Guidewire Software, Inc.
GWRE · Services-Prepackaged Software · 83.3M shares · -0%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $119M (gross $262M, SBC $143M)
Reference price $105.67 · est. market cap ~$8.8B — last insider sale, 2026-06-22 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B70Insurance-software platform mid cloud transition: strong FCF and growth, modest GAAP margins.
Strengths
- Strong free cash flow — FCF $295.1M (63rd), FCF margin 24.5%
- Solid growth — revenue +22.6% (68th)
- Adequate coverage and liquidity — interest coverage 3.11, current ratio 2.77 (81st)
Risks
- Slim operating margin — 3.4% (52nd) during the cloud transition
- Mid-pack gross margin — 62.5% (27th) as cloud mix dilutes
- Valuation hinges on cloud ramp — per 10-K
Notable findings
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC, Bridgewater Associates, LP, RENAISSANCE TECHNOLOGIES LLC
- Strong balance sheetStrong balance sheet — $1.5B cash & investments
- Notable holderHeld by 4 notable fund(s): STATE STREET CORP, FMR LLC, GOLDMAN SACHS GROUP INC +1 more (as of 2026-03-31)
- Insider sellingInsider selling — 37 open-market sale(s) by 5 insider(s) (cluster of 5 insiders, ~$9M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
62.5%
Operating margin
3.4%
Net margin
5.8%
Return on equity
4.8%
Return on assets
2.6%
Revenue growth (QoQ)
3.7%
Interest coverage
3.1×
Current ratio
2.8×
Free cash flow
$295M
EBITDA
$65M
Tangible book value
$1.1B
Cash & investments
$1.5B
Stock comp / revenue
13.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-22 | Rosenbaum Michael George | Sell | 1.2K | $105.67 |
| 2026-06-22 | Cooper Jeffrey Elliott | Sell | 1.3K | $105.67 |
| 2026-06-16 | Cooper Jeffrey Elliott | Sell | 2.6K | $118.74 |
| 2026-06-16 | Rosenbaum Michael George | Sell | 5.8K | $118.74 |
| 2026-06-16 | King James Winston | Sell | 999 | $118.74 |
| 2026-06-16 | Peterson David Franklin | Sell | 246 | $118.74 |
| 2026-06-16 | Mullen John P | Sell | 4.3K | $118.74 |
| 2026-06-15 | Rosenbaum Michael George | Sell | 1.2K | $123.85 |
| 2026-06-08 | Rosenbaum Michael George | Sell | 1.2K | $135.62 |
| 2026-06-01 | Rosenbaum Michael George | Sell | 1.2K | $158.92 |
| 2026-05-26 | Rosenbaum Michael George | Sell | 1.2K | $138.51 |
| 2026-05-18 | Rosenbaum Michael George | Sell | 1.2K | $128.19 |
| 2026-05-11 | Rosenbaum Michael George | Sell | 1.2K | $136.38 |
| 2026-05-04 | Rosenbaum Michael George | Sell | 1.2K | $141.91 |
| 2026-04-27 | Rosenbaum Michael George | Sell | 1.2K | $138.09 |
| 2026-04-20 | Rosenbaum Michael George | Sell | 1.2K | $139.75 |
| 2026-04-13 | Rosenbaum Michael George | Sell | 1.2K | $118.77 |
