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GWRE Guidewire Software Inc.

Information Technology, filed as GUIDEWIRE SOFTWARE INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2

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

In 2026 Q2 Bryan Lawrence, Ron Baron, and Spencer Waxman added to Guidewire Software.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns GWRE

Sorted by value, long equity only, as of 2026 Q2.

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

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by GWRE's executives, directors and 10% owners in the last 12 months, from their Form 4s

All GWRE insider trades
  • None no insider bought on the open market
  • $755K sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. Jeffrey Elliott Cooper CFO
    Sale
    $755K 4,757 shares at $158.72 6.5% of stake
    Traded Mar 13 Filed Mar 13
    ↗

Also filed in the last 12 months, not counted as buying or selling: 91 sales to cover taxes, 12 stock grants, and 5 option exercises.

Congress

2 members of Congress traded GWRE in the last three years: 2 buys and 3 sales.

All Congress trades
  1. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Aug 13, 2025 filed Sep 12, 2025
  2. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Aug 4, 2025 filed Sep 12, 2025
  3. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Jun 24, 2025 filed Aug 13, 2025
  4. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jun 17, 2025 filed Aug 13, 2025
  5. Robert P. Bresnahan, Jr. R-PA-8 Sell $1K–$15K May 23, 2025 filed Jun 23, 2025

SEC filings

Recent issuer filings from EDGAR, 7 shown.

Filed Form Detail Links
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 1.01,2.03,7.01,9.01 Filing Doc
8-K 8.01 Filing Doc
10-K Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.