Fulcrum Asset Management LLP Purchases 16,566 Shares of Guidewire Software, Inc. $GWRE

Posted by Stanley Muller on Nov 11th, 2026

Fulcrum Asset Management LLP boosted its holdings in shares of Guidewire Software, Inc. (NYSE:GWRE – Free Report) by 55,220.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 16,596 shares of the technology company’s stock after acquiring an additional 16,566 shares during the quarter. Fulcrum Asset Management LLP’s holdings in Guidewire Software were worth $2,365,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Principal Financial Group Inc. grew its holdings in Guidewire Software by 547.3% during the first quarter. Principal Financial Group Inc. now owns 1,180,334 shares of the technology company’s stock valued at $176,537,000 after purchasing an additional 997,992 shares during the last quarter. Weiss Asset Management LP bought a new position in shares of Guidewire Software in the first quarter valued at approximately $6,087,000. PNC Financial Services Group Inc. lifted its stake in shares of Guidewire Software by 168.6% in the first quarter. PNC Financial Services Group Inc. now owns 18,719 shares of the technology company’s stock worth $2,800,000 after buying an additional 11,749 shares during the last quarter. Bamco Inc. NY acquired a new stake in shares of Guidewire Software in the second quarter worth $1,106,768,000. Finally, Edmond DE Rothschild Holding S.A. bought a new stake in shares of Guidewire Software during the 2nd quarter worth $25,462,000.

Insider Activity at Guidewire Software

In related news, insider James King sold 9,187 shares of the stock in a transaction dated Friday, October 9th. The shares were sold at an average price of $168.00, for a total value of $1,543,416.00. Following the completion of the transaction, the insider owned 35,371 shares of the company’s stock, valued at $5,942,328. This represents a 20.62% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Michael Rosenbaum sold 1,200 shares of the firm’s stock in a transaction dated Monday, November 9th. The stock was sold at an average price of $159.60, for a total transaction of $191,520.00. Following the transaction, the chief executive officer owned 271,266 shares of the company’s stock, valued at approximately $43,294,053.60. This represents a 0.44% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 209,135 shares of company stock valued at $31,764,329 over the last quarter. 0.50% of the stock is owned by company insiders.

Guidewire Software Stock Down 3.1%

GWRE stock opened at $155.78 on Wednesday. Guidewire Software, Inc. has a twelve month low of $102.30 and a twelve month high of $229.85. The company has a quick ratio of 1.79, a current ratio of 1.79 and a debt-to-equity ratio of 0.57. The company has a market cap of $12.87 billion, a PE ratio of 95.57 and a beta of 1.01. The business’s 50-day simple moving average is $162.35 and its 200 day simple moving average is $149.30.

Guidewire Software (NYSE:GWRE – Get Free Report) last posted its quarterly earnings results on Thursday, September 3rd. The technology company reported $0.99 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.06. Guidewire Software had a net margin of 9.44% and a return on equity of 12.66%. The firm had revenue of $411.09 million for the quarter, compared to the consensus estimate of $402.61 million. During the same quarter in the previous year, the company earned $0.84 earnings per share. The business’s revenue was up 15.3% compared to the same quarter last year. On average, research analysts anticipate that Guidewire Software, Inc. will post 2.45 earnings per share for the current year.

Analysts Set New Price Targets

Several brokerages recently commented on GWRE. Robert W. Baird lifted their target price on shares of Guidewire Software from $202.00 to $235.00 and gave the stock an “outperform” rating in a report on Monday, August 31st. Piper Sandler restated an “overweight” rating and set a $210.00 price target on shares of Guidewire Software in a report on Friday, September 4th. DA Davidson reaffirmed a “buy” rating and issued a $222.00 price target on shares of Guidewire Software in a research report on Friday, October 2nd. JPMorgan Chase & Co. lowered their price target on Guidewire Software from $300.00 to $258.00 and set an “overweight” rating on the stock in a research report on Tuesday, July 14th. Finally, Needham & Company LLC reiterated a “hold” rating on shares of Guidewire Software in a research note on Friday, September 4th. Twelve equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, Guidewire Software has a consensus rating of “Moderate Buy” and a consensus price target of $216.23.

View Our Latest Stock Report on Guidewire Software

Guidewire Software Company Profile

(Free Report)

Guidewire Software develops software for property and casualty insurance companies. Its products support core insurance operations, including policy administration, billing and claims management, as well as data analytics and digital customer services. The company offers its applications through Guidewire Cloud and provides related implementation and support services. Its platform includes products such as PolicyCenter, BillingCenter and ClaimCenter, designed to help insurers manage workflows and modernize their technology systems.