AlphaYou
Overview
Smart money at a glance
Filings to Oct 1, 2026Net selling: insiders sold $29M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$29M netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 2 added, 4 cutMore cutting
Key stats
Fundamentals Sep 30- Open
- $144.39
- 52-wk high
- $255.89
- High
- $145.93
- 52-wk low
- $102.30
- Low
- $139.05
- Prev close
- $142.58
- Mkt cap
- $11.69B
- P/E
- 89.1x
- Volume
- 1.39M
- Fwd P/E
- 34.8x
- Beta
- 0.97
- P/S
- 7.9x
- P/B
- 10.5x
- Profit margin
- +9.4%
- Op margin
- +15.2%
- ROE
- +10.5%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about GWRE filings
Are insiders buying or selling Guidewire Software Inc (GWRE) stock?
Net selling: insiders sold $29M and bought $0 of GWRE stock on the open market in the 90 days to Oct 1, 2026, according to SEC Form 4 filings. $23.2M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Rosenbaum, Michael George (Chief Executive Officer), who sold $12.9M. The latest filing was on Sep 30, 2026.
Which members of Congress have traded GWRE recently?
None. No member of Congress disclosed a GWRE trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this GWRE smart-money data?
This summary uses filings available on Oct 1, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (1)
- BA
Balyasny
$28.0M
added
Sells/Trims (2)
- P7
Point72
$54.1M
sold
- MI
Millennium
$25.1M
trimmed
What insiders are doing
Sells (3)
- RM
Rosenbaum Michael George
$171K
sold
- RM
Rosenbaum Michael George
$10.6M
sold
- MJ
Mullen John P
$5.7M
sold
How top traders are positioned
No tracked top-trader positions in GWRE right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 12.2% above what analysts expected.
Earnings per share
$0.49 expected
What the street expects next
Financials
What it sold, what it cost, what was left.
| USD | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $332.6M | $359.1M | $372.5M | $411.1M |
| Cost of what it sold | $123.1M | $127.6M | $135.9M | $141.4M |
| Gross profit | $209.5M | $231.5M | $236.6M | $269.7M |
| What it spent | ||||
| Research and development | $78.3M | $83.3M | $87.9M | $90.6M |
| Sales and admin | $48.5M | $48.3M | $49.9M | $51.8M |
| Other operating costs | $64.3M | $61.5M | $68.2M | $65.0M |
| Total operating expenses | $191.0M | $193.1M | $206.0M | $207.4M |
| What was left | ||||
| Operating profit | $18.5M | $38.9M | $30.6M | $62.3M |
| Interest on debt | $3.3M | $3.3M | $3.3M | $3.4M |
| Profit before tax | $24.5M | $74.6M | $19.8M | $45.3M |
| Tax | -$6.8M | $14.4M | $3.3M | $13.9M |
| Net profit | $31.3M | $60.1M | $16.5M | $31.4M |
| EBITDA | $34.2M | $93.4M | $30.3M | $56.0M |
Technicals
Price structure
This stock is under pressure.
Trend
Under pressure
15 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage leans bullish
Guidance stays unchanged as Guidewire (GWRE) signs a multi-year deal with a U.S. insurer.
Leans bullishOct 1Guidewire Software lands top-10 US insurer on Guidewire Cloud and PolicyCenter
BullishOct 1Form 4 Guidewire Software Inc For: 1 October By Investing.com
NeutralOct 1Insider Selling: Guidewire Software (NYSE:GWRE) CEO Sells $171,180.00 in Stock
NeutralSep 30An automatic CEO sale at Guidewire Software (GWRE) totals 1,200 shares under a trading plan.
NeutralSep 30Elevated Expectations Weigh on Guidewire (GWRE)
Leans bearishSep 29West Bend Lays the Foundation for AI-Driven Claims on Guidewire
BullishSep 29Guidewire's Cash Flow and Buybacks: Can Both Keep Scaling?
BullishSep 29
Macro
21 macro signals shaping GWRE right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results