rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

Guidewire Software, Inc.

GWRE · NYSE

TechnologySoftwareJust started moving

GWRE stood above a rising 150-day average in 6 of the last 52 weekly readings, including each of the last 3 weeks. It is 13.9% above that average now. Software: 42% of its 234 stocks in an uptrend (+4 points in four weeks); Technology: 29% (−3 points in four weeks).

Statistics

Rotation
Just started moving
Weeks in an uptrend
3 in a row
Industry in uptrend
42% +4 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$94.3M
Officials’ trades on record
22
Institutions holding
515 (-43)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 6 of 52 weeks.

17 Apr – 16 Oct
10%26%42%Apr 26Jun 26Jul 26Sep 26Oct 26

Software: About half its stocks are in an uptrend and the share has been climbing. Technology: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$46.0M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

22 disclosed lines: House 12, Senate 0, executive 10; 7 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k23 Jun 2026filed 22 Aug 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$1k–$15k18 May 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k17 Apr 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$1k–$15k23 Mar 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$1k–$15k23 Feb 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k12 Feb 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k12 Feb 2026filed 14 May 2026
Arjun Mody Executive branch: Office of Government EthicsSocial Security Administrationsold$1k–$15k30 Jan 2026filed 10 Apr 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$1k–$15k12 Jan 2026filed 14 May 2026
Lisa C. McClain House: U.S. House ClerkMI09soldspouse$1k–$15k13 Aug 2025filed 12 Sep 2025
Lisa C. McClain House: U.S. House ClerkMI09boughtspouse$1k–$15k4 Aug 2025filed 12 Sep 2025
Lisa C. McClain House: U.S. House ClerkMI09soldspouse$1k–$15k24 Jun 2025filed 13 Aug 2025

Insiders

Buy orders, 12 months0
Sale orders, 12 months88
Buyers · sellers0 · 5
WhoDidSharesTraded
Michael George RosenbaumChief Executive Officersold1,200at $168.9712 Oct 2026filed 13 Oct 2026
James Winston KingChief Admin Officer, Gen Counssold9,187at $168.009 Oct 2026filed 13 Oct 2026
Michael George RosenbaumChief Executive Officersold1,200at $152.525 Oct 2026filed 5 Oct 2026
Michael George RosenbaumChief Executive Officersold1,200at $142.6528 Sep 2026filed 30 Sep 2026
Michael George RosenbaumChief Executive Officersold1,200at $145.9221 Sep 2026filed 21 Sep 2026
James Winston KingChief Admin Officer, Gen Counssold1,381at $144.9818 Sep 2026filed 21 Sep 2026
Jeffrey Elliott CooperChief Financial Officersold854at $140.7318 Sep 2026filed 21 Sep 2026
Jeffrey Elliott CooperChief Financial Officersold2,430at $141.6818 Sep 2026filed 21 Sep 2026
Jeffrey Elliott CooperChief Financial Officersold4,468at $142.6918 Sep 2026filed 21 Sep 2026
Jeffrey Elliott CooperChief Financial Officersold1,195at $143.6118 Sep 2026filed 21 Sep 2026
Jeffrey Elliott CooperChief Financial Officersold994at $144.9818 Sep 2026filed 21 Sep 2026
David Franklin PetersonChief Accounting Officersold1,905at $144.4717 Sep 2026filed 21 Sep 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders515-43 on the quarter
New · exited83 · 128
Reported value$10.2B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BAMCO INCadded · filed 14 Aug 20268,994,456$1.1B+2,397,003+36.3%
BlackRock, Inc.reduced · filed 7 Aug 20268,909,665$1.1B-418,036−4.5%
Linonia Partnership LPreduced · filed 14 Aug 20266,933,483$853.2M-717,647−9.4%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 20264,507,288$554.6M-87,283−1.9%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20263,845,465$473.2M+2,404+0.1%
Darsana Capital Partners LPreduced · filed 14 Aug 20263,804,000$468.1M-196,000−4.9%
STATE STREET CORPadded · filed 7 Aug 20262,681,587$330.0M+60,897+2.3%
JPMORGAN CHASE & COnew · filed 12 Aug 20262,249,339$272.3M+2,249,339
MASSACHUSETTS FINANCIAL SERVICES COreduced · filed 3 Aug 20262,028,908$249.6M-966,429−32.3%
Route One Investment Company, L.P.unchanged · filed 14 Aug 20261,849,364$227.6M00.0%
31 Mar 2023 – 30 Jun 2026
306468629Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Michael George Rosenbaum Company insiderChief Executive Officer · last 12 Oct 20260 · 115
James Winston King Company insiderChief Admin Officer, Gen Couns · last 9 Oct 20260 · 142
Jeffrey Elliott Cooper Company insiderChief Financial Officer · last 18 Sep 20260 · 59
David Franklin Peterson Company insiderChief Accounting Officer · last 17 Sep 20260 · 7
John P. Mullen Company insiderPresident · last 17 Sep 20260 · 42
Karl Alexander Vollert Company insiderDirector · last 12 Aug 20260 · 0
Donald J. Trump Executive branchWhite House Office · last 23 Jun 20264 · 4
Arjun Mody Executive branchSocial Security Administration · last 30 Jan 20260 · 1
Catherine P. Lego Company insiderDirector · last 15 Dec 20251 · 0
David S. Bauer Company insiderDirector · last 15 Dec 20250 · 4
Jeffrey Steven Sloan Company insiderDirector · last 15 Dec 20250 · 0
Margaret Dillon Company insiderDirector · last 15 Dec 20251 · 0

Same industry

GTLB GitLabLeading+56%
RSKD RiskifiedLeading+52%
EXFY ExpensifyLeading+48%
SMWB SimilarwebLeading+47%
RBRK RubrikLeading+43%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2026 · to 31 Jul 202664.2%
Operating profit marginFY 2026 · to 31 Jul 202610.2%
Free cash flow marginFY 2026 · to 31 Jul 202625.6%
Return on capital employedFY 2026 · to 31 Jul 20267.8%
Interest coverFY 2026 · to 31 Jul 202611.25×
Research spendFY 2026 · to 31 Jul 202623.1%
Share count trendFY 2026 · to 31 Aug 20260.0%
Cash and equivalentsFY 2026 · to 31 Jul 2026$372.9M
Free cash flowFY 2026 · to 31 Jul 2026$377.7M

Analyst forecasts

No analyst forecasts yet.