Jackson Square Capital LLC Has $466,000 Stake in Guidewire Software, Inc. $GWRE

Jackson Square Capital LLC cut its stake in Guidewire Software, Inc. (NYSE:GWRE) by 85.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,027 shares of the technology company’s stock after selling 12,371 shares during the period. Jackson Square Capital LLC’s holdings in Guidewire Software were worth $466,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Harbour Capital Advisors LLC grew its stake in shares of Guidewire Software by 39.3% during the 3rd quarter. Harbour Capital Advisors LLC now owns 9,705 shares of the technology company’s stock worth $2,203,000 after acquiring an additional 2,738 shares in the last quarter. Buckhead Capital Management LLC grew its position in Guidewire Software by 0.9% in the third quarter. Buckhead Capital Management LLC now owns 23,817 shares of the technology company’s stock valued at $5,475,000 after purchasing an additional 221 shares in the last quarter. Wedmont Private Capital grew its position in Guidewire Software by 4.0% in the third quarter. Wedmont Private Capital now owns 1,938 shares of the technology company’s stock valued at $440,000 after purchasing an additional 75 shares in the last quarter. Assenagon Asset Management S.A. boosted its stake in shares of Guidewire Software by 12.8% during the 3rd quarter. Assenagon Asset Management S.A. now owns 150,957 shares of the technology company’s stock worth $34,699,000 after buying an additional 17,151 shares during the last quarter. Finally, Osaic Holdings Inc. grew its holdings in shares of Guidewire Software by 14.2% in the 2nd quarter. Osaic Holdings Inc. now owns 5,356 shares of the technology company’s stock valued at $1,253,000 after acquiring an additional 668 shares in the last quarter.

Guidewire Software Trading Up 1.3%

GWRE stock opened at $199.96 on Friday. Guidewire Software, Inc. has a 52 week low of $165.08 and a 52 week high of $272.60. The company has a market capitalization of $17.00 billion, a PE ratio of 190.44, a price-to-earnings-growth ratio of 12.93 and a beta of 1.08. The company’s 50-day simple moving average is $221.60 and its 200 day simple moving average is $228.06. The company has a debt-to-equity ratio of 0.44, a quick ratio of 3.48 and a current ratio of 3.48.

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

Wall Street Analyst Weigh In

A number of analysts have commented on GWRE shares. Oppenheimer increased their price target on shares of Guidewire Software from $275.00 to $300.00 and gave the company an “outperform” rating in a research note on Friday, September 5th. Citigroup boosted their price target on Guidewire Software from $242.00 to $245.00 and gave the stock a “neutral” rating in a research report on Friday, December 5th. Raymond James Financial reaffirmed an “outperform” rating and issued a $275.00 price objective (up from $255.00) on shares of Guidewire Software in a research report on Friday, September 5th. The Goldman Sachs Group boosted their target price on Guidewire Software from $270.00 to $305.00 and gave the stock a “buy” rating in a report on Friday, September 5th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Guidewire Software in a report on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $271.29.

Insider Activity

In other news, CEO Michael George Rosenbaum sold 6,015 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $192.08, for a total transaction of $1,155,361.20. Following the completion of the sale, the chief executive officer owned 240,743 shares of the company’s stock, valued at approximately $46,241,915.44. This represents a 2.44% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, President John P. Mullen sold 7,975 shares of Guidewire Software stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $192.08, for a total transaction of $1,531,838.00. Following the completion of the transaction, the president directly owned 141,983 shares in the company, valued at $27,272,094.64. This trade represents a 5.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 57,140 shares of company stock valued at $11,972,936 in the last 90 days. 0.46% of the stock is owned by corporate insiders.

Guidewire Software News Roundup

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

• Positive Sentiment: DA Davidson upgraded Guidewire, which typically supports buying interest and headline-driven flows into the name. Read More.
• Positive Sentiment: BTIG Research issued a bullish rating (reported as a “Buy”/”Strong‑Buy” in coverage), adding to the recent cluster of upward analyst moves that can push momentum. Read More.
• Neutral Sentiment: Shareholders approved the company’s slate of directors, executive compensation and auditor at the annual meeting — removes a governance overhang but is unlikely to move fundamentals. Read More.
• Neutral Sentiment: Recent quarterly results showed revenue beat and EPS in line, supporting the bull case for recurring cloud revenue, but the market reaction is being driven more by analyst commentary than new fundamental surprises. Read More.
• Negative Sentiment: Clustered insider selling this week: CEO, President, CFO and CAO executed sales across Dec. 16–18 (notable transactions include the CEO and President selling multi‑thousand share blocks). Large insider sales can signal liquidity-taking and add short-term downward pressure. Read More.
• Negative Sentiment: CFO Jeffrey Elliott Cooper sold 1,232 shares on Dec. 18 (and previously sold additional lots), underscoring management-level selling amid the recent run‑up. Investors often view repeated exec sales as a mild red flag. Read More.

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.