| 2026-04-06 | Rosenbaum Michael George | Sell | 1.2K | $151.14 |
| 2026-03-30 | Rosenbaum Michael George | Sell | 1.2K | $145.74 |
| 2026-03-23 | Rosenbaum Michael George | Sell | 1.2K | $155.56 |
| 2026-03-17 | Mullen John P | Sell | 6.6K | $163.86 |
| 2026-03-17 | Cooper Jeffrey Elliott | Sell | 1.9K | $163.86 |
| 2026-03-17 | Rosenbaum Michael George | Sell | 4.7K | $163.86 |
| 2026-03-17 | King James Winston | Sell | 1.0K | $163.86 |
| 2026-03-17 | Peterson David Franklin | Sell | 273 | $163.86 |
| 2026-03-16 | Rosenbaum Michael George | Sell | 1.2K | $160.00 |
| 2026-03-13 | Cooper Jeffrey Elliott | Sell | 4.8K | $158.72 |
| 2026-03-09 | Rosenbaum Michael George | Sell | 1.2K | $166.34 |
| 2026-03-02 | Rosenbaum Michael George | Sell | 1.2K | $143.87 |
| 2026-02-23 | Rosenbaum Michael George | Sell | 1.2K | $125.50 |
| 2026-02-17 | Rosenbaum Michael George | Sell | 1.2K | $127.00 |
| 2026-02-09 | Rosenbaum Michael George | Sell | 1.2K | $127.77 |
| 2026-02-02 | Rosenbaum Michael George | Sell | 1.2K | $140.01 |
| 2026-01-26 | Rosenbaum Michael George | Sell | 1.2K | $160.32 |
| 2026-01-20 | Rosenbaum Michael George | Sell | 1.2K | $156.26 |
| 2026-01-13 | Cooper Jeffrey Elliott | Sell | 216 | $180.87 |
| 2026-01-13 | Rosenbaum Michael George | Sell | 1.2K | $180.87 |
| 2025-12-29 | Rosenbaum Michael George | Sell | 1.4K | $204.95 |
| 2025-12-22 | Rosenbaum Michael George | Sell | 1.4K | $200.72 |
| 2025-12-18 | King James Winston | Sell | 1.9K | $195.00 |
| 2025-12-18 | Cooper Jeffrey Elliott | Sell | 1.2K | $195.00 |
| 2025-12-16 | Rosenbaum Michael George | Sell | 6.0K | $192.08 |
| 2025-12-16 | Cooper Jeffrey Elliott | Sell | 2.9K | $192.08 |
| 2025-12-16 | King James Winston | Sell | 1.5K | $192.08 |
| 2025-12-16 | Mullen John P | Sell | 8.0K | $192.08 |
| 2025-12-16 | Peterson David Franklin | Sell | 358 | $192.08 |
| 2025-12-15 | Bauer David S | Grant | 1.2K | — |
| 2025-12-15 | Ramanathan Rajani | Grant | 1.2K | — |
| 2025-12-15 | Dillon Margaret | Grant | 1.2K | — |
| 2025-12-15 | Sloan Jeffrey Steven | Grant | 1.2K | — |
| 2025-12-15 | Anquillare Mark V | Grant | 1.2K | — |
| 2025-12-15 | Lego Catherine P | Grant | 1.2K | — |
| 2025-12-15 | KELLER MICHAEL C | Grant | 1.2K | — |
| 2025-12-15 | Rosenbaum Michael George | Sell | 1.4K | $204.34 |
| 2025-12-08 | Rosenbaum Michael George | Sell | 1.4K | $210.87 |
| 2025-12-01 | Mullen John P | Sell | 3.0K | $213.44 |
| 2025-12-01 | Rosenbaum Michael George | Sell | 1.4K | $213.44 |
| 2025-11-24 | Rosenbaum Michael George | Sell | 1.4K | $213.23 |
| 2025-11-17 | Rosenbaum Michael George | Sell | 1.4K | $222.54 |
| 2025-11-17 | King James Winston | Sell | 798 | $222.54 |
