GWRENYSEServices-Prepackaged SoftwareFiscal year ends July 31
Guidewire Software, Inc.
Financials through Q4 FY2026, quarter ended Jul 31, 2026Last filing: 10-K on Sep 11, 2026
$171.44+2.58 (+1.53%)
Close on Oct 19, 2026
- Market cap
- $14.36B
- P/E (TTM)
- 105.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
85M of 82M shares
Institutional holders
547
85 new, 127 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 87 sales
Net sold $50.27M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Ronald Baron | 8,987,623 | 10.80% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 8,602,251 | 10.20% | 13G (passive) amendment | Jun 30, 2025 |
| Linonia Partners Fund LP | 7,651,130 | 9.00% | 13G (passive) amendment | Mar 31, 2026 |
| The Linonia Partnership GP LLC | 5,362,728 | 6.30% | 13G (passive) amendment | Dec 31, 2025 |
| Baron Capital Group, Inc. | 5,147,550 | 6.05% | 13G (passive) amendment | Dec 31, 2025 |
| Vanguard Portfolio Management | 4,616,869 | 5.45% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 4,492,568 | 5.30% | 13G (passive) | Mar 31, 2026 |
| The Linonia Partnership LP | 4,244,437 | 5.00% | 13G (passive) | Sep 26, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of GWRE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Bamco Inc /Ny/ | 8,994,456 | 10.97% | $1.11B | +2,397,003 | 1.66% |
| BlackRock, Inc. | 8,909,665 | 10.87% | $1.10B | −418,036 | 0.02% |
| Linonia Partnership LP | 6,933,483 | 8.46% | $853.17M | −717,647 | 15.24% |
| Vanguard Portfolio Management LLC | 4,507,288 | 5.50% | $554.62M | −87,283 | 0.02% |
| Vanguard Capital Management LLC | 3,845,465 | 4.69% | $473.18M | +2,404 | 0.01% |
| Darsana Capital Partners LP | 3,804,000 | 4.64% | $468.08M | −196,000 | 2.10% |
| State Street Corp | 2,681,587 | 3.27% | $329.96M | +60,897 | 0.01% |
| JPMorgan Chase & Co | 2,249,339 | 2.74% | $272.33M | +1,391,489 | 0.02% |
| Massachusetts Financial Services Co /Ma/ | 2,028,908 | 2.47% | $249.65M | −966,429 | 0.08% |
| Route One Investment Company, L.P. | 1,849,364 | 2.26% | $227.56M | – | 9.14% |
| Geode Capital Management, LLC | 1,635,297 | 1.99% | $201.27M | −73,075 | 0.01% |
| Principal Financial Group Inc | 1,249,192 | 1.52% | $153.72M | +68,858 | 0.08% |
| Van Eck Associates Corp | 1,215,855 | 1.48% | $149.61M | New | 0.09% |
| T. Rowe Price Investment Management, Inc. | 1,198,824 | 1.46% | $147.52K | +44,413 | 0.10% |
| Artisan Partners Limited Partnership | 970,325 | 1.18% | $119.40M | −174,915 | 0.19% |
| Wasatch Advisors LP | 867,117 | 1.06% | $106.70M | +65,628 | 0.70% |
| Westfield Capital Management Co LP | 839,337 | 1.02% | $103.28M | +352,756 | 0.34% |
| Jane Street Group, LLC | 834,841 | 1.02% | $102.73M | +103,496 | 0.01% |
| Wellington Management Group Llp | 776,446 | 0.95% | $95.54M | −340,073 | 0.02% |
| Stockbridge Partners LLC | 759,827 | 0.93% | $93.50M | +623,392 | 1.97% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 547 | 85M | 100.0% | 85 / 161 | 231 / 127 | 12M | 12M |
| Q1 2026 | 597 | 86M | 100.0% | 98 / 250 | 193 / 167 | 26M | 14M |
