All companies
Guidewire Software, Inc. logo

What smart money is saying about Guidewire Software, Inc.United States flag

GWRE · Technology · Software - Application · Market cap $8.55B

8 funds in our archive have pitched Guidewire Software, Inc. — most recently Baron Focused Growth Fund in March 2026.

Company profile

Guidewire Software, Inc. is a global supplier of software solutions tailored for the property and casualty insurance industry. Its primary offering is Guidewire InsuranceSuite, a comprehensive platform that incorporates core applications like PolicyCenter, BillingCenter, and ClaimCenter. The company also furnishes Guidewire InsuranceNow, a cloud-native platform providing integrated policy, billing, and claims administration for insurers, alongside a self-managed version of the InsuranceSuite. Guidewire's product portfolio extends to specialized management tools, including Rating Management for accurate insurance product pricing, Reinsurance Management for executing rules-based reinsurance strategies throughout underwriting and claims processes, Client Data Management for effective utilization of customer information, and Product Content Management, which provides software tools and standardized templates to streamline the introduction and modification of insurance products. Further innovative solutions encompass Guidewire Underwriting Management, a cloud-based business application; AppReader, designed for efficient submission intake; a specialized Guidewire ClaimCenter Package that supports the unique claims workflows of the London Market; Digital Engagement Applications enabling insurers to deliver seamless digital experiences to customers, agents, and vendors across various devices; and Guidewire for Salesforce, which integrates crucial customer policy and claims data. Additionally, the company provides a robust data and analytics suite, featuring cloud-native Predictive Analytics applications, Risk Insights to help insurers evaluate emerging risks, Business Intelligence tools for performance measurement, DataHub as an operational data store, and InfoCenter for business intelligence warehousing. Guidewire also offers extensive implementation, integration, and professional services to support its clients. Established in 2001, Guidewire Software, Inc. maintains its corporate headquarters in San Mateo, California.

Fund coverage · 8 theses

  • Baron Focused Growth Fund
    March 2026

    Guidewire Software, Inc. is a P&C insurance software leader benefiting from cloud migration, ARR growth, and margin expansion.

    Read the full thesis
  • Baron Asset Fund
    March 2026

    Guidewire Software is a P&C insurance software leader with accelerating cloud ARR, strong references, and AI-enabled product velocity supporting long-term growth.

    Read the full thesis
  • Baron Small Cap Fund
    March 2026

    Guidewire is a property and casualty insurance software leader with accelerating cloud growth, sticky customers, and AI tailwinds.

    Read the full thesis
  • Baron SMID Cap ETF
    March 2026

    Guidewire Software is accelerating cloud ARR with a sticky installed base and AI tailwinds, supporting significant free cash flow-driven upside.

    Read the full thesis
  • Baron Growth Fund
    March 2026

    Guidewire is an insurance software platform with a critical system-of-record moat and significant AI-enabled growth potential.

    Read the full thesis
  • Brown Advisory Mid‑Cap Growth
    March 2026

    Guidewire Software is an insurance-software provider with durable, accelerating growth and a strong competitive position as insurers remain early in cloud transformation.

    Read the full thesis
  • Artisan U.S. Small-Cap Growth Strategy
    December 2025

    Guidewire Software Inc is a leading P&C insurance software provider benefiting from carrier modernization with a more reasonable valuation.

    Read the full thesis
  • Baron Focused Growth Fund
    June 2025

    Guidewire is positioned to become the leading software vendor in the global P&C insurance industry, capturing up to 50% of its $15-30 billion market while expanding subscription gross margins and benefiting from accelerated cloud transitions.

    Read the full thesis

Read every full thesis on Guidewire Software, Inc.

Unlock all 8 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans