Guidewire Software (GWRE) President Mullen Sells $999K of Stock
Key Points
- Guidewire Software, Inc. President John P Mullen sold 5,400 shares at $185.00 each on October 20, 2026, totaling $999,000 under a pre-arranged plan.
- After the trade, John P Mullen holds 178,247 $GWRE shares, down 2.94% from before the trade.
- Major funds adjusted their positions recently, with BAMCO Inc. adding shares and Linonia Partnership reducing its stake.
- The software firm trades above its 50-day and 200-day moving averages as analysts maintain an overall buy consensus ahead of December earnings.
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Guidewire Software, Inc. President John P Mullen sold 5,400 shares of the company on October 20, 2026. According to a Form 4 filed with the Securities and Exchange Commission, the transaction took place at a price of $185.00 per share, for a total value of $999,000.
GWRE
Guidewire Software, Inc.
Inside John P Mullen's GWRE Trade
The sale was executed under a pre-arranged Rule 10b5-1 trading plan. Following the transaction, Mullen directly holds 178,247 shares of Guidewire Software, which represents a reduction of about 2.94% in his personal holdings.
Other Institutional Activity in Guidewire Software
Large investment firms have been actively shifting their positions in Guidewire Software. BAMCO Inc. grew its holdings by 2,396,894 shares, ending with 8,994,456 shares worth about $1,651,202,248. Linonia Partnership LP reduced its stake by 717,679 shares to finish with 6,933,483 shares valued at roughly $1,272,848,821. Darsana Capital Partners, LP cut its holdings by 196,000 shares, leaving it with 3,804,000 shares worth about $698,338,326. Massachusetts Financial Services Co. trimmed 966,232 shares to hold 2,028,908 shares valued at approximately $372,466,934. Meanwhile, Route One Investment Company, L.P. kept its stake steady, holding 1,849,364 shares worth about $339,506,246.
Guidewire Software, Inc. Stock Up 8.7%
The company's shares recently traded around $183.58. The stock sits well above both its 50-day moving average and its 200-day moving average.
Recent Earnings
Guidewire Software posted trailing twelve month revenue of $1.48 billion with an earnings per share of $1.63. The company has a next earnings report scheduled for December 3, 2026.
Dividend
Guidewire Software does not currently pay a dividend.
Insider Buying and Selling at Guidewire Software, Inc.
Insiders have executed several sales in recent months. Chief Admin Officer and General Counsel King James Winston sold 999 shares on June 16, 2026, at $118.74 per share for $118,621.26, and later sold 9,187 shares on October 9, 2026, at $168.00 per share for $1,543,416 under a planned schedule. Chief Executive Officer Michael George Rosenbaum sold 1,200 shares on October 12, 2026, at $168.97 per share for $202,764, and another 1,200 shares on October 19, 2026, at $167.90 per share for $201,480.
Analysts Set New Price Targets
Wall Street firms have updated their outlooks on the stock in recent weeks. Citigroup maintained a Neutral rating with a $181.00 target on September 4, 2026. Oppenheimer kept an Outperform rating while raising its target to $210.00 on the same day. DA Davidson maintained a Buy rating across multiple dates, most recently reiterating a $222.00 price target on October 2, 2026. Analysts hold a consensus buy recommendation on the stock with a mean target price of $213.29.
About Guidewire Software
Guidewire Software, Inc. builds software applications tailored for property and casualty insurers. Its platform helps companies manage core operations like underwriting, policy administration, billing, and claims processing.
Bottom Line
Investors will look toward the upcoming earnings release on December 3, 2026, for further updates on financial performance. Monitoring future Form 4 filings will show whether other executives continue executing planned sales.
Related Filing Alerts
Source: John P Mullen's Form 4 filing on $GWRE (Oct 20, 2026). Written by software, not financial advice. How we make alerts