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Here’s Why Guidewire Software (GWRE) Rose in Q1

« Thu Jun 26, 2025 »
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Soumya Eswaran

3 min read

In This Article:

Wasatch Global Investors, an asset management company, released its “Wasatch U.S. Select Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities declined in the first quarter due to potential tariffs and government funding cuts. Against this backdrop, the strategy was down but exceeded the Russell Midcap® Growth Index, which lost -7.12%. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its first-quarter 2025 investor letter, Wasatch U.S. Select Strategy highlighted stocks such as Guidewire Software, Inc. (NYSE:GWRE). Guidewire Software, Inc. (NYSE:GWRE) offers a platform for property and casualty (P&C) insurance companies. The one-month return of Guidewire Software, Inc. (NYSE:GWRE) was 11.68%, and its shares gained 72.02% of their value over the last 52 weeks. On June 25, 2025, Guidewire Software, Inc. (NYSE:GWRE) stock closed at $236.01 per share, with a market capitalization of $19.871 billion.

Wasatch U.S. Select Strategy stated the following regarding Guidewire Software, Inc. (NYSE:GWRE) in its Q1 2025 investor letter:

"Another top contributor was Guidewire Software, Inc. (NYSE:GWRE), a software provider whose solutions target the insurance industry. We believe Guidewire remains a clear leader in replacing legacy technology solutions for property and casualty insurers. This is a large industry to serve, and acquisitions Guidewire made have bolstered its offerings to the market."

Why Guidewire Software Inc (GWRE) is Skyrocketing So Far in 2025?

Why Guidewire Software Inc (GWRE) is Skyrocketing So Far in 2025?

An insurance adjuster reviewing images and paperwork to process a claim.

Guidewire Software, Inc. (NYSE:GWRE) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 55 hedge fund portfolios held Guidewire Software, Inc. (NYSE:GWRE) at the end of the first quarter, which was 60 in the previous quarter. While we acknowledge the potential of Guidewire Software, Inc. (NYSE:GWRE) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains.

In another article, we covered Guidewire Software, Inc. (NYSE:GWRE) and shared The BBH Select Series – Mid Cap Fund's views on the company. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of GWRE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.