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

$222.29

Low target

$210.00

High target

$240.00

Latest filings (excl ownership)

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8-K

Departure of Directors or Certain Officers

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

25 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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SC 13G

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

13 Feb 25

Michael George Rosenbaum

10 Feb 25

144

Notice of proposed sale of securities

10 Feb 25

John P Mullen

4 Feb 25

Michael George Rosenbaum

4 Feb 25

144

Notice of proposed sale of securities

3 Feb 25

144

Notice of proposed sale of securities

3 Feb 25

Michael George Rosenbaum

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

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	824.75 mm	824.75 mm	824.75 mm	824.75 mm	824.75 mm	824.75 mm
Cash burn (monthly)	(no burn)	(no burn)	1.57 mm	1.25 mm	20.77 mm	(no burn)
Cash used (since last report)	n/a	n/a	5.56 mm	4.40 mm	73.36 mm	n/a
Cash remaining	n/a	n/a	819.20 mm	820.36 mm	751.39 mm	n/a
Runway (months of cash)	n/a	n/a	520.7	658.8	36.2	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

GWRE institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	493	448	+10.0%
Opened positions	98	103	-4.9%
Closed positions	53	41	+29.3%
Increased positions	152	146	+4.1%
Reduced positions	174	142	+22.5%

13F shares	Current	Prev Q	Change
Total value	14.17 tn	10.75 tn	+31.9%
Total shares	84.78 mm	84.45 mm	+0.4%
Total puts	277.40 k	195.80 k	+41.7%
Total calls	665.90 k	421.10 k	+58.1%
Total put/call ratio	0.4	0.5	-10.4%

Largest owners	Shares	Value	Change
Vanguard	8.36 mm	$1.53 tn	+0.3%
Bamco	6.01 mm	$1.10 tn	-1.9%
BlackRock	5.88 mm	$1.08 tn	NEW
Massachusetts Financial Services	3.43 mm	$626.92 bn	+24.7%
Berkshire Partners	3.18 mm	$0.00	0.0%
Route One Investment	2.87 mm	$524.23 bn	0.0%
Stockbridge Partners	2.47 mm	$452.50 bn	-35.8%
Linonia Partnership	2.40 mm	$438.25 bn	0.0%
Darsana Capital Partners	2.30 mm	$420.76 bn	-29.2%
JPM JPMorgan Chase & Co.	2.07 mm	$378.28 bn	+38.0%

Largest transactions	Shares	Bought/sold	Change
BlackRock	5.88 mm	+5.88 mm	NEW
BLK BlackRock	0.00	-4.53 mm	EXIT
Stockbridge Partners	2.47 mm	-1.38 mm	-35.8%
Darsana Capital Partners	2.30 mm	-950.00 k	-29.2%
Wasatch Advisors	1.95 mm	-733.22 k	-27.3%
Massachusetts Financial Services	3.43 mm	+679.56 k	+24.7%
JPM JPMorgan Chase & Co.	2.07 mm	+569.58 k	+38.0%
BAC Bank of America	475.83 k	-535.70 k	-53.0%
Arrowstreet Capital, Limited Partnership	527.52 k	+527.52 k	NEW
Brown Capital Management	1.31 mm	-500.68 k	-27.7%

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
10 Feb 25	Michael George Rosenbaum	Common Stock	Sell	Dispose S	No	Yes	214.68	1,400	300.55 k	274,730
3 Feb 25	Michael George Rosenbaum	Common Stock	Sell	Dispose S	No	Yes	208.42	1,400	291.79 k	276,130
3 Feb 25	John P Mullen	Common Stock	Sell	Dispose S	No	Yes	210	700	147.00 k	174,746
3 Feb 25	John P Mullen	Common Stock	Sell	Dispose S	No	Yes	208.42	2,300	479.37 k	175,446
27 Jan 25	Michael George Rosenbaum	Common Stock	Sell	Dispose S	No	Yes	201.9	1,400	282.66 k	277,530
23 Jan 25	John P Mullen	Common Stock	Sell	Dispose S	No	Yes	210	700	147.00 k	177,746