| Q4 2025 | 672 | 83M | 100.0% | 96 / 202 | 283 / 96 | 9M | 9M |
| Q3 2025 | 688 | 84M | 100.0% | 85 / 259 | 240 / 65 | 6M | 6M |
| Q2 2025 | 677 | 84M | 100.0% | 140 / 224 | 240 / 49 | 7M | 9M |
| Q1 2025 | 591 | 86M | 100.0% | 114 / 199 | 213 / 73 | 13M | 10M |
| Q4 2024 | 556 | 83M | 100.0% | 118 / 202 | 165 / 53 | 10M | 12M |
| Q3 2024 | 501 | 85M | 100.0% | 100 / 158 | 177 / 47 | 14M | 9M |
| Q2 2024 | 454 | 85M | 100.0% | 91 / 152 | 151 / 38 | 5M | 7M |
| Q1 2024 | 405 | 87M | 100.0% | 60 / 131 | 146 / 37 | 7M | 6M |
| Q4 2023 | 385 | 86M | 100.0% | 72 / 126 | 133 / 35 | 13M | 7M |
| Q3 2023 | 353 | 80M | 97.4% | 47 / 109 | 134 / 46 | 5M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of GWRE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Baron Partners Fund | 3,512,348 | 4.28% | $432.19M | 2.39% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 2,897,153 | 3.53% | $356.49M | 0.29% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,685,901 | 3.28% | $330.50M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,940,758 | 2.37% | $238.81M | 0.13% | Jun 30, 2026 |
| Baron Focused Growth Fund | 1,330,026 | 1.62% | $163.66M | 2.91% | Jun 30, 2026 |
| Vanguard Explorer Fund | 1,308,364 | 1.60% | $198.79M | 0.90% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,119,246 | 1.37% | $137.72M | 0.29% | Jun 30, 2026 |
| VanEck Morningstar Wide Moat ETF | 1,113,688 | 1.36% | $137.04M | 1.18% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 971,033 | 1.18% | $119.49M | 0.12% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 949,733 | 1.16% | $145.00M | 0.08% | May 31, 2026 |
| Baron Asset Fund | 862,495 | 1.05% | $106.13M | 2.64% | Jun 30, 2026 |
| MidCap Fund | 799,976 | 0.98% | $121.55M | 0.53% | Jul 31, 2026 |
| Baron Generational Growth Fund | 750,000 | 0.91% | $92.29M | 4.38% | Jun 30, 2026 |
| MFS Mid Cap Value Fund | 749,181 | 0.91% | $92.19M | 0.53% | Jun 30, 2026 |
| Baron Small Cap Fund | 700,000 | 0.85% | $86.14M | 3.02% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael George Rosenbaum | Chief Executive Officer, Director | 278,466 | 0.34% | Sep 30, 2026 |
| David Franklin Peterson | Chief Accounting Officer | 12,233 | 0.01% | Sep 21, 2026 |
| John P. Mullen | President | 183,647 | 0.22% | Sep 21, 2026 |
| Jeffrey Elliott Cooper | Chief Financial Officer | 85,420 | 0.10% | Sep 21, 2026 |
| James Winston King | Chief Admin Officer, Gen Couns | 44,558 | 0.05% | Sep 21, 2026 |
| Karl Alexander Vollert | Director | 578 | 0.00% | Aug 12, 2026 |
| David S. Bauer | Director | 7,099 | 0.01% | Dec 16, 2025 |
| Mark V. Anquillare | Director | 2,716 | 0.00% | Dec 16, 2025 |
| Jeffrey Steven Sloan | Director | 2,371 | 0.00% | Dec 16, 2025 |
| Catherine P. Lego | Director | 16,393 | 0.02% | Dec 16, 2025 |
| Michael C. Keller | Director | 10,606 | 0.01% | Dec 16, 2025 |
| Margaret Dillon | Director | 16,393 | 0.02% | Dec 16, 2025 |
| Rajani Ramanathan | Director | 11,057 | 0.01% | Dec 16, 2025 |
| Paul Lavin | Director | 13,796 | 0.02% | Dec 23, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael George Rosenbaum Chief Executive Officer, Director | Sep 28, 2026 | Sale(10b5-1 plan) | −1,200 | $142.65 | $171.18K | 278,466 |