| 2025-11-10 | Rosenbaum Michael George | Sell | 1.4K | $218.53 |
| 2025-11-03 | Mullen John P | Sell | 3.0K | $231.85 |
| 2025-11-03 | Rosenbaum Michael George | Sell | 1.4K | $231.85 |
| 2025-10-27 | Rosenbaum Michael George | Sell | 1.4K | $255.40 |
| 2025-10-20 | Rosenbaum Michael George | Sell | 1.4K | $245.70 |
| 2025-10-20 | King James Winston | Sell | 798 | $245.70 |
| 2025-10-13 | Rosenbaum Michael George | Sell | 1.4K | $239.71 |
| 2025-10-06 | Rosenbaum Michael George | Sell | 1.4K | $230.08 |
| 2025-10-01 | Bauer David S | Sell | 500 | $230.73 |
| 2025-10-01 | Mullen John P | Sell | 3.0K | $230.73 |
| 2025-09-29 | Rosenbaum Michael George | Sell | 1.4K | $232.25 |
| 2025-09-24 | Cooper Jeffrey Elliott | Other | 38 | — |
| 2025-09-22 | Rosenbaum Michael George | Sell | 1.4K | $244.55 |
| 2025-09-18 | Cooper Jeffrey Elliott | Sell | 858 | $250.28 |
| 2025-09-18 | King James Winston | Sell | 1.2K | $248.16 |
| 2025-09-18 | King James Winston | Sell | 1.9K | $249.35 |
| 2025-09-18 | King James Winston | Sell | 2.1K | $250.12 |
| 2025-09-18 | Peterson David Franklin | Sell | 1.0K | $249.86 |
| 2025-09-18 | King James Winston | Sell | 1.9K | $247.21 |
| 2025-09-18 | Cooper Jeffrey Elliott | Sell | 860 | $246.80 |
| 2025-09-18 | Cooper Jeffrey Elliott | Sell | 1.5K | $247.47 |
| 2025-09-18 | Cooper Jeffrey Elliott | Sell | 1.9K | $248.64 |
| 2025-09-18 | Cooper Jeffrey Elliott | Sell | 2.5K | $249.75 |
| 2025-09-16 | Rosenbaum Michael George | Sell | 30K | $242.87 |
| 2025-09-16 | Mullen John P | Sell | 16K | $242.87 |
| 2025-09-16 | Peterson David Franklin | Sell | 1.8K | $242.87 |
| 2025-09-16 | Cooper Jeffrey Elliott | Sell | 14K | $242.87 |
| 2025-09-16 | King James Winston | Sell | 7.1K | $242.87 |
| 2025-09-15 | King James Winston | Option exercise | 11K | — |
| 2025-09-15 | Mullen John P | Option exercise | 19K | — |
| 2025-09-15 | Cooper Jeffrey Elliott | Option exercise | 21K | — |
| 2025-09-15 | Rosenbaum Michael George | Option exercise | 46K | — |
| 2025-09-15 | Peterson David Franklin | Option exercise | 3.2K | — |
| 2025-09-15 | Rosenbaum Michael George | Sell | 1.4K | $252.83 |
| 2025-09-11 | Rosenbaum Michael George | Grant | 29K | — |
| 2025-09-11 | Cooper Jeffrey Elliott | Grant | 13K | — |
| 2025-09-11 | Mullen John P | Grant | 16K | — |
| 2025-09-11 | King James Winston | Grant | 5.7K | — |
| 2025-09-11 | Peterson David Franklin | Grant | 843 | — |
| 2025-09-08 | Rosenbaum Michael George | Sell | 1.4K | $261.28 |
| 2025-09-02 | Mullen John P | Sell | 3.0K | $214.30 |
| 2025-09-02 | Rosenbaum Michael George | Sell | 1.4K | $214.30 |
| 2025-08-25 | Rosenbaum Michael George | Sell | 1.4K | $214.70 |
| 2025-08-18 | King James Winston | Sell | 799 | $211.61 |
