Guidewire Software (GWRE) CEO Rosenbaum Sells $201K of Stock
Key Points
- Guidewire Software Chief Executive Officer Michael Rosenbaum sold 1,200 shares on October 19, 2026, for a total value of $201,480 under a planned trading program.
- After the trade, Michael George Rosenbaum holds 274,866 $GWRE shares, down 0.43% from before the trade.
- The software maker recently posted trailing twelve month revenue of $1.48 billion and holds a consensus buy rating among analysts.
- Major institutional shareholders like BAMCO and Linonia Partnership adjusted their stakes in recent quarters as the stock trades above its 200-day moving average.
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Guidewire Software, Inc. (NYSE: GWRE) Chief Executive Officer Michael Rosenbaum sold 1,200 shares of the company on October 19, 2026. According to a Form 4 filed with the SEC, the transaction was executed at a price of $167.90 per share, totaling $201,480. The stock closed at $171.44 on the day of the trade.
GWRE
Guidewire Software, Inc.
Inside Michael George Rosenbaum's Guidewire Software Trade
The sale was carried out under a pre-arranged Rule 10b5-1 trading plan. Following this transaction, Rosenbaum retains direct ownership of 274,866 shares in the software provider, representing a modest reduction of about 0.43% in his personal holding.
Other Institutional Activity in Guidewire Software
Large financial institutions have actively adjusted positions in the application software maker over recent reporting periods. BAMCO Inc. grew its holdings by 2,396,894 shares, ending with 8,994,456 shares worth about $1.54 billion. Linonia Partnership LP reduced its stake by 717,679 shares, ending with 6,933,483 shares worth about $1.19 billion. Darsana Capital Partners, LP cut its position by 196,000 shares to finish with 3,804,000 shares valued at roughly $652.16 million. Massachusetts Financial Services Co. trimmed 966,232 shares, leaving it with 2,028,908 shares worth about $347.84 million. Route One Investment Company, L.P. kept its holdings unchanged at 1,849,364 shares valued at roughly $317.05 million.
Guidewire Software, Inc. Stock Up 1.5%
Shares recently traded around $171.44, matching the closing price on the transaction date. The stock sits well above its 200-day moving average of $149.43 and trades below its 52-week high of $255.89.
Recent Earnings
Guidewire generated $1.48 billion in trailing twelve month revenue with a net profit margin of 9.4%. The company is scheduled to report its next financial results on December 3, 2026.
Insider Buying and Selling at Guidewire Software, Inc.
Company insiders have executed multiple transactions through the year. Chief Administrative Officer James Winston previously sold 9,187 shares on October 9, 2026, for $1.54 million. Rosenbaum also sold 1,200 shares on October 12, 2026, for $202,764 under a planned schedule, following an earlier sale of 5,830 shares on June 16, 2026. Winston also disposed of 999 shares on June 16, 2026, for $118,621.
Analysts Set New Price Targets
Wall Street firms maintain a generally positive outlook on the company, which carries a consensus buy recommendation from 14 analysts with a mean price target of $213.29. Citigroup, Oppenheimer, and DA Davidson all updated their views on the stock ahead of the autumn filing period.
About Guidewire Software
Guidewire Software builds specialized technology platforms for property and casualty insurers. Its core software suites help insurance companies manage billing, claims, and policy administration processes across global markets.
Bottom Line
Insiders continue executing planned sales as the software developer approaches its upcoming earnings report in December. Investors should monitor subsequent SEC filings to track further executive transactions.
Related Filing Alerts
Source: Michael George Rosenbaum's Form 4 filing on $GWRE (Oct 19, 2026). Written by software, not financial advice. How we make alerts