STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
257
13F, latest reported quarter
Conversions, 180 days
5
Codes C/M, not in net · $0 priced
What the filings say about GWRE
Insiders, 180 days
-$38.9M net sold
5 sellers · 53% of sales under a 10b5-1 plan
Congress, 1 year
No trades
Last one: sale, 2025-08-13
Planned sales (Form 144), 90 days
$32.4M
26 notices
Guidewire Software insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Guidewire Software, Inc. insiders sold a net $38.9M of stock across 341 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
113 earlier Form 4 trades (code P or S) here by this insider (113 sales), the last on Oct 19, 2026.
The trade is 0.4% of the 273,666 shares held after it.
2 other insiders sold within 30 days.
257 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Rosenbaum Michael George sold about $224.6K of GWRE under a 10b5-1 plan on Oct 26, 2026; 2 other insiders sold within 30 days and 257 funds added in the latest 13F quarter.
44 earlier Form 4 trades (code P or S) here by this insider (44 sales), the last on Oct 20, 2026.
The trade is 1.0% of the 176,447 shares held after it.
2 other insiders sold within 30 days.
257 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President Mullen John P sold about $336.9K of GWRE under a 10b5-1 plan on Oct 26, 2026; 2 other insiders sold within 30 days and 257 funds added in the latest 13F quarter.
43 earlier Form 4 trades (code P or S) here by this insider (43 sales), the last on Sep 17, 2026.
The trade is 3.0% of the 178,247 shares held after it.
2 other insiders sold within 30 days.
257 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President Mullen John P sold about $999.0K of GWRE under a 10b5-1 plan on Oct 20, 2026; 2 other insiders sold within 30 days and 257 funds added in the latest 13F quarter.
112 earlier Form 4 trades (code P or S) here by this insider (112 sales), the last on Oct 12, 2026.
The trade is 0.4% of the 274,866 shares held after it.
2 other insiders sold within 30 days.
257 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Rosenbaum Michael George sold about $201.5K of GWRE under a 10b5-1 plan on Oct 19, 2026; 2 other insiders sold within 30 days and 257 funds added in the latest 13F quarter.
111 earlier Form 4 trades (code P or S) here by this insider (111 sales), the last on Oct 5, 2026.
The trade is 0.4% of the 276,066 shares held after it.
4 other insiders sold within 30 days.
257 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Rosenbaum Michael George sold about $202.8K of GWRE under a 10b5-1 plan on Oct 12, 2026; 4 other insiders sold within 30 days and 257 funds added in the latest 13F quarter.
341 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Nobody has filed for crossing 5%. That is a fact, not missing data.
GWRE planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
JOHN MULLEN
Filed 2026-10-26
$336.9K
MIKE ROSENBAUM
Filed 2026-10-26
$224.6K
JOHN MULLEN
Filed 2026-10-20
$999.0K
MIKE ROSENBAUM
Filed 2026-10-19
$201.5K
MIKE ROSENBAUM
Filed 2026-10-13
$202.8K
GWRE mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
VY(R) BARON GROWTH PORTFOLIO
$11.0M position · as of 2026-06-30
5.2%
Motley Fool Mid-Cap Growth ETF
$5.4M position · as of 2026-05-31
4.7%
Baron Generational Growth Fund
$92.3M position · as of 2026-06-30
4.4%
LVIP Baron Growth Opportunities Fund
$27.2M position · as of 2026-06-30
4.1%
BBH Select Mid Cap ETF
$17.8M position · as of 2026-07-31
4.0%
Advisors Capital Small/Mid Cap Fund
$5.0M position · as of 2026-06-30
3.8%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Rosenbaum
