As Guidewire Software (GWRE) Market Value Declined, Cabot Wealth Management Has Boosted Holding; Tremblant Capital Group Decreased Stake in Grubhub (GRUB) by $4.34 Million

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Cabot Wealth Management Inc increased its stake in Guidewire Software Inc (GWRE) by 119.7% based on its latest 2018Q3 regulatory filing with the SEC. Cabot Wealth Management Inc bought 19,128 shares as the company’s stock declined 13.19% with the market. The institutional investor held 35,108 shares of the technology company at the end of 2018Q3, valued at $3.55 million, up from 15,980 at the end of the previous reported quarter. Cabot Wealth Management Inc who had been investing in Guidewire Software Inc for a number of months, seems to be bullish on the $7.55 billion market cap company. The stock decreased 2.42% or $2.32 during the last trading session, reaching $93.19. About 820,925 shares traded or 23.38% up from the average. Guidewire Software, Inc. (NYSE:GWRE) has risen 17.23% since February 13, 2018 and is uptrending. It has outperformed by 17.23% the S&P500. Some Historical GWRE News: 14/05/2018 – Guidewire Announces Availability of its First P&C Insurance CRM Applications for Salesforce Financial Services Cloud; 28/03/2018 – From Hunted to Hunter: Guidewire Cologne Insurance Forum Considers Turning Digitalisation Challenges to Advantage; 09/03/2018 – GUIDEWIRE SOFTWARE, REPORTS PRICING OF PUBLIC OFFERINGS OF; 22/03/2018 – Mutual of Enumclaw Insurance Selects Guidewire Products for Claims Management and Digital Vendor Experience; 07/03/2018 – Southern Trust Insurance Company Selects Guidewire for Cloud-Based, All-in-One Solution; 06/03/2018 – Guidewire Software 2Q Rev $163.8M; 06/03/2018 – GUIDEWIRE SOFTWARE INC GWRE.N FY2018 SHR VIEW $0.88, REV VIEW $638.8 MLN — THOMSON REUTERS l/B/E/S; 02/05/2018 – Guidewire Named One of Highest-Rated Public Cloud Computing Companies to Work For; 16/05/2018 – FRISS Announced as New Solution Partner for Guidewire Software; 16/04/2018 – Seibels Announces Successful Deployment of Guidewire Claims Systems for Clients

Tremblant Capital Group decreased its stake in Grubhub Inc (GRUB) by 76.22% based on its latest 2018Q3 regulatory filing with the SEC. Tremblant Capital Group sold 31,421 shares as the company’s stock declined 42.69% with the market. The hedge fund held 9,805 shares of the business services company at the end of 2018Q3, valued at $1.36 million, down from 41,226 at the end of the previous reported quarter. Tremblant Capital Group who had been investing in Grubhub Inc for a number of months, seems to be less bullish one the $7.37B market cap company. The stock increased 2.12% or $1.68 during the last trading session, reaching $81.25. About 1.99 million shares traded. GrubHub Inc. (NYSE:GRUB) has risen 17.22% since February 13, 2018 and is uptrending. It has outperformed by 17.22% the S&P500. Some Historical GRUB News: 22/05/2018 – GRUBHUB INC GRUB.N : MIZUHO RAISES TARGET PRICE TO $115 FROM $105; 17/04/2018 – GRUBHUB MAKES ORDERING FOOD WITH FRIENDS EVEN EASIER WITH VENMO; 08/05/2018 – Chicagoans Can Now Order from Grubhub Through Groupon; 10/05/2018 – Amazon, Google, Kount, Bank of America, GrubHub and PayPal Among Presenters at 2018 Mobile Payments Conference in Chicago; 10/05/2018 – Grubhub Partners with Jack in the Box® to Bring Food Directly to Diners’ Homes; 01/05/2018 – GrubHub 1Q EBITDA $64.1M; 01/05/2018 – GRUBHUB NAMES ARTHUR FRANCIS STARRS, III TO BOARD; 17/04/2018 – Grubhub Makes Ordering Food with Friends Even Easier with Venmo Integration; 01/05/2018 – GRUBHUB 1Q ADJ EPS 52C; 10/05/2018 – GRUBHUB TO OFFER JACK IN BOX DELIVERY IN OVER 20 MARKETS

Since August 15, 2018, it had 0 insider buys, and 24 sales for $16.74 million activity. On Wednesday, January 2 Ryu Marcus sold $1.48 million worth of Guidewire Software, Inc. (NYSE:GWRE) or 18,934 shares. 5,446 shares valued at $565,422 were sold by Sherry Steven P. on Tuesday, September 18. 136 shares valued at $13,687 were sold by Hung Priscilla on Tuesday, September 4. 798 Guidewire Software, Inc. (NYSE:GWRE) shares with value of $67,830 were sold by DUBOIS GUY. The insider Polelle Michael sold $222,581. 170 shares were sold by Smith Curtis, worth $13,799 on Tuesday, December 18.

Cabot Wealth Management Inc, which manages about $552.75M and $466.22M US Long portfolio, decreased its stake in Chubb Limited by 2,968 shares to 39,039 shares, valued at $5.22M in 2018Q3, according to the filing. It also reduced its holding in Sony Corp (NYSE:SNE) by 9,004 shares in the quarter, leaving it with 201,020 shares, and cut its stake in Newmont Mining Corp (NYSE:NEM).

