LongGWRESep 2026
Guidewire Software, Inc.
Guidewire is transitioning its property and casualty insurance software customers to a more recurring cloud revenue model. Fiscal fourth-quarter results showed 22% fully ramped…
GWRE
Which hedge funds are long GWRE?
7 published ideas on Guidewire Software, Inc. across 7 funds — 7 long and 0 short.
Guidewire Software hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Guidewire Software: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongGWREJun 2026
Guidewire Software, Inc.
Guidewire's InsuranceSuite is a mission-critical system of record for property and casualty insurers, handling policies, claims, premiums and payments. Because insurance…
LongGWREJun 2026
Guidewire Software, Inc.
Guidewire's multi-year transition from on-premise software to the cloud is now substantially complete, removing a major historical overhang. A landmark ten-year agreement with…
LongGWREJun 2026
Guidewire Software
Guidewire declined after several new sales moved from the fiscal third quarter into the fourth quarter, which Baron views as a timing issue because those deals subsequently…
LongGWREJun 2026
Guidewire Software, Inc.
BBH believes Guidewire's recent share-price weakness reflects timing issues rather than deterioration in underlying demand. The company remains the leading provider of core…
LongGWREJun 2026
Guidewire Software, Inc.
Baron believes Guidewire's recent weakness was caused primarily by deal timing rather than deterioration in its business. Several contracts slipped from the fiscal third quarter…
LongGWREJun 2026
Guidewire Software, Inc.
The Fund views Guidewire's recent weakness as largely the result of deal timing rather than deterioration in its business. Several deals slipped from the fiscal third quarter…