topic is relevant in today’s macro backdrop, where investors are grappling with several challenges in 2026, including persistent inflation, volatile monetary policy, and the impact of ongoing advances...
Guidwire (GWRE) Offers Impressive Upside Following a New Buyback Program
As of February 16 closing, Guidewire Software (NYSE:GWRE) carried a highly bullish sentiment. Of the 12 analysts covering the stock, 10 assigned Buy ratings and 2 issued Hold ratings.
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