What smart money is saying about Guidewire Software, Inc.
17 funds in our archive have pitched Guidewire Software, Inc. — most recently Baron Technology ETF in June 2026.
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.
Get an email when a fund writes about it
Position history
Between Q2 2025 and Q2 2026, 16 fund letters reported a position in Guidewire Software, Inc. — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 15 | 0 | 0 | 9 |
| Q1 2026 | 1 | 1 | 0 | 6 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 16 positions · 1 move
- June 2026
“ Guidewire Software, Inc (GWRE) saw annual recurring revenue (ARR) decelerate modestly due to the timing of certain large deals being pushed into the following quarter, and shares fell as this metric is viewed as a key driver for the business. We remain convicted in Guidewire Software's long-term growth prospects.”
Guidewire Software, Inc. - June 2026
“Guidewire, the market leader in software for the property and casualty insurance industry, remained a detractor despite continued fundamental improvement.”
Guidewire Software, Inc. - June 2026
“Among Fund holdings, the top relative performance laggards included Spotify Technology S.A. (global streaming music and content leader), GDS Holdings Limited (leading China data center operator), and Guidewire Software, Inc. (leading cloud-based property and casualty insurance vendor).”
Guidewire Software, Inc. - June 2026
“We continue to like Guidewire Software’s competitive position in P&C insurance and its long-term growth prospects.”
Guidewire Software, Inc. - HoldsBaron Small Cap FundJune 2026
“Guidewire Software, Inc. declined after a handful of deals slipped from the fiscal third quarter into the fiscal fourth quarter.”
Guidewire Software, Inc. - June 2026
Listed in Baron First Principles ETF’s reported holdings.
Guidewire Software, Inc. - HoldsBaron SMID Cap ETFJune 2026
“Shares of property and casualty insurance software vendor Guidewire Software, Inc. declined due to a small handful of deals slipping into the fiscal fourth quarter from the fiscal third quarter coinciding with fears of AI-driven disruption pressuring industry-wide valuation multiples.”
Guidewire Software, Inc. - June 2026
“Shares of P&C insurance software vendor Guidewire Software, Inc. declined after a handful of deals slipped from the fiscal third quarter into the fiscal fourth quarter.”
Guidewire Software, Inc. - June 2026
“Among Strategy holdings, the top relative performance laggards included Spotify Technology S.A. (global streaming music and content leader), GDS Holdings Limited (leading China data center operator), and Guidewire Software, Inc. (leading cloud-based property and casualty insurance vendor).”
Guidewire Software, Inc. - HoldsBaron Asset FundJune 2026
“Shares of P&C insurance software vendor Guidewire Software, Inc. declined after a handful of new sales slipped from the fiscal third quarter into the fiscal fourth quarter. We believe this is purely a timing issue, with these deals having since closed in the current period.”
Guidewire Software, Inc. - HoldsBaron Technology ETFJune 2026
“Shares of property and casualty insurance software vendor Guidewire Software, Inc. declined during the quarter as a small number of deals slipped from its fiscal third quarter into its fiscal fourth quarter, coinciding with broader fears of AI-driven disruption that pressured valuation multiples across the application software sub-industry.”
Guidewire Software, Inc. - HoldsBaron Partners FundJune 2026
“We continue to own CoStar due to its enviable business model, differentiated data assets, and meaningful growth opportunities in providing enhanced real estate information, analytics, and marketplace offerings.”
Guidewire Software, Inc. - June 2026
“The Strategy continued to suffer losses in certain software and services segments, such as application software and IT consulting & other services, where several holdings were pressured by ongoing concerns that AI will negatively affect their businesses.”
Guidewire Software, Inc. - June 2026
“Shares of property and casualty insurance software vendor Guidewire Software, Inc. declined due to a small handful of deals slipping into the fiscal fourth quarter from the fiscal third quarter coinciding with fears of AI-driven disruption pressuring industry- wide valuation multiples.”
Guidewire Software, Inc. - HoldsBaron Financials ETFJune 2026
“Guidewire’s stock declined after a handful of deals slipped from the fiscal third quarter into the fiscal fourth quarter. We believe this is purely a timing issue, with these deals having since closed in the current period.”
Guidewire Software, Inc. - New positionBrown Advisory Mid‑Cap GrowthMarch 2026
“We also built six new positions, including in two companies we believe are being disproportionately penalized in the software rout—Toast, Inc (TOST) and Guidewire Software, Inc (GWRE).”
Guidewire Software, Inc.
Fund coverage · 17 theses
- Baron Technology ETFJune 2026
Guidewire Software, Inc. is the core insurance system of record with a large recurring revenue opportunity and AI-driven upside.
Read the full thesis - Baron Asset FundJune 2026
Guidewire Software, Inc. sells core software for P&C insurers, and the fund sees a large recurring-revenue opportunity and AI-driven expansion of adoption and profitability.
Read the full thesis - Baron Focused Growth FundJune 2026
Guidewire Software, Inc. provides core P&C insurance software, and the fund expects cloud migration, ARR growth and high margins to make it the critical vendor in a large market.
Read the full thesis - Baron Generational Growth FundJune 2026
Guidewire Software, Inc. provides core insurance software with a large recurring-revenue opportunity and AI-driven upside to growth and profitability.
Read the full thesis - Baron Partners FundJune 2026
Guidewire Software, Inc. provides mission-critical P&C insurance software and is expected to benefit from cloud migration, large TAM capture, and high margins.
Read the full thesis - Baron Opportunity FundJune 2026
Guidewire Software, Inc. owns a mission-critical insurance system of record with significant ARR potential and an AI-driven expansion opportunity.
Read the full thesis - Baron SMID Cap ETFJune 2026
Guidewire Software, Inc. is a critical insurance system of record with large recurring revenue potential and AI-driven upside to growth and profitability.
Read the full thesis - Baron Small Cap FundJune 2026
Guidewire Software, Inc. sells core insurance software and has a large recurring-revenue opportunity that AI could expand through automation and intelligence.
Read the full thesis - Baron First Principles ETFJune 2026
Guidewire Software, Inc. is a P&C insurance software vendor whose cloud transition, sticky installed base, ARR growth, and large TAM support a long-term bullish case.
Read the full thesis - Baron Focused Growth FundMarch 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 SMID Cap ETFMarch 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 FundMarch 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 GrowthMarch 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 - Baron Asset FundMarch 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 FundMarch 2026
Guidewire is a property and casualty insurance software leader with accelerating cloud growth, sticky customers, and AI tailwinds.
Read the full thesis - Artisan U.S. Small-Cap Growth StrategyDecember 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 FundJune 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 17 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→