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, 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). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $38.9M sold by insiders over 180 days, 257 funds added last quarter, $32.4M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$1.5B
four quarters, 2025-08-01 to 2026-07-31
Revenue, TTM GWRE
FY Jul 2026
$1.5B
FY Jul 2025
$1.2B
FY Jul 2024
$980.5M
FY Jul 2023
$905.3M
FY Jul 2022
$812.6M
Jul 2026
$411.1M
Apr 2026
$372.5M
Jan 2026
$359.1M
Oct 2025
$332.6M
Jul 2025
$356.6M
Apr 2025
$293.5M
Jan 2025
$289.5M
Oct 2024
$262.9M
At each fiscal year end
Single quarter
Net margin, TTM
+9.4%
net income over revenue, 2025-08-01 to 2026-07-31
Net margin, TTM GWRE
FY Jul 2026
+9.4%
FY Jul 2025
+5.8%
FY Jul 2024
n/a
FY Jul 2023
-12.4%
FY Jul 2022
n/a
Jul 2026
+7.6%
Apr 2026
+4.4%
Jan 2026
+16.7%
Oct 2025
+9.4%
Jul 2025
+14.6%
Apr 2025
+15.7%
Jan 2025
-12.9%
Oct 2024
+3.5%
At each fiscal year end
Single quarter
Free cash flow, TTM
$377.7M
operating cash flow minus capex, 2025-08-01 to 2026-07-31
Free cash flow, TTM GWRE
FY Jul 2026
$377.7M
FY Jul 2025
$295.1M
FY Jul 2024
$189.4M
FY Jul 2023
$32.6M
FY Jul 2022
-$47.5M
Jul 2026
$281.8M
Apr 2026
$59.4M
Jan 2026
$108.8M
Oct 2025
-$72.3M
Jul 2025
$241.4M
Apr 2025
$31.6M
Jan 2025
$85.2M
Oct 2024
-$63.1M
At each fiscal year end
Single quarter
Debt to equity
0.33x
long-term debt only, 2024-07-31 (24 months older than the period end); equity 2026-07-31
Debt to equity GWRE
FY Jul 2026
0.33x
FY Jul 2025
0.27x
FY Jul 2024
0.30x
FY Jul 2023
0.33x
FY Jul 2022
0.25x
Jul 2026
0.33x
Apr 2026
0.30x
Jan 2026
0.26x
Oct 2025
0.26x
Jul 2025
0.27x
Apr 2025
0.29x
Jan 2025
0.31x
Oct 2024
0.31x
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.98x
TTM operating cash flow over long-term debt only, 2024-07-31 (24 months older than the period end)
Cash flow to debt GWRE
FY Jul 2026
0.98x
FY Jul 2025
0.75x
FY Jul 2024
0.49x
FY Jul 2023
0.10x
FY Jul 2022
-0.11x
Jul 2026
0.98x
Apr 2026
0.88x
Jan 2026
0.81x
Oct 2025
0.74x
Jul 2025
0.75x
Apr 2025
0.63x
Jan 2025
0.56x
Oct 2024
0.52x
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+10.5%
TTM net income over average of 2025-07-31 and 2026-07-31
Return on equity GWRE
FY Jul 2026
+10.5%
FY Jul 2025
+5.0%
FY Jul 2024
n/a
FY Jul 2023
-8.4%
FY Jul 2022
n/a
Jul 2026
+10.5%
Apr 2026
+11.9%
Jan 2026
+13.6%
Oct 2025
+6.6%
Jul 2025
+5.0%
Apr 2025
n/a
Jan 2025
n/a
Oct 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+5.3%
TTM net income over average of 2025-07-31 and 2026-07-31
Return on assets GWRE
FY Jul 2026
+5.3%
FY Jul 2025
+2.8%
FY Jul 2024
n/a
FY Jul 2023
-5.2%
FY Jul 2022
n/a
Jul 2026
+5.3%
Apr 2026
+6.4%
Jan 2026
+7.2%
Oct 2025
+3.5%
Jul 2025
+2.8%
Apr 2025
n/a
Jan 2025
n/a
Oct 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+10.7%
operating income after a 15.1% effective tax rate, over long-term debt only, 2024-07-31 (24 months older than the period end) plus average of 2025-07-31 and 2026-07-31 minus cash
Return on invested capital GWRE
FY Jul 2026
+10.7%
FY Jul 2025
n/a
FY Jul 2024
n/a
FY Jul 2023
n/a
FY Jul 2022
n/a
Jul 2026
+10.7%
Apr 2026
n/a
Jan 2026
n/a
Oct 2025
n/a
Jul 2025
n/a
Apr 2025
n/a
Jan 2025
n/a
Oct 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+7.3%
operating income (EBIT proxy) over average of 2025-07-31 and 2026-07-31 minus current liabilities
Return on capital employed GWRE
FY Jul 2026
+7.3%
FY Jul 2025
+2.3%
FY Jul 2024
-3.5%
FY Jul 2023
-8.3%
FY Jul 2022
-10.1%
Jul 2026
+7.3%
Apr 2026
+5.7%
Jan 2026
+4.3%
Oct 2025
+3.0%
Jul 2025
+2.3%
Apr 2025
+1.3%
Jan 2025
+0.0%
Oct 2024
-1.3%
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
113.56x
close 2026-10-26 over four quarters of diluted EPS, 2025-08-01 to 2026-07-31
P/E, trailing GWRE
FY Jul 2026
93.79x
FY Jul 2025
282.78x
FY Jul 2024
n/a
FY Jul 2023
n/a
FY Jul 2022
n/a
Jul 2026
93.79x
