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All holdings

Guidewire Software

GWRE

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
1
In their latest 13F (Q3 2026)
See who
Value held
$19.5m
Combined value at quarter end
Last quarter
1 bought
0 sold or trimmed
Price at Q2 ’26 end
$123.05
-17.7% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+32.7%Q3 ’24
-7.8%Q4 ’24
+11.1%Q1 ’25
+25.7%Q2 ’25
-2.4%Q3 ’25
-12.6%Q4 ’25
-25.6%Q1 ’26
-17.7%Q2 ’26
Q3 ’24: +32.7%; Q4 ’24: -7.8%; Q1 ’25: +11.1%; Q2 ’25: +25.7%; Q3 ’25: -2.4%; Q4 ’25: -12.6%; Q1 ’26: -25.6%; Q2 ’26: -17.7%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

2Q4 ’23
2Q1 ’24
2Q2 ’24
2Q3 ’24
1Q4 ’24
1Q1 ’25
1Q2 ’25
2Q3 ’25
1Q4 ’25
1Q1 ’26
1Q2 ’26
0Q3 ’26
Q4 ’23: 2; Q1 ’24: 2; Q2 ’24: 2; Q3 ’24: 2; Q4 ’24: 1; Q1 ’25: 1; Q2 ’25: 1; Q3 ’25: 2; Q4 ’25: 1; Q1 ’26: 1; Q2 ’26: 1; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Guidewire Software.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Guidewire Software
Oakcliff Capital7.3%$19.5m$19.5mAdded +10%23 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Guidewire Software
Bought or soldFiling
20 Oct 2026Mullen John PPresident▼ Sold5,400$185.00$999kForm 4
19 Oct 2026Rosenbaum Michael GeorgeChief Executive Officer▼ Sold1,200$167.90$201kForm 4
12 Oct 2026Rosenbaum Michael GeorgeChief Executive Officer▼ Sold1,200$168.97$203kForm 4
9 Oct 2026King James WinstonChief Admin Officer, Gen Couns▼ Sold9,187$168.00$1.5mForm 4
5 Oct 2026Rosenbaum Michael GeorgeChief Executive Officer▼ Sold1,200$152.52$183kForm 4
28 Sep 2026Rosenbaum Michael GeorgeChief Executive Officer▼ Sold1,200$142.65$171kForm 4
21 Sep 2026Rosenbaum Michael GeorgeChief Executive Officer▼ Sold1,200$145.92$175kForm 4
18 Sep 2026Cooper Jeffrey ElliottChief Financial Officer▼ Sold4,468$142.69$638kForm 4
18 Sep 2026Cooper Jeffrey ElliottChief Financial Officer▼ Sold2,430$141.68$344kForm 4
18 Sep 2026King James WinstonChief Admin Officer, Gen Couns▼ Sold1,381$144.98$200kForm 4
18 Sep 2026Cooper Jeffrey ElliottChief Financial Officer▼ Sold1,195$143.61$172kForm 4
18 Sep 2026Cooper Jeffrey ElliottChief Financial Officer▼ Sold994$144.98$144kForm 4
18 Sep 2026Cooper Jeffrey ElliottChief Financial Officer▼ Sold854$140.73$120kForm 4
17 Sep 2026Rosenbaum Michael GeorgeChief Executive Officer▼ Sold72,290$144.47$10.4mForm 4
17 Sep 2026Mullen John PPresident▼ Sold39,683$144.47$5.7mForm 4
17 Sep 2026Cooper Jeffrey ElliottChief Financial Officer▼ Sold23,234$144.47$3.4mForm 4
17 Sep 2026King James WinstonChief Admin Officer, Gen Couns▼ Sold11,814$144.47$1.7mForm 4
17 Sep 2026Peterson David FranklinChief Accounting Officer▼ Sold1,905$144.47$275kForm 4
14 Sep 2026Rosenbaum Michael GeorgeChief Executive Officer▼ Sold1,200$145.87$175kForm 4
8 Sep 2026Rosenbaum Michael GeorgeChief Executive Officer▼ Sold1,200$160.52$193kForm 4

About the company

Sector
Technology · Services-Prepackaged Software
Incorporated in
Delaware
Financial year ends
31 July
Shares outstanding
82m at 31 Aug 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$350mJul ’14
$424mJul ’16
$653mJul ’18
$742mJul ’20
$813mJul ’22
$980mJul ’24
$1.5bnJul ’26
Jul ’13: $301m; Jul ’14: $350m; Jul ’15: $381m; Jul ’16: $424m; Jul ’17: $510m; Jul ’18: $653m; Jul ’19: $720m; Jul ’20: $742m; Jul ’21: $743m; Jul ’22: $813m; Jul ’23: $905m; Jul ’24: $980m; Jul ’25: $1.2bn; Jul ’26: $1.5bn
Guidewire Software revenue and net income by year
YearRevenueNet income
Year to Jul 2026$1.5bn–
Year to Jul 2025$1.2bn–
Year to Jul 2024$980m–
Year to Jul 2023$905m–
Year to Jul 2022$813m–
Year to Jul 2021$743m–
Year to Jul 2020$742m–
Year to Jul 2019$720m–
Year to Jul 2018$653m–
Year to Jul 2017$510m–
Year to Jul 2016$424m–
Year to Jul 2015$381m–
Year to Jul 2014$350m–
Year to Jul 2013$301m–

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.