Investors sentiment increased to 1.42 in 2018 Q3. Its up 0.23, from 1.19 in 2018Q2. It increased, as 19 investors sold GWRE shares while 76 reduced holdings. 57 funds opened positions while 78 raised stakes. 80.52 million shares or 3.40% less from 83.35 million shares in 2018Q2 were reported. The Pennsylvania-based Conestoga Cap Advsr Ltd Liability Corporation has invested 0.12% in Guidewire Software, Inc. (NYSE:GWRE). Moreover, Invesco has 0.05% invested in Guidewire Software, Inc. (NYSE:GWRE) for 1.61M shares. Valley Natl Advisers holds 11 shares. Bancorp Of Montreal Can holds 12,775 shares. Barclays Public Limited has invested 0% in Guidewire Software, Inc. (NYSE:GWRE). Registered Invest Advisor Inc accumulated 5,110 shares. Zeke Advsrs Llc holds 15,201 shares. Tci Wealth Advisors reported 6 shares or 0% of all its holdings. Davidson Kempner Capital Management LP reported 0.9% in Guidewire Software, Inc. (NYSE:GWRE). Clearbridge Llc has 430 shares. Ww Asset Mngmt owns 0.01% invested in Guidewire Software, Inc. (NYSE:GWRE) for 2,843 shares. Moreover, Rech has 0.02% invested in Guidewire Software, Inc. (NYSE:GWRE). 587,417 are held by Brown Advisory Inc. Grp One Trading Ltd Partnership owns 0% invested in Guidewire Software, Inc. (NYSE:GWRE) for 2,970 shares. Gsa Ptnrs Limited Liability Partnership holds 0.02% or 2,959 shares.

Among 15 analysts covering Guidewire Software (NYSE:GWRE), 10 have Buy rating, 0 Sell and 5 Hold. Therefore 67% are positive. Guidewire Software had 48 analyst reports since September 1, 2015 according to SRatingsIntel. On Wednesday, March 14 the stock rating was maintained by Piper Jaffray with “Buy”. KeyBanc Capital Markets maintained the stock with “Buy” rating in Tuesday, October 31 report. Goldman Sachs initiated the stock with “Neutral” rating in Tuesday, October 4 report. Citigroup upgraded Guidewire Software, Inc. (NYSE:GWRE) on Friday, October 30 to “Buy” rating. KeyBanc Capital Markets maintained Guidewire Software, Inc. (NYSE:GWRE) rating on Wednesday, August 23. KeyBanc Capital Markets has “Buy” rating and $75.0 target. Goldman Sachs upgraded the shares of GWRE in report on Tuesday, April 4 to “Buy” rating. KeyBanc Capital Markets maintained the shares of GWRE in report on Friday, September 21 with “Overweight” rating. The stock of Guidewire Software, Inc. (NYSE:GWRE) earned “Neutral” rating by Piper Jaffray on Friday, December 2. As per Friday, September 16, the company rating was downgraded by Bank of America. The stock of Guidewire Software, Inc. (NYSE:GWRE) has “Overweight” rating given on Wednesday, June 6 by KeyBanc Capital Markets.

More notable recent Guidewire Software, Inc. (NYSE:GWRE) news were published by: Seekingalpha.com which released: “Guidewire Grows Stronger Through Acquisitions – Seeking Alpha” on June 26, 2018, also Seekingalpha.com with their article: “Guidewire Software: Too Expensive To Consider – Seeking Alpha” published on June 25, 2018, Seekingalpha.com published: “Fintech ETFs outperform the S&P in 2018 – Seeking Alpha” on December 31, 2018. More interesting news about Guidewire Software, Inc. (NYSE:GWRE) were released by: Globenewswire.com and their article: “Market Trends Toward New Normal in SeaWorld Entertainment, Rigel Pharmaceuticals, Guidewire Software, Editas Medicine, Jones Energy, and Rexahn Pharmaceuticals — Emerging Consolidated Expectations, Analyst Ratings – GlobeNewswire” published on January 24, 2019 as well as Seekingalpha.com‘s news article titled: “Stocks To Watch: Time To Talk Valuation – Seeking Alpha” with publication date: September 01, 2018.

Analysts await GrubHub Inc. (NYSE:GRUB) to report earnings on February, 14. They expect $0.16 earnings per share, down 48.39% or $0.15 from last year’s $0.31 per share. GRUB’s profit will be $14.51M for 126.95 P/E if the $0.16 EPS becomes a reality. After $0.33 actual earnings per share reported by GrubHub Inc. for the previous quarter, Wall Street now forecasts -51.52% negative EPS growth.

More notable recent GrubHub Inc. (NYSE:GRUB) news were published by: Fool.com which released: “Dunkin’ to Start Testing Delivery with Grubhub – Motley Fool” on February 08, 2019, also Streetinsider.com with their article: “Pre-Open Stock Movers 02/07: (IRBT) (LCI) (STI) Higher; (SLDB) (OSUR) (GRUB) Lower (more…) – StreetInsider.com” published on February 07, 2019, Zacks.com published: “GrubHub (GRUB) Misses Q4 Earnings and Revenue Estimates – Zacks.com” on February 07, 2019. More interesting news about GrubHub Inc. (NYSE:GRUB) were released by: Seekingalpha.com and their article: “GrubHub: Time To Buy The Dip – Seeking Alpha” published on January 11, 2019 as well as Streetinsider.com‘s news article titled: “GrubHub Inc. (GRUB) PT Lowered to $108 at Oppenheimer – StreetInsider.com” with publication date: February 08, 2019.

Tremblant Capital Group, which manages about $3.75 billion and $1.91B US Long portfolio, upped its stake in Cbs Corp New (NYSE:CBS) by 124,704 shares to 2.95 million shares, valued at $169.37M in 2018Q3, according to the filing. It also increased its holding in Cigna Corporation (NYSE:CI) by 13,376 shares in the quarter, for a total of 213,236 shares, and has risen its stake in Universal Hlth Svcs Inc (NYSE:UHS).

Guidewire Software, Inc. (NYSE:GWRE) Institutional Positions Chart