| Michael George Rosenbaum Chief Executive Officer, Director | Sep 21, 2026 | Sale(10b5-1 plan) | −1,200 | $145.92 | $175.10K | 279,666 |
| James Winston King Chief Admin Officer, Gen Couns | Sep 18, 2026 | Sale(10b5-1 plan) | −1,381 | $144.98 | $200.22K | 44,558 |
| Jeffrey Elliott Cooper Chief Financial Officer | Sep 18, 2026 | Sale(10b5-1 plan) | −994 | $144.98 | $144.11K | 85,420 |
| Jeffrey Elliott Cooper Chief Financial Officer | Sep 18, 2026 | Sale(10b5-1 plan) | −1,195 | $143.61 | $171.61K | 86,414 |
| Jeffrey Elliott Cooper Chief Financial Officer | Sep 18, 2026 | Sale(10b5-1 plan) | −4,468 | $142.69 | $637.54K | 87,609 |
| Jeffrey Elliott Cooper Chief Financial Officer | Sep 18, 2026 | Sale(10b5-1 plan) | −2,430 | $141.68 | $344.28K | 92,077 |
| Jeffrey Elliott Cooper Chief Financial Officer | Sep 18, 2026 | Sale(10b5-1 plan) | −854 | $140.73 | $120.18K | 94,507 |
| David Franklin Peterson Chief Accounting Officer | Sep 17, 2026 | Sale(10b5-1 plan) | −1,905 | $144.47 | $275.22K | 12,233 |
| James Winston King Chief Admin Officer, Gen Couns | Sep 17, 2026 | Sale(10b5-1 plan) | −11,814 | $144.47 | $1.71M | 45,939 |
| Jeffrey Elliott Cooper Chief Financial Officer | Sep 17, 2026 | Sale(10b5-1 plan) | −23,234 | $144.47 | $3.36M | 95,361 |
| Michael George Rosenbaum Chief Executive Officer, Director | Sep 17, 2026 | Sale(10b5-1 plan) | −72,290 | $144.47 | $10.44M | 280,866 |
| John P. Mullen President | Sep 17, 2026 | Sale | −39,683 | $144.47 | $5.73M | 183,647 |
| John P. Mullen President | Sep 15, 2026 | Option exercise | +75,211 | – | – | 223,330 |
| Michael George Rosenbaum Chief Executive Officer, Director | Sep 15, 2026 | Option exercise | +123,074 | – | – | 353,156 |
| David Franklin Peterson Chief Accounting Officer | Sep 15, 2026 | Option exercise | +4,351 | – | – | 14,138 |
| James Winston King Chief Admin Officer, Gen Couns | Sep 15, 2026 | Option exercise | +19,701 | – | – | 57,753 |
| Jeffrey Elliott Cooper Chief Financial Officer | Sep 15, 2026 | Option exercise | +37,826 | – | – | 118,595 |
| Michael George Rosenbaum Chief Executive Officer, Director | Sep 14, 2026 | Sale(10b5-1 plan) | −1,200 | $145.87 | $175.04K | 230,082 |
| Michael George Rosenbaum Chief Executive Officer, Director | Sep 11, 2026 | Award | +45,906 | – | – | 231,282 |
| James Winston King Chief Admin Officer, Gen Couns | Sep 11, 2026 | Award | +8,034 | – | – | 38,052 |
| John P. Mullen President | Sep 11, 2026 | Award | +35,004 | – | – | 148,119 |
| Jeffrey Elliott Cooper Chief Financial Officer | Sep 11, 2026 | Award | +18,650 | – | – | 80,769 |
| Michael George Rosenbaum Chief Executive Officer, Director | Sep 8, 2026 | Sale(10b5-1 plan) | −1,200 | $160.52 | $192.62K | 185,376 |
| Michael George Rosenbaum Chief Executive Officer, Director | Aug 31, 2026 | Sale(10b5-1 plan) | −1,200 | $204.44 | $245.33K | 186,576 |
| David Franklin Peterson Chief Accounting Officer | Aug 27, 2026 | Sale(10b5-1 plan) | −2,500 | $200.00 | $500.00K | 9,787 |
