Stocks Technology GWRE
NYSE · TechnologyGuidewire Software, Inc. (GWRE)
Guidewire Software, Inc. reported revenue of $1.5B in fiscal 2026, up 22.7% from a year earlier. Net income was $139.3M, a net margin of 9.4%. Operating cash flow minus capital spending left $377.7M of free cash flow in fiscal 2026. At July 31, 2026 it held $372.9M in cash. Its latest periodic report to the SEC is the annual report (10-K) filed on September 11, 2026.
Key facts about Guidewire Software, Inc.
- Net worth
- Guidewire Software, Inc. has a market value (market cap) of $12.9B at the latest share price, and shareholders' equity of $1.2B on its balance sheet at July 31, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2026 revenue was $1.5B (+22.7% year on year), with net income of $139.3M.
- Cash flow
- In fiscal 2026 operations brought in $389.7M of cash; after $12.1M of capital spending, free cash flow was $377.7M.
- Latest report
- The latest periodic report (annual report, 10-K) was filed with the SEC on September 11, 2026 and covers the period to July 31, 2026. Open on SEC EDGAR
What Guidewire Software, Inc. does
Guidewire Software, Inc. is registered with the SEC under industry code SIC 7372 (Services-Prepackaged Software). Its shares trade on NYSE under the ticker GWRE.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2026 | $1.5B | $139.3M | $1.63 | $377.7M |
| 2025 | $1.2B | $69.8M | $0.81 | $295.1M |
| 2024 | $980.5M | -$6.1M | -$0.07 | $189.4M |
| 2023 | $905.3M | -$111.9M | -$1.36 | $32.6M |
| 2022 | $812.6M | -$180.4M | -$2.16 | -$47.5M |
| 2021 | $743.3M | -$66.5M | -$0.79 | $92.6M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where GWRE ranks in Technology
Latest SEC filings
What Guidewire Software, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 29, 2026Additional proxy material DEFA14A
- October 29, 2026Proxy statement DEF 14A
- October 27, 2026
- September 30, 2026Other event 8-K
- September 11, 2026Annual report 10-K · period to July 31, 2026Revenue rose 23% to $1.5B versus the prior year; diluted EPS $1.63 versus $0.81.
- September 3, 2026
- July 22, 2026
- July 2, 2026Passive stake changed SCHEDULE 13G/A
- June 5, 2026Quarterly report 10-Q · period to April 30, 2026Revenue rose 27% to $372.5M versus the same quarter last year; diluted EPS $0.19 versus $0.54.
- June 4, 2026
What is GWRE worth? A DCF from its reported cash flow
Insider trades
What the people running Guidewire Software, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $35.1M worth of shares in the last 90 days and bought none on the open market. Most of the selling (84%) was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 9, 2026 | Rosenbaum Michael GeorgeChief Executive Officer, Director | Soldpre-planned (10b5-1) | 1,200 | $191.5K |
| November 2, 2026 | Rosenbaum Michael GeorgeChief Executive Officer, Director | Soldpre-planned (10b5-1) | 1,200 | $192.2K |
| October 26, 2026 | Mullen John PPresident | Soldpre-planned (10b5-1) | 1,800 | $336.9K |
| October 26, 2026 | Rosenbaum Michael GeorgeChief Executive Officer, Director | Soldpre-planned (10b5-1) | 1,200 | $224.6K |
| October 20, 2026 | Mullen John PPresident | Soldpre-planned (10b5-1) | 5,400 | $999K |
| October 19, 2026 | Rosenbaum Michael GeorgeChief Executive Officer, Director | Soldpre-planned (10b5-1) | 1,200 | $201.5K |
| October 12, 2026 | Rosenbaum Michael GeorgeChief Executive Officer, Director | Soldpre-planned (10b5-1) | 1,200 | $202.8K |
| October 9, 2026 | King James WinstonChief Admin Officer, Gen Couns | Soldpre-planned (10b5-1) | 9,187 | $1.5M |
Who owns GWRE
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Baron Capital Group, Inc.13G, passive with 3 related filers | 10.8% | July 2, 2026 |
| Linonia Partners Fund LP13G, passive with 3 related filers | 9% | May 15, 2026 |
| Vanguard Portfolio Management13G, passive | 5.45% | April 29, 2026 |
| Vanguard Capital Management13G, passive | 5.3% | April 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 547 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Bamco Inc | 8,994,456 | +2,397,003 |
| BlackRock, Inc. | 8,909,665 | -418,036 |
| Linonia Partnership LP | 6,933,483 | -717,647 |
| Vanguard Portfolio Management LLC | 4,507,288 | -87,283 |
| Vanguard Capital Management LLC | 3,845,465 | +2,404 |
| Darsana Capital Partners LP | 3,804,000 | -196,000 |
| State Street Corp | 2,681,587 | +60,897 |
| Jpmorgan Chase & Co | 2,249,339 | +1,391,489 |
| Massachusetts Financial Services Co | 2,028,908 | -966,429 |
| Route One Investment Company, L.P. | 1,849,364 | 0 |
| Geode Capital Management, LLC | 1,635,297 | -73,075 |
| Principal Financial Group Inc | 1,249,192 | +68,858 |
| Van Eck Associates Corp | 1,215,855 | new |
| Artisan Partners Limited Partnership | 970,325 | -174,915 |
| Wasatch Advisors LP | 867,117 | +65,628 |
| Westfield Capital Management Co LP | 839,337 | +352,756 |
| Jane Street Group, LLC | 834,841 | +103,496 |
| Wellington Management Group Llp | 776,446 | -340,073 |
| Stockbridge Partners LLC | 759,827 | +623,392 |
| DF Dent & Co Inc | 726,645 | +108,370 |
Insiders
13 insiders reported holding 645,950 shares in total, about $100.4M at the last price.
| Holder | Shares |
|---|---|
| Rosenbaum Michael GeorgeChief Executive Officer, Director | 271,266 |
| Mullen John PPresident | 176,447 |
| Cooper Jeffrey ElliottChief Financial Officer | 85,420 |
| King James WinstonChief Admin Officer, Gen Couns | 35,371 |
| Dillon MargaretDirector | 16,393 |
| Lego Catherine PDirector | 14,393 |
| Peterson David FranklinChief Accounting Officer | 12,233 |
| Ramanathan RajaniDirector | 11,057 |
| Keller Michael CDirector | 10,606 |
| Bauer David SDirector | 7,099 |
Questions about GWRE
What does Guidewire Software, Inc. do?
Guidewire Software, Inc. is a company in the Technology sector, listed on NYSE as GWRE. Its shares trade on NYSE under the ticker GWRE.
What is Guidewire Software, Inc.'s net worth?
Guidewire Software, Inc. has a market value (market cap) of $12.9B at the latest share price, and shareholders' equity of $1.2B on its balance sheet at July 31, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Guidewire Software, Inc. profitable?
Yes. In fiscal 2026 it reported net income of $139.3M on revenue of $1.5B, a net margin of 9.4%.
How much revenue does Guidewire Software, Inc. make?
In fiscal 2026 Guidewire Software, Inc. reported revenue of $1.5B. That is 22.7% more than a year earlier.
When did Guidewire Software, Inc. last report?
Its most recent periodic report is the annual report (10-K) filed on September 11, 2026. It covers the period to July 31, 2026. Its newest filing of any kind is the insider trade from November 9, 2026.
Similar companies
Compare GWRE with
Follow GWRE
Get an email when Guidewire Software, Inc. files with the SEC: results, executive changes, material agreements and annual reports.
Where the numbers come from
Financial figures are the values Guidewire Software, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.