Apr 2026
74.81x
Jan 2026
63.98x
Oct 2025
222.51x
Jul 2025
282.78x
Apr 2025
499.44x
Jan 2025
n/a
Oct 2024
503.41x
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$15.1B
market value at close 2026-10-26 on 2026-08-31 shares, plus long-term debt only, 2024-07-31 (24 months older than the period end), minus cash 2026-07-31
Enterprise value GWRE
FY Jul 2026
$12.7B
FY Jul 2025
$18.7B
FY Jul 2024
$12.3B
FY Jul 2023
$6.9B
FY Jul 2022
$6.3B
Jul 2026
$12.7B
Apr 2026
$11.8B
Jan 2026
$12.0B
Oct 2025
$19.7B
Jul 2025
$18.7B
Apr 2025
$17.1B
Jan 2025
$17.3B
Oct 2024
$15.0B
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+2.5%
TTM free cash flow over market value at close 2026-10-26
FCF yield GWRE
FY Jul 2026
+3.0%
FY Jul 2025
+1.5%
FY Jul 2024
+1.5%
FY Jul 2023
+0.5%
FY Jul 2022
-0.7%
Jul 2026
+3.0%
Apr 2026
+2.9%
Jan 2026
+2.6%
Oct 2025
+1.4%
Jul 2025
+1.5%
Apr 2025
+1.4%
Jan 2025
+1.2%
Oct 2024
+1.3%
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
1.11x
P/E over trailing EPS growth of 102%: four quarters to 2026-07-31 against the four to 2025-07-31
PEG, trailing GWRE
FY Jul 2026
0.92x
FY Jul 2025
n/a
FY Jul 2024
n/a
FY Jul 2023
n/a
FY Jul 2022
n/a
Jul 2026
0.92x
Apr 2026
0.21x
Jan 2026
n/a
Oct 2025
1.21x
Jul 2025
n/a
Apr 2025
n/a
Jan 2025
n/a
Oct 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
GWRE ranks highest on institutional and government (82nd percentile) and growth (79th), and lowest on insider conviction (13th), among Software & IT peers.
Profitability
61
Inputs
Return on equity+10.5% · 65 pct, sector of 286
Return on assets+5.3% · 71 pct, sector of 381
Return on invested capital+10.7% · 42 pct, sector of 78
Return on capital employed+7.3% · 65 pct, sector of 294
Financial health
59
Inputs
Debt to equity0.33x · 40 pct, sector of 288
Cash flow to debt0.98x · 78 pct, sector of 241
Growth
79
Inputs
Revenue growth, YoY+22.7% · 73 pct, sector of 480
Backlog growth, YoY+38.7% · 86 pct, sector of 182
Insider conviction
13
Inputs
Net Form 4 buying (codes P and S), 180d-$10.5M · 25 pct, sector of 285
Insider buyers, 180d0 · 0 pct, sector of 290
Institutional and government
82
Inputs
Funds adding, latest quarter257 · 82 pct, sector of 415
Congress net buyers, 365dno Congress trades in 365 days
Federal contracts, 180dno federal contracts in 180 days
Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
49
Inputs
Short interest, % of float+3.9% · 57 pct, sector of 530
Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
New text in Risk Factors, latest 10-K+12.7% · 42 pct, sector of 316
1 not measured: US patents
US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
GWRE filings, in plain words
Are Guidewire Software insiders buying or selling GWRE?
In the 180 days to 2026-10-28, Guidewire Software insiders were net sellers, a net $38.9M across purchases and sales reported on Form 4, by 5 sellers.
Have members of Congress traded GWRE?
Yes, but not in the year to 2026-10-28; the latest on record is a sale by Lisa McClain dated 2025-08-13.
Are there planned insider sales of GWRE?
Yes. 26 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $32.4M of stock; the latest, by JOHN MULLEN, was filed 2026-10-26.
Read the full summary
In the 180 days to 2026-10-28, Guidewire Software insiders were net sellers of GWRE, a net $38.9M across purchases and sales reported on Form 4 by 5 sellers. 53% of the 51 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Members of Congress have disclosed trades in GWRE, none in the last year; the latest on record is a sale by Lisa McClain dated 2025-08-13. Insiders filed 26 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $32.4M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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