| John P. Mullen President | Aug 25, 2026 | Sale(10b5-1 plan) | −1,800 | $188.46 | $339.23K | 113,115 |
| Michael George Rosenbaum Chief Executive Officer, Director | Aug 24, 2026 | Sale(10b5-1 plan) | −1,200 | $187.82 | $225.38K | 187,776 |
| John P. Mullen President | Aug 19, 2026 | Sale(10b5-1 plan) | −16,200 | $185.00 | $3.00M | 114,915 |
| John P. Mullen President | Aug 19, 2026 | Sale(10b5-1 plan) | −14,400 | $185.00 | $2.66M | 116,715 |
| Michael George Rosenbaum Chief Executive Officer, Director | Aug 17, 2026 | Sale(10b5-1 plan) | −1,200 | $172.88 | $207.46K | 188,976 |
| Karl Alexander Vollert Director | Aug 12, 2026 | Award | +578 | – | – | 578 |
| Michael George Rosenbaum Chief Executive Officer, Director | Aug 10, 2026 | Sale(10b5-1 plan) | −1,200 | $169.50 | $203.40K | 190,176 |
| Michael George Rosenbaum Chief Executive Officer, Director | Aug 3, 2026 | Sale(10b5-1 plan) | −1,200 | $155.92 | $187.10K | 191,376 |
| Michael George Rosenbaum Chief Executive Officer, Director | Jul 27, 2026 | Sale(10b5-1 plan) | −1,200 | $142.31 | $170.77K | 192,576 |
| Michael George Rosenbaum Chief Executive Officer, Director | Jul 20, 2026 | Sale(10b5-1 plan) | −1,200 | $147.42 | $176.90K | 193,776 |
| Michael George Rosenbaum Chief Executive Officer, Director | Jul 13, 2026 | Sale(10b5-1 plan) | −1,200 | $138.47 | $166.16K | 194,976 |
| James Winston King Chief Admin Officer, Gen Couns | Jul 9, 2026 | Sale(10b5-1 plan) | −1,684 | $130.64 | $220.00K | 30,018 |
| Michael George Rosenbaum Chief Executive Officer, Director | Jul 6, 2026 | Sale(10b5-1 plan) | −1,200 | $131.63 | $157.96K | 196,176 |
| Michael George Rosenbaum Chief Executive Officer, Director | Jun 29, 2026 | Sale(10b5-1 plan) | −1,200 | $124.29 | $149.15K | 197,376 |
| Jeffrey Elliott Cooper Chief Financial Officer | Jun 22, 2026 | Sale(10b5-1 plan) | −1,348 | $105.67 | $142.44K | 62,119 |
| Michael George Rosenbaum Chief Executive Officer, Director | Jun 22, 2026 | Sale(10b5-1 plan) | −1,200 | $105.67 | $126.80K | 198,576 |
| James Winston King Chief Admin Officer, Gen Couns | Jun 16, 2026 | Sale | −999 | $118.74 | $118.62K | 31,702 |
| Jeffrey Elliott Cooper Chief Financial Officer | Jun 16, 2026 | Sale | −2,594 | $118.74 | $308.01K | 63,467 |
| John P. Mullen President | Jun 16, 2026 | Sale | −4,292 | $118.74 | $509.63K | 131,115 |
| David Franklin Peterson Chief Accounting Officer | Jun 16, 2026 | Sale(10b5-1 plan) | −246 | $118.74 | $29.21K | 12,287 |
| Michael George Rosenbaum Chief Executive Officer, Director | Jun 16, 2026 | Sale(10b5-1 plan) | −5,830 | $118.74 | $692.25K | 199,776 |
| Michael George Rosenbaum Chief Executive Officer, Director | Jun 15, 2026 | Sale(10b5-1 plan) | −1,200 | $123.85 | $148.62K | 205,606 |
| Michael George Rosenbaum Chief Executive Officer, Director | Jun 8, 2026 | Sale(10b5-1 plan) | −1,200 | $135.62 | $162.74K | 206,806 |
| Michael George Rosenbaum Chief Executive Officer, Director | Jun 1, 2026 | Sale(10b5-1 plan) | −1,200 | $158.92 | $190.70K | 208,006 |
| Michael George Rosenbaum Chief Executive Officer, Director | May 26, 2026 | Sale(10b5-1 plan) | −1,200 | $138.51 | $166.21K | 209,206 |
