Guidewire Software (GWRE)

Guidewire Software Pty Ltd. • Guidewire Servicios de Software Services do Brazil Ltda • Guidewire Software Canada ULC • Guidewire Software Denmark ApS • Guidewire Software GmbH • Guidewire Software Solutions India Private Limited • Guidewire Software (Ireland) Limited. • Guidewire Software (Italy) S.r.l. • Guidewire Software Japan K.K. • Guidewire Software (Malaysia) Sdn. BHD ...

IRS number

364468504

GWRE stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$217.63

Low target

$210.00

High target

$231.00

Latest filings (excl ownership)

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Submission of Matters to a Vote of Security Holders

5 Dec 24

Guidewire Announces First Quarter Fiscal Year 2025 Financial Results

5 Dec 24

DEFA14A

Additional proxy soliciting materials

1 Nov 24

Guidewire Software, Inc. Announces Proposed Convertible Senior Notes Offering

18 Oct 24

8-K

Departure of Directors or Certain Officers

16 Sep 24

Transcripts

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GWRE

Earnings call transcript

2025 Q1

5 Dec 24

GWRE

Earnings call transcript

2024 Q4

5 Sep 24

GWRE

Earnings call transcript

2024 Q3

4 Jun 24

GWRE

Earnings call transcript

2024 Q2

7 Mar 24

GWRE

Earnings call transcript

2024 Q1

7 Dec 23

GWRE

Earnings call transcript

2023 Q4

7 Sep 23

GWRE

Earnings call transcript

2023 Q4

7 Sep 23

GWRE

Earnings call transcript

2023 Q3

1 Jun 23

GWRE

Earnings call transcript

2023 Q3

1 Jun 23

GWRE

Earnings call transcript

2023 Q2

6 Mar 23

Latest ownership filings

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John P Mullen

20 Dec 24

144

Notice of proposed sale of securities

20 Dec 24

Jeffrey Elliott Cooper

Notice of proposed sale of securities

19 Dec 24

144

Notice of proposed sale of securities

19 Dec 24

Michael George Rosenbaum

Notice of proposed sale of securities

18 Dec 24

144

Notice of proposed sale of securities

18 Dec 24

Financial summary

Financial statements Chart GWRE financial data

Quarter (USD)	Oct 24	Jul 24	Apr 24	Jan 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Jul 24	Jul 23	Jul 22	Jul 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q2 2024

GWRE institutional ownership history Ownership history

46.6% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	245	355	-31.0%
Opened positions	87	103	-15.5%
Closed positions	197	58	+239.7%
Increased positions	71	100	-29.0%
Reduced positions	55	100	-45.0%

13F shares	Current	Prev Q	Change
Total value	4.37 tn	7.20 tn	-39.4%
Total shares	38.20 mm	70.04 mm	-45.5%
Total puts	190.50 k	148.10 k	+28.6%
Total calls	418.70 k	301.90 k	+38.7%
Total put/call ratio	0.5	0.5	-7.3%

Largest owners	Shares	Value	Change
Bamco	6.13 mm	$844.62 bn	-1.5%
Berkshire Partners	4.73 mm	$0.00	0.0%
Darsana Capital Partners	3.25 mm	$448.14 bn	NEW
Route One Investment	2.87 mm	$395.13 bn	NEW
Wasatch Advisors	2.69 mm	$370.43 bn	-6.6%
Linonia Partnership	2.40 mm	$330.33 bn	+8.4%
STT State Street	1.41 mm	$193.85 bn	+2.5%
Riverbridge Partners	1.02 mm	$141.08 bn	-5.1%
BAC Bank of America	1.01 mm	$139.48 bn	NEW
Whale Rock Capital Management	941.23 k	$129.79 bn	NEW

Largest transactions	Shares	Bought/sold	Change
Vanguard	0.00	-8.13 mm	EXIT
BLK BlackRock	0.00	-4.38 mm	EXIT
Stockbridge Partners	0.00	-3.46 mm	EXIT
Darsana Capital Partners	3.25 mm	+3.25 mm	NEW
Route One Investment	2.87 mm	+2.87 mm	NEW
Massachusetts Financial Services	0.00	-2.23 mm	EXIT
Brown Capital Management	0.00	-2.08 mm	EXIT
IVZ Invesco	0.00	-2.01 mm	EXIT
JPM JPMorgan Chase & Co.	0.00	-1.69 mm	EXIT
Artisan Partners Limited Partnership	0.00	-1.50 mm	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

GWRE insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
20 Dec 24	John P Mullen	Common Stock	Sell	Dispose S	No	Yes	170.43	1,350	230.08 k	180,746
17 Dec 24	Lego Catherine P	Common Stock	Grant	Acquire A	No	No	0	1,211	0.00	13,197
17 Dec 24	Dillon Margaret	Common Stock	Grant	Acquire A	No	No	0	1,211	0.00	15,197
17 Dec 24	Rajani Ramanathan	Common Stock	Grant	Acquire A	No	No	0	1,211	0.00	9,861
17 Dec 24	Anquillare Mark V	Common Stock	Grant	Acquire A	No	No	0	1,211	0.00	1,520