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GWRE · Guidewire Software, Inc.
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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
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GWRE

Guidewire Software, Inc.
SOFTWARE & IT · SERVICES-PREPACKAGED SOFTWARE · CIK 0001528396
FORM 144 · 16☆ WATCH
INSIDER NET · 180D
-$16.0M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
257
13F, latest reported quarter
REVENUE GROWTH
+22.6%
XBRL, annual
NET MARGIN
5.8%
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$16.0M over 180 days
-$10.8M over 90 days
below 79% of Software & IT
CONGRESS
no member of Congress has reported trading it
FUNDS
257 funds added or opened last quarter
more than 81% of Software & IT
REVENUE
+22.6% year over year
more than 74% of Software & IT
MARGIN
5.8% net margin
more than 67% of Software & IT
BUYBACKS
$392.4M repurchased, FY to 2026-04-30
more than 77% of Software & IT
SHORT
6.1% of shares outstanding short · 3.9 days to cover · settled 2026-07-31
more than 74% of Software & IT
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$16.0M across 5 people in 180 days.
257 funds added or opened positions in the latest 13F quarter, of 559 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -25.3%
-25.3%12M
-53%-28%-4%+20%2025-092025-102025-122026-032026-052026-072026-09 2025-09-16 · Rosenbaum Michael George sold $7.4M2025-09-16 · Mullen John P sold $3.9M2025-09-16 · Cooper Jeffrey Elliott sold $3.4M2026-08-19 · Mullen John P sold $3.0M2026-08-19 · Mullen John P sold $2.7M2025-09-16 · King James Winston sold $1.7M2025-12-16 · Mullen John P sold $1.5M2025-12-16 · Rosenbaum Michael George sold $1.2M2026-03-17 · Mullen John P sold $1.1M2026-03-17 · Rosenbaum Michael George sold $776.2K2026-03-13 · Cooper Jeffrey Elliott sold $755.0K2025-11-03 · Mullen John P sold $695.5K2026-06-16 · Rosenbaum Michael George sold $692.3K2025-10-01 · Mullen John P sold $692.2K2025-09-02 · Mullen John P sold $642.9K2025-12-01 · Mullen John P sold $640.3K2025-09-18 · Cooper Jeffrey Elliott sold $619.4K2025-12-16 · Cooper Jeffrey Elliott sold $551.7K2025-09-18 · King James Winston sold $537.0K2026-06-16 · Mullen John P sold $509.6K2026-08-27 · Peterson David Franklin sold $500.0K2025-09-18 · King James Winston sold $483.7K2025-09-18 · Cooper Jeffrey Elliott sold $466.4K2025-09-18 · King James Winston sold $464.3K2025-09-16 · Peterson David Franklin sold $439.8K2025-09-08 · Rosenbaum Michael George sold $365.8K2025-12-18 · King James Winston sold $362.7K2025-09-18 · Cooper Jeffrey Elliott sold $361.6K2025-10-27 · Rosenbaum Michael George sold $357.6K2025-09-15 · Rosenbaum Michael George sold $354.0K2025-10-20 · Rosenbaum Michael George sold $344.0K2025-09-22 · Rosenbaum Michael George sold $342.4K2026-08-25 · Mullen John P sold $339.2K2025-10-13 · Rosenbaum Michael George sold $335.6K2025-09-29 · Rosenbaum Michael George sold $325.1K2025-11-03 · Rosenbaum Michael George sold $324.6K2025-10-06 · Rosenbaum Michael George sold $322.1K2026-03-17 · Cooper Jeffrey Elliott sold $317.1K2025-11-17 · Rosenbaum Michael George sold $311.6K2026-06-16 · Cooper Jeffrey Elliott sold $308.0K2025-11-10 · Rosenbaum Michael George sold $305.9K2025-09-02 · Rosenbaum Michael George sold $300.0K2026-08-31 · MIKE ROSENBAUM filed to sell $245.3K2026-08-27 · DAVID F PETERSON filed to sell $500.0K2026-08-25 · JOHN MULLEN filed to sell $339.2K2026-08-24 · MIKE ROSENBAUM filed to sell $225.4K2026-08-19 · JOHN MULLEN filed to sell $3.0M2026-08-17 · MIKE ROSENBAUM filed to sell $207.5K2026-08-10 · MIKE ROSENBAUM filed to sell $203.4K2026-08-03 · MIKE ROSENBAUM filed to sell $187.1K2026-07-27 · MIKE ROSENBAUM filed to sell $170.8K2026-07-20 · MIKE ROSENBAUM filed to sell $176.9K2026-07-13 · MIKE ROSENBAUM filed to sell $166.2K2026-07-09 · JAMES W KING filed to sell $220.0K2026-07-06 · MIKE ROSENBAUM filed to sell $158.0K2026-06-29 · MIKE ROSENBAUM filed to sell $149.1K2026-06-22 · JEFFREY COOPER filed to sell $142.4K2026-06-22 · MIKE ROSENBAUM filed to sell $126.8K
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $16.0M sold by insiders over 180 days, 257 funds added last quarter, $6.2M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
TEAMMETACRWVCRMNETCRWDDDOGDASHAPPIOTPCTYMDB
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Guidewire Software, Inc. insiders sold a net $16.0M of stock across 319 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
Rosenbaum Michael George
Chief Executive Officer
SELL
2026-08-31
1,200.0
$245.3K
Peterson David Franklin
Chief Accounting Officer
SELL
2026-08-27
2,500.0
$500.0K
Mullen John P
President
SELL
2026-08-25
1,800.0
$339.2K
Rosenbaum Michael George
Chief Executive Officer
SELL
2026-08-24
1,200.0
$225.4K
Mullen John P
President
SELL
2026-08-19
14,400.0
$2.7M
319 TRANSACTIONS ON RECORD

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Institutional holders
13F · holdings as of the latest quarter funds have reported
BAMCO INC /NY/
8,994,456.0 sh
$1.1B
BlackRock, Inc.
8,909,665.0 sh
$1.1B
Linonia Partnership LP
6,933,483.0 sh
$853.2M
VANGUARD PORTFOLIO MANAGEMENT LLC
4,507,288.0 sh
$554.6M
VANGUARD CAPITAL MANAGEMENT LLC
3,845,465.0 sh
$473.2M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
MIKE ROSENBAUM
FILED 2026-08-31
$245.3K
DAVID F PETERSON
FILED 2026-08-27
$500.0K
JOHN MULLEN
FILED 2026-08-25
$339.2K
MIKE ROSENBAUM
FILED 2026-08-24
$225.4K
JOHN MULLEN
FILED 2026-08-19
$3.0M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
VY(R) BARON GROWTH PORTFOLIO
$13.4M POSITION · AS OF 2026-03-31
6.1%
Advisors Capital Small/Mid Cap Fund
$6.0M POSITION · AS OF 2026-03-31
5.3%
LVIP Baron Growth Opportunities Fund
$33.1M POSITION · AS OF 2026-03-31
5.2%
BARON GROWTH FUND
$112.2M POSITION · AS OF 2026-03-31
4.3%
Brown Capital Management Small Company Fund
$13.8M POSITION · AS OF 2026-03-31
4.3%
BARON SMALL CAP FUND
$112.2M POSITION · AS OF 2026-03-31
4.2%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · Mr. Rosenbaum
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$14.0M
$29.5M
$6.7M
+92%
+63%
2024
$11.3M
$23.2M
$4.2M
+28%
+36%
2023
$9.6M
$11.2M
$3.9M
-28%
+24%
2022
$10.1M
$2.9M
$6.4M
-34%
+4%
2021
$8.2M
$7.3M
$3.0M
-2%
+48%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-072024-072023-072022-07
REVENUE$1.2B$980.5M$905.3M$812.6M
GROSS PROFIT$752.1M$583.4M$458.2M$377.2M
OPERATING INCOME$41.1M$-52.6M$-149.5M$-199.4M
NET INCOME$69.8M$-6.1M$-111.9M$-180.4M
EPS (DILUTED)0.81-0.07-1.36-2.16
OPERATING CASH FLOW$300.9M$195.7M$38.4M$-37.9M
CASH$697.9M$548.0M$401.8M$606.3M
LONG-TERM DEBT—$398.9M$397.2M$358.2M
BUYBACKS$0$0$261.8M$37.5M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →