Guidewire Software, Inc. (GWRE)

Price$160.92Cached quote
GWRENYSE
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Financial charts

Revenue

Net income

Free cash flow

Total cash / debt

CashTotal debt

Financial statements

16 annual periodsNewest to oldest
2025202420232022202120202019201820172016201520142013201220112010
Revenue$1.20B$980.5M$905.3M$812.6M$743.3M$742.3M$719.5M$652.8M$509.5M$424.4M$380.5M$350.2M$300.6M$232.1M$172.5M$144.7M
Gross profit$752.1M$583.4M$458.2M$377.2M$389.6M$404.3M$395.2M$356.1M$318.0M$272.6M$233.4M$201.3M$175.0M$142.1M$104.1M$89.2M
Gross margin62.54%59.50%50.61%46.42%52.41%54.46%54.92%54.54%62.40%64.23%61.32%57.47%58.21%61.21%60.37%61.66%
Research & development$296.2M$269.4M$249.7M$229.2M$201.5M$200.6M$188.5M$171.7M$130.3M$112.5M$93.4M$76.2M$63.0M$49.1M$34.8M$28.3M
Operating expenses$711.0M$635.9M$607.7M$576.6M$495.1M$428.2M$393.7M$371.7M$296.1M$256.2M$216.9M$182.9M$145.3M$113.1M$97.3M$71.2M
Operating income$41.1M−$52.6M−$149.5M−$199.4M−$105.6M−$23.9M$1.5M−$15.6M$21.9M$16.4M$16.5M$18.4M$29.7M$28.9M$6.9M$18.0M
Operating margin3.42%−5.36%−16.51%−24.54%−14.21%−3.22%0.20%−2.39%4.29%3.87%4.33%5.26%9.89%12.47%3.98%12.45%
EBITDA$64.8M−$30.3M−$124.7M−$165.9M−$68.6M$18.8M$41.4M$20.0M$40.6M$25.3M$24.0M$25.2M$34.6M$31.9M$9.1M$19.4M
EBITDA margin5.39%−3.09%−13.77%−20.42%−9.23%2.53%5.76%3.06%7.97%5.96%6.30%7.19%11.50%13.73%5.27%13.40%
Net income$69.8M−$6.1M−$111.9M−$180.4M−$66.5M−$27.2M$20.7M−$26.7M$18.1M$15.0M$9.9M$14.7M$24.7M$18.7M$35.6M$15.5M
Net profit margin5.81%−0.62%−12.36%−22.20%−8.95%−3.66%2.88%−4.10%3.55%3.53%2.60%4.20%8.20%8.04%20.62%10.73%
Basic EPSper basic share$0.83-$0.07-$1.36-$2.16-$0.79-$0.33$0.25-$0.34$0.24$0.21$0.14$0.22$0.44$0.36$0.83$0.32
Diluted EPSper diluted share$0.81-$0.07-$1.36-$2.16-$0.79-$0.33$0.25-$0.34$0.24$0.20$0.14$0.21$0.40$0.32$0.76$0.30

Owners

Reported shareholders

Reference date Jun 30, 2026
BAMCO INC /NY/ · ≈10.80% of listed sharesBlackRock, Inc. · ≈10.70% of listed sharesLinonia Partnership LP · ≈8.33% of listed sharesVANGUARD PORTFOLIO MANAGEMENT LLC · ≈5.41% of listed sharesVANGUARD CAPITAL MANAGEMENT LLC · ≈4.62% of listed sharesDarsana Capital Partners LP · ≈4.57% of listed sharesSTATE STREET CORP · ≈3.22% of listed sharesJPMORGAN CHASE & CO · ≈2.70% of listed sharesMASSACHUSETTS FINANCIAL SERVICES CO /MA/ · ≈2.44% of listed sharesRoute One Investment Company, L.P. · ≈2.22% of listed sharesGEODE CAPITAL MANAGEMENT, LLC · ≈1.96% of listed sharesPRINCIPAL FINANCIAL GROUP INC · ≈1.50% of listed sharesVAN ECK ASSOCIATES CORP · ≈1.46% of listed sharesT. Rowe Price Investment Management, Inc. · ≈1.44% of listed sharesArtisan Partners Limited Partnership · ≈1.17% of listed sharesWASATCH ADVISORS LP · ≈1.04% of listed sharesWESTFIELD CAPITAL MANAGEMENT CO LP · ≈1.01% of listed sharesJANE STREET GROUP, LLC · ≈1.00% of listed sharesWELLINGTON MANAGEMENT GROUP LLP · ≈0.93% of listed sharesStockbridge Partners LLC · ≈0.91% of listed shares
≈10.80%of listed shares
BAMCO INC /NY/8.99M shares · Jun 30, 2026
View holders
Top 20 reported holders of GWRE
Holder% owned
BAMCO INC /NY/
≈10.80%8.99M shares
BlackRock, Inc.
≈10.70%8.91M shares
Linonia Partnership LP
≈8.33%6.93M shares
VANGUARD PORTFOLIO MANAGEMENT LLC
≈5.41%4.51M shares
VANGUARD CAPITAL MANAGEMENT LLC
≈4.62%3.85M shares
Darsana Capital Partners LP
≈4.57%3.8M shares
STATE STREET CORP
≈3.22%2.68M shares
JPMORGAN CHASE & CO
≈2.70%2.25M shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
≈2.44%2.03M shares
Route One Investment Company, L.P.
≈2.22%1.85M shares
GEODE CAPITAL MANAGEMENT, LLC
≈1.96%1.64M shares
PRINCIPAL FINANCIAL GROUP INC
≈1.50%1.25M shares
VAN ECK ASSOCIATES CORP
≈1.46%1.22M shares
T. Rowe Price Investment Management, Inc.
≈1.44%1.2M shares
Artisan Partners Limited Partnership
≈1.17%970.33K shares
WASATCH ADVISORS LP
≈1.04%867.12K shares
WESTFIELD CAPITAL MANAGEMENT CO LP
≈1.01%839.34K shares
JANE STREET GROUP, LLC
≈1.00%834.84K shares
WELLINGTON MANAGEMENT GROUP LLP
≈0.93%776.45K shares
Stockbridge Partners LLC
≈0.91%759.83K shares

Percentages use 83.26M shares of this listed class outstanding on May 29, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.

Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.

Source: SEC Form 13F ↗Updated Sep 29, 2026 · Quarterly data

Insider buys & sells

Jul 1, 2024–Jun 30, 2026
Buys0$0.00 disclosed value
Sells (SEC code S)181$82.87M disclosed value
181 recent transactions
TransactionInsiderTypeSharesPriceValueOwned after
Jun 29, 2026Form 4 · 10b5-1Rosenbaum Michael GeorgeChief Executive OfficerSellCommon Stock1.2K$124.29$149.1K197.4K
Jun 22, 2026Form 4 · 10b5-1Cooper Jeffrey ElliottChief Financial OfficerSellCommon Stock1.3K$105.67$142.4K62.1K
Jun 22, 2026Form 4 · 10b5-1Rosenbaum Michael GeorgeChief Executive OfficerSellCommon Stock1.2K$105.67$126.8K198.6K
Jun 16, 2026Form 4Mullen John PPresidentSellCommon Stock4.3K$118.74$509.6K131.1K
Jun 16, 2026Form 4Cooper Jeffrey ElliottChief Financial OfficerSellCommon Stock2.6K$118.74$308.0K63.5K

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