CenterBook Partners LP Purchases New Position in Guidewire Software, Inc. $GWRE

CenterBook Partners LP acquired a new position in shares of Guidewire Software, Inc. (NYSE:GWRE) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 9,058 shares of the technology company’s stock, valued at approximately $2,082,000.

Several other institutional investors and hedge funds also recently modified their holdings of GWRE. Qube Research & Technologies Ltd raised its holdings in shares of Guidewire Software by 3,636.9% during the 2nd quarter. Qube Research & Technologies Ltd now owns 731,467 shares of the technology company’s stock valued at $172,224,000 after buying an additional 711,893 shares during the period. Groupama Asset Managment grew its position in Guidewire Software by 240.0% in the second quarter. Groupama Asset Managment now owns 850,000 shares of the technology company’s stock valued at $200,132,000 after acquiring an additional 600,000 shares in the last quarter. Alliancebernstein L.P. raised its stake in shares of Guidewire Software by 405.1% during the second quarter. Alliancebernstein L.P. now owns 538,303 shares of the technology company’s stock valued at $126,743,000 after purchasing an additional 431,725 shares during the period. Allspring Global Investments Holdings LLC purchased a new stake in shares of Guidewire Software during the third quarter valued at approximately $51,967,000. Finally, Vanguard Group Inc. lifted its position in shares of Guidewire Software by 2.4% during the second quarter. Vanguard Group Inc. now owns 8,922,651 shares of the technology company’s stock worth $2,100,838,000 after purchasing an additional 211,047 shares in the last quarter.

Trending Headlines about Guidewire Software

Here are the key news stories impacting Guidewire Software this week:

• Positive Sentiment: Sompo Group signed a long-term agreement to adopt Guidewire Cloud, a meaningful enterprise customer win that expands Guidewire’s global footprint and recurring cloud revenue visibility. Sompo Group and Guidewire Enter Long-Term Agreement
• Positive Sentiment: Guidewire released the London Market Tech Barometer showing brokers favor digitally advanced insurers — evidence that demand for Guidewire’s digital/cloud capabilities remains strong in key commercial insurance markets. London Market Tech Barometer
• Positive Sentiment: Unusual options activity—large call buying (1,297 calls, ~1,563% above average)—suggests some traders are positioned for upside into near-term news or catalysts. (Trade alert reported in market feeds.)
• Positive Sentiment: Guidewire has a $500M share repurchase authorization (announced earlier), which supports buy-side demand and signals management confidence in long-term value. (Referenced in recent MarketBeat coverage.)
• Neutral Sentiment: The company scheduled its Q2 FY2026 earnings release for March 5 (audio webcast), creating a near-term catalyst that can swing sentiment depending on guidance and execution. Earnings Release Announcement
• Neutral Sentiment: Market commentary and explainers (e.g., “Does Sompo’s New Cloud Deal Sharpen Guidewire’s Edge?”) are helping investors parse the Sompo deal’s strategic value versus valuation — useful context but not an immediate price driver. Does Sompo’s New Cloud Deal Sharpen Guidewire’s Edge?
• Negative Sentiment: BTIG cut its price target from $225 to $175 (still a “buy”), signaling some analyst concern on near-term valuation and adding downward pressure. BTIG Research Price Target Cut
• Negative Sentiment: CEO Michael Rosenbaum sold 1,200 shares (and has been selling periodically), which can weigh on sentiment even if sales are small relative to total holdings. SEC filing available for review. SEC Form 4 – Insider Sale

Wall Street Analysts Forecast Growth

GWRE has been the topic of several analyst reports. DA Davidson raised shares of Guidewire Software from a “neutral” rating to a “buy” rating and lifted their price target for the stock from $246.00 to $250.00 in a research note on Wednesday, December 17th. Zacks Research downgraded Guidewire Software from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 2nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a research report on Thursday, January 22nd. Wall Street Zen downgraded Guidewire Software from a “buy” rating to a “hold” rating in a report on Friday, November 28th. Finally, BTIG Research lowered their price objective on Guidewire Software from $225.00 to $175.00 and set a “buy” rating for the company in a research note on Wednesday. Eleven analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $259.77.

Guidewire Software Stock Down 0.1%

Shares of Guidewire Software stock opened at $128.73 on Friday. The business has a 50-day moving average price of $167.22 and a 200 day moving average price of $206.33. Guidewire Software, Inc. has a fifty-two week low of $120.37 and a fifty-two week high of $272.60. The firm has a market cap of $10.94 billion, a P/E ratio of 122.60, a P/E/G ratio of 8.30 and a beta of 1.06. The company has a quick ratio of 3.48, a current ratio of 3.48 and a debt-to-equity ratio of 0.44.

Guidewire Software (NYSE:GWRE) last released its earnings results on Wednesday, December 3rd. The technology company reported $0.66 EPS for the quarter, hitting analysts’ consensus estimates of $0.66. Guidewire Software had a return on equity of 10.15% and a net margin of 7.23%.The company had revenue of $332.64 million for the quarter, compared to the consensus estimate of $316.62 million. During the same quarter last year, the business posted $0.43 EPS. Guidewire Software’s quarterly revenue was up 26.5% compared to the same quarter last year. On average, sell-side analysts forecast that Guidewire Software, Inc. will post 0.52 earnings per share for the current fiscal year.

Guidewire Software declared that its Board of Directors has initiated a stock repurchase plan on Thursday, January 8th that permits the company to buyback $500.00 million in shares. This buyback authorization permits the technology company to buy up to 3.1% of its shares through open market purchases. Shares buyback plans are usually an indication that the company’s board believes its stock is undervalued.

Insiders Place Their Bets

In other Guidewire Software news, insider James Winston King sold 1,860 shares of the firm’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $195.00, for a total value of $362,700.00. Following the transaction, the insider owned 33,702 shares of the company’s stock, valued at $6,571,890. This trade represents a 5.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Michael George Rosenbaum sold 1,200 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $127.00, for a total value of $152,400.00. Following the sale, the chief executive officer owned 230,743 shares in the company, valued at $29,304,361. The trade was a 0.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 45,960 shares of company stock valued at $8,767,044. Company insiders own 0.46% of the company’s stock.

About Guidewire Software

Guidewire Software, Inc develops software products and cloud services for property and casualty (P&C) insurance carriers. Headquartered in San Mateo, California, the company’s offerings are designed to help insurers manage the core functions of their business—policy administration, billing and claims—while supporting digital engagement, analytics and operational modernization.

Guidewire’s core product portfolio is commonly known as the InsuranceSuite, which includes PolicyCenter for policy administration, BillingCenter for billing and receivables, and ClaimCenter for claims management.