| 2025-08-18 | Rosenbaum Michael George | Sell | 1.4K | $211.61 |
| 2025-08-11 | Rosenbaum Michael George | Sell | 1.4K | $212.44 |
| 2025-08-04 | Rosenbaum Michael George | Sell | 1.4K | $225.04 |
| 2025-08-01 | Mullen John P | Sell | 3.0K | $223.28 |
| 2025-07-28 | Rosenbaum Michael George | Sell | 1.4K | $223.75 |
| 2025-07-21 | Rosenbaum Michael George | Sell | 1.4K | $222.31 |
| 2025-07-14 | Rosenbaum Michael George | Sell | 1.4K | $220.65 |
| 2025-07-14 | King James Winston | Sell | 2.5K | $220.65 |
| 2025-07-07 | Rosenbaum Michael George | Sell | 1.4K | $230.70 |
| 2025-07-01 | Bauer David S | Sell | 500 | $235.05 |
| 2025-07-01 | Mullen John P | Sell | 3.0K | $235.05 |
| 2025-06-30 | Rosenbaum Michael George | Sell | 1.4K | $236.89 |
| 2025-06-26 | Cooper Jeffrey Elliott | Other | 42 | — |
| 2025-06-25 | KELLER MICHAEL C | Sell | 1.0K | $239.00 |
| 2025-06-24 | KELLER MICHAEL C | Sell | 1.0K | $237.53 |
| 2025-06-23 | Rosenbaum Michael George | Sell | 1.4K | $238.12 |
| 2025-06-18 | Cooper Jeffrey Elliott | Sell | 1.2K | $249.22 |
| 2025-06-18 | Cooper Jeffrey Elliott | Sell | 372 | $250.19 |
| 2025-06-17 | King James Winston | Sell | 1.2K | $248.94 |
| 2025-06-17 | Mullen John P | Sell | 7.1K | $248.94 |
| 2025-06-17 | Cooper Jeffrey Elliott | Sell | 2.8K | $248.94 |
| 2025-06-17 | Rosenbaum Michael George | Sell | 5.9K | $248.94 |
| 2025-06-16 | KELLER MICHAEL C | Sell | 860 | $254.53 |
| 2025-06-16 | Rosenbaum Michael George | Sell | 1.4K | $254.53 |
| 2025-06-09 | Rosenbaum Michael George | Sell | 1.4K | $256.50 |
| 2025-06-02 | Mullen John P | Sell | 3.0K | $215.35 |
| 2025-06-02 | Rosenbaum Michael George | Sell | 1.4K | $215.35 |
| 2025-05-27 | Rosenbaum Michael George | Sell | 1.4K | $212.02 |
| 2025-05-19 | Rosenbaum Michael George | Sell | 1.4K | $215.25 |
| 2025-05-12 | Rosenbaum Michael George | Sell | 1.4K | $216.51 |
| 2025-05-05 | Rosenbaum Michael George | Sell | 1.4K | $208.36 |
| 2025-05-02 | Mullen John P | Sell | 2.1K | $210.00 |
| 2025-05-01 | Mullen John P | Sell | 2.3K | $206.79 |
| 2025-04-28 | Rosenbaum Michael George | Sell | 1.4K | $198.22 |
| 2025-04-21 | Rosenbaum Michael George | Sell | 1.4K | $189.44 |
| 2025-04-14 | Rosenbaum Michael George | Sell | 1.4K | $194.90 |
| 2025-04-07 | Rosenbaum Michael George | Sell | 1.4K | $167.82 |
| 2025-04-01 | Mullen John P | Sell | 2.3K | $187.95 |
| 2025-04-01 | Bauer David S | Sell | 500 | $187.95 |
| 2025-03-31 | Rosenbaum Michael George | Sell | 1.4K | $184.41 |
| 2025-03-26 | Cooper Jeffrey Elliott | Other | 59 | — |
| 2025-03-24 | Rosenbaum Michael George | Sell | 1.4K | $195.15 |
| 2025-03-19 | King James Winston | Sell | 841 | $191.30 |