| Michael George Rosenbaum Chief Executive Officer, Director | May 18, 2026 | Sale(10b5-1 plan) | −1,200 | $128.19 | $153.83K | 210,406 |
| Michael George Rosenbaum Chief Executive Officer, Director | May 11, 2026 | Sale(10b5-1 plan) | −1,200 | $136.38 | $163.66K | 211,606 |
| Michael George Rosenbaum Chief Executive Officer, Director | May 4, 2026 | Sale(10b5-1 plan) | −1,200 | $141.91 | $170.29K | 212,806 |
| Michael George Rosenbaum Chief Executive Officer, Director | Apr 27, 2026 | Sale(10b5-1 plan) | −1,200 | $138.09 | $165.71K | 214,006 |
| Michael George Rosenbaum Chief Executive Officer, Director | Apr 20, 2026 | Sale(10b5-1 plan) | −1,200 | $139.75 | $167.70K | 215,206 |
| Michael George Rosenbaum Chief Executive Officer, Director | Apr 13, 2026 | Sale(10b5-1 plan) | −1,200 | $118.77 | $142.52K | 216,406 |
| Michael George Rosenbaum Chief Executive Officer, Director | Apr 6, 2026 | Sale(10b5-1 plan) | −1,200 | $151.14 | $181.37K | 217,606 |
| Michael George Rosenbaum Chief Executive Officer, Director | Mar 30, 2026 | Sale(10b5-1 plan) | −1,200 | $145.74 | $174.89K | 218,806 |
| Michael George Rosenbaum Chief Executive Officer, Director | Mar 23, 2026 | Sale(10b5-1 plan) | −1,200 | $155.56 | $186.67K | 220,006 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Rosenbaum Mike Officer, Director | Oct 13, 2026 | 1,200 | $202.76K | Oct 12, 2026 | Performance Shares |
| W. King James Officer | Oct 9, 2026 | 9,187 | $1.54M | Oct 9, 2026 | Performance Shares |
| Rosenbaum Mike Officer, Director | Oct 5, 2026 | 1,200 | $183.02K | Oct 5, 2026 | Performance Shares |
| Rosenbaum Mike Officer, Director | Sep 28, 2026 | 1,200 | $171.18K | Sep 28, 2026 | Performance Shares |
| Rosenbaum Mike Officer, Director | Sep 21, 2026 | 1,200 | $175.10K | Sep 21, 2026 | Performance Shares |
| Cooper Jeffrey Officer | Sep 18, 2026 | 9,941 | $1.42M | Sep 18, 2026 | Performance Shares |
| W. King James Officer | Sep 18, 2026 | 1,381 | $200.22K | Sep 18, 2026 | Restricted Stock |
| George Rosenbaum Michael Chief Executive Officer | Sep 17, 2026 | 72,290 | $10.44M | Sep 17, 2026 | Vesting of RSU (Grant Date: 09/15/2022) |
| Elliott Cooper Jeffrey Chief Financial Officer | Sep 17, 2026 | 23,234 | $3.36M | Sep 17, 2026 | Vesting of RSU (Grant Date: 09/15/2022) |
| Winston King James Chief Administrative Officer and General Counsel | Sep 17, 2026 | 11,814 | $1.71M | Sep 17, 2026 | Vesting of RSU (Grant Date: 09/15/2022) |
| P. Mullen John President | Sep 17, 2026 | 39,683 | $5.73M | Sep 17, 2026 | Vesting of RSU (Grant Date: 09/15/2022) |
| Franklin Peterson David Chief Accounting Officer | Sep 17, 2026 | 1,905 | $275.22K | Sep 17, 2026 | Vesting of RSU (Grant Date: 09/15/2022) |
| Rosenbaum Mike Officer, Director | Sep 14, 2026 | 1,200 | $175.04K | Sep 14, 2026 | Performance Shares |
| Rosenbaum Mike Officer, Director | Sep 8, 2026 | 1,200 | $192.62K | Sep 8, 2026 | Performance Shares |
| Rosenbaum Mike Officer, Director | Aug 31, 2026 | 1,200 | $245.33K | Aug 31, 2026 | Performance Shares |