Guidewire (GWRE) Grew Fiscal 2026 ARR 19%. Can Cloud Economics Offset Slower Near-Term Growth?
Guidewire Software, Inc. (NYSE:GWRE) reported fiscal fourth-quarter revenue of $411.1 million, up 15%.
Guidewire Software Inc. (GWRE)
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Sector: Services-Prepackaged Software
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Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | BAMCO Inc. Ron Baron | 8,994,456 | $1,106,767,811 | +37% | 1.66% |
| 2. | Linonia Partnership Philip Uhde | 6,933,483 | $853,165,083 | -10% | 15.24% |
| 3. | Darsana Capital Partners Anand Desai | 3,804,000 | $468,082,200 | -5% | 2.1% |
| 4. | Route One Investment Company William Duhamel | 1,849,364 | $227,564,240 | 9.14% | |
| 5. | Stockbridge Partners Sharlyn C. Heslam | 759,827 | $93,496,712 | +457% | 1.97% |
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 |
|---|---|---|---|---|---|---|
| $145.87 | 1,200 | $175,044.00 | 230,082 | 2026-09-14 | Filing | |
| $160.52 | 1,200 | $192,624.00 | 185,376 | 2026-09-08 | Filing | |
| $204.44 | 1,200 | $245,328.00 | 186,576 | 2026-08-31 | Filing | |
| $200.00 | 2,500 | $500,000.00 | 9,787 | 2026-08-27 | Filing | |
| $188.46 | 1,800 | $339,228.00 | 113,115 | 2026-08-25 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,909,665 | $1,096,334,356 | 0.02% | |
| 2. | 4,507,288 | $554,621,788 | 0.02% | |
| 3. | 3,845,465 | $473,184,468 | 0.01% | |
| 4. | 2,681,587 | $329,960,597 | 0.01% | |
| 5. | 2,249,339 | $272,333,677 | 0.02% |
News See All
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