| 2025-03-19 | King James Winston | Sell | 792 | $194.61 |
| 2025-03-19 | Cooper Jeffrey Elliott | Sell | 485 | $191.33 |
| 2025-03-19 | Cooper Jeffrey Elliott | Sell | 819 | $193.20 |
| 2025-03-19 | Cooper Jeffrey Elliott | Sell | 603 | $194.10 |
| 2025-03-19 | Cooper Jeffrey Elliott | Sell | 200 | $194.98 |
| 2025-03-19 | King James Winston | Sell | 1.8K | $193.51 |
| 2025-03-18 | Rosenbaum Michael George | Sell | 4.9K | $189.41 |
| 2025-03-18 | Cooper Jeffrey Elliott | Sell | 2.0K | $189.41 |
| 2025-03-18 | King James Winston | Sell | 1.1K | $189.41 |
| 2025-03-18 | Mullen John P | Sell | 6.1K | $189.41 |
| 2025-03-17 | KELLER MICHAEL C | Sell | 1.8K | $185.03 |
| 2025-03-17 | Rosenbaum Michael George | Sell | 1.4K | $185.03 |
| 2025-03-13 | Bauer David S | Sell | 500 | $175.00 |
| 2025-03-10 | Rosenbaum Michael George | Sell | 1.4K | $170.04 |
| 2025-03-03 | Mullen John P | Sell | 2.3K | $203.13 |
| 2025-03-03 | Rosenbaum Michael George | Sell | 1.4K | $203.13 |
| 2025-02-24 | Rosenbaum Michael George | Sell | 1.4K | $203.65 |
| 2025-02-18 | Rosenbaum Michael George | Sell | 1.4K | $212.42 |
| 2025-02-10 | Rosenbaum Michael George | Sell | 1.4K | $214.68 |
| 2025-02-03 | Mullen John P | Sell | 700 | $210.00 |
| 2025-02-03 | Mullen John P | Sell | 2.3K | $208.42 |
| 2025-02-03 | Rosenbaum Michael George | Sell | 1.4K | $208.42 |
| 2025-01-27 | Rosenbaum Michael George | Sell | 1.4K | $201.90 |
| 2025-01-23 | Mullen John P | Sell | 700 | $210.00 |
| 2025-01-21 | Rosenbaum Michael George | Sell | 1.4K | $179.91 |
| 2025-01-21 | SLOAN JEFFREY STEVEN | Grant | 1.2K | — |
| 2025-01-15 | Rosenbaum Michael George | Sell | 1.4K | $174.78 |
| 2025-01-15 | Mullen John P | Sell | 2.3K | $174.78 |
| 2025-01-15 | Cooper Jeffrey Elliott | Sell | 300 | $174.78 |
| 2025-01-15 | King James Winston | Sell | 270 | $174.78 |
| 2025-01-15 | KELLER MICHAEL C | Sell | 1.9K | $174.78 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-Q | 2026-06-05 | 2026-04-30 | 0001528396-26-000027 ↗ |
| 8-K | 2026-06-04 | 2026-06-04 | 0001528396-26-000026 ↗ |
| 10-Q | 2026-03-06 | 2026-01-31 | 0001528396-26-000014 ↗ |
| 8-K | 2026-03-05 | 2026-03-05 | 0001528396-26-000013 ↗ |
| 8-K | 2026-01-08 | 2026-01-08 | 0001528396-26-000007 ↗ |
| 8-K | 2025-12-18 | 2025-12-15 | 0001528396-25-000248 ↗ |
| 10-Q | 2025-12-04 | 2025-10-31 | 0001528396-25-000244 ↗ |
| 8-K | 2025-12-03 | 2025-12-03 | 0001528396-25-000242 ↗ |
| 10-K | 2025-09-11 | 2025-07-31 | 0001528396-25-000221 ↗ |
| 8-K | 2025-09-04 | 2025-09-04 | 0001528396-25-000213 ↗ |
| 8-K | 2025-07-29 | 2025-07-24 | 0001528396-25-000188 ↗ |
| 10-Q | 2025-06-04 | 2025-04-30 | 0001528396-25-000137 ↗ |