Follow-The-Filings

Security · featured owners

GWRE Guidewire Software Inc.

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 7.3%
  • $1.1B
  • 3 add

GWRE (Guidewire Software Inc.) is held in 3 featured 13F books as of 2026 Q2. Bryan Lawrence - Oakcliff Capital Partners is the largest tracked holder by portfolio weight (7.3%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 7.3% (Bryan Lawrence - Oakcliff Capital Partners) · not free-float ownership

  1. Bryan Lawrence add 7.3%
  2. Ron Baron add 1.7%
  3. Spencer Waxman add 1.2%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 1.7% Add +36.3% 8,994,456 $1.1B history
Bryan Lawrence - Oakcliff Capital Partners 2026 Q2 7.3% Add +10.1% 158,683 $20M history
Spencer Waxman - Shannon River Fund Management 2026 Q2 1.2% Add +80.1% 113,230 $14M history

3 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 5 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-K Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 18 rows shown

Filed Form Detail Links
4 Period Sep 15, 2026 · 5 forms Filing Doc
4 Period Sep 11, 2026 · 4 forms Filing Doc
4 Period Sep 8, 2026 Filing Doc
4 Period Aug 31, 2026 Filing Doc
4 Period Aug 27, 2026 Filing Doc
4/A Period Aug 19, 2026 Filing Doc
4 Period Aug 24, 2026 Filing Doc
4 Period Aug 19, 2026 Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 12, 2026 Filing Doc
4 Period Aug 10, 2026 Filing Doc
4 Period Aug 3, 2026 Filing Doc
4 Period Jul 27, 2026 Filing Doc
4 Period Jul 20, 2026 Filing Doc
4 Period Jul 13, 2026 Filing Doc
4 Period Jul 9, 2026 Filing Doc
4 Period Jul 6, 2026 Filing Doc
4 Period Jun 29, 2026 Filing Doc

Updated about 15 hours ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $0.905B $0.98B $1.2B $1.48B
Gross profit $458.21M $583.36M $752.05M $947.37M
Gross margin * 50.6% 59.5% 62.5% 64.2%
Net income -$111.86M -$6.1M $69.8M $139.28M
Net margin * -12.4% -0.6% 5.8% 9.4%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $1.1B $1.3B $1.51B $1.19B
Total non-current assets * $0.928B $0.931B $1.21B $1.39B
Total assets $2.03B $2.23B $2.72B $2.58B
Total current liabilities $373.26M $837.64M $544.8M $664.5M
Total non-current liabilities * $455.16M $45.93M $719.07M $718.76M
Total equity $1.2B $1.34B $1.46B $1.19B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $38.4M $195.75M $300.87M $389.72M
Cash from investing $12.71M -$52.36M -$236.96M -$135.98M
Cash from financing -$261.58M $1.06M $82.29M -$578.98M
Net change in cash -$207.9M $142.39M $149.91M -$326.21M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders