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Company Information

Company Name
Guidewire Software Inc
Sector
Technology
Industry
Software - Application
Exchange
NYSE
ISIN: US40171V1008
CIK: 0001528396
CUSIP: 40171V100
Currency: USD
Full Time Employees: 3,828
Phone: 650 357 9100
Fiscal Year End: July
IPO Date: Jan 25, 2012
Description:

Guidewire Software, Inc. provides a platform for property and casualty (P&C) insurers worldwide. It offers Guidewire InsuranceSuite, such as PolicyCenter, ClaimCenter, and BillingCenter applications. The company also provides Guidewire InsuranceNow, a cloud-based application that offers policy administration, claims management, and billing functionality, plus pre-integrated document production, analytics, and other capabilities. In addition, it offers Guidewire Rating Management to manage the pricing of insurance products; Guidewire Reinsurance Management to use rules-based logic to execute reinsurance strategy through underwriting and claims processes; Guidewire Client Data Management that helps P&C insurers to capitalize on customer information; Guidewire Advanced Product Designer, a cloud-native application for insurance product design and management; Guidewire Product Content Management provides software tools and standards-based, line-of-business templates. Further, the company provides Guidewire Digital Engagement Applications, which enable insurers to provide digital experiences; Guidewire Predict, a P&C-specific machine-learning platform; Guidewire HazardHub that allows insurers to understand, assess, price, and manage property risk; Guidewire Canvas, Guidewire Compare, Guidewire industry Intel, Guidewire Data Studio, and Guidewire Explore, an cloud-native applications; Guidewire Cyence, a cyber-risk economic modeling product; Guidewire DataHub, an operational data store; and Guidewire InfoCenter, a business intelligence warehouse for P&C insurers . The company was incorporated in 2001 and is headquartered in San Mateo, California.

Address:

970 Park Pl, San Mateo, CA, United States, 94403

Directors & Officers

Name Title Year Born
Mr. Michael George Rosenbaum CEO & Director 1971
Mr. John Mullen President 1973
Mr. Jeffrey Elliott Cooper Chief Financial Officer 1976
Mr. David F. Peterson Principal Accounting Officer & Chief Accounting Officer 1961
Mr. James Winston King J.D. Chief Administrative Officer, General Counsel & Secretary 1972
Mr. Chet Mandair Chief Information Officer NA
Mr. Garo Toomajanian Investor Relations NA
Mr. Brian Desmond Chief Marketing Officer NA
Ms. Brigette McInnis-Day Chief People Officer NA
Mr. Steven Sherry Senior Vice President of Strategic Accounts 1957

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Tudor Investment Corp Et AL 54.75M Sep 30, 2025 64.40% $0.11 0.00%
BlackRock Inc 10.72M Sep 30, 2025 12.61% $0.04 -1.58%
Vanguard Group Inc 8.95M Dec 31, 2025 10.53% $0.03 -0.95%
Linonia Partnership LP 5.36M Dec 31, 2025 6.31% $24.39 24.36%
BAMCO Inc 5.15M Dec 31, 2025 6.05% $2.80 -0.41%
Massachusetts Financial Services Company 4.26M Dec 31, 2025 5.01% $0.28 -11.58%
Darsana Capital Partners LP 2.50M Dec 31, 2025 2.94% $10.02 25.00%
State Street Corp 2.50M Sep 30, 2025 2.94% $0.02 -0.82%
Route One Investment Co, LP 1.67M Dec 31, 2025 1.96% $12.47 -8.12%
Geode Capital Management, LLC 1.63M Sep 30, 2025 1.92% $0.02 3.41%
Stockbridge Partners LLC 1.45M Dec 31, 2025 1.70% $6.39 39.05%
AQR Capital Management LLC 1.27M Sep 30, 2025 1.50% $0.19 18.89%
Amvescap Plc. 1.24M Sep 30, 2025 1.46% $0.05 -10.50%
Blair William & Co 1.16M Sep 30, 2025 1.36% $0.71 -1.41%
JPMorgan Chase & Co 1.14M Sep 30, 2025 1.34% $0.01 113.39%
Artisan Partners Limited Partnership 1.06M Dec 31, 2025 1.25% $0.32 -20.10%
Qube Research & Technologies 982.75K Sep 30, 2025 1.16% $0.23 34.35%
Franklin Resources Inc 856.49K Sep 30, 2025 1.01% $0.05 9.73%
Groupama Asset Management 850.00K Sep 30, 2025 1.00% $0.01 0.00%
Wellington Management Company LLP 848.01K Dec 31, 2025 1.00% $0.03 -7.42%

Shares Statistics

Shares Outstanding: 85.02M
Shares Float: 79.16M
% Insiders: 69.30%
% Institutions: 9,989.40%
Short % Float: 5.23%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Tudor Investment Corp Et AL 54.75M 64.40% ▲ 0.00% Sep 30, 2025
2 BlackRock Inc 10.72M 12.61% ▼ 1.58% Sep 30, 2025
3 Vanguard Group Inc 8.95M 10.53% ▼ 0.95% Dec 31, 2025
4 Linonia Partnership LP 5.36M 6.31% ▲ 24.36% Dec 31, 2025
5 BAMCO Inc 5.15M 6.05% ▼ 0.41% Dec 31, 2025
6 Massachusetts Financial Services Company 4.26M 5.01% ▼ 11.58% Dec 31, 2025
7 Darsana Capital Partners LP 2.50M 2.94% ▲ 25.00% Dec 31, 2025
8 State Street Corp 2.50M 2.94% ▼ 0.82% Sep 30, 2025
9 Route One Investment Co, LP 1.67M 1.96% ▼ 8.12% Dec 31, 2025
10 Geode Capital Management, LLC 1.63M 1.92% ▲ 3.41% Sep 30, 2025

Valuation Metrics

Enterprise Value: $12.05B
Trailing P/E: 137.09
Forward P/E: 49.02

Financial Highlights

Market Cap: $12.35B
EBITDA: $75.54M
P/E Ratio: $137.09
PEG Ratio: $1.29
Book Value: $18.04
Earnings/Share: $1.06
Profit Margin: 7.23%
Operating Margin: 5.55%
ROA (TTM): 1.53%
ROE (TTM): 6.57%
Revenue (TTM): $1.27B
Revenue/Share (TTM): $15.11
Earnings Growth (YOY): 228.00%
Revenue Growth (YOY): 26.50%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-07-31 2.77x 0.47x 0.46x 3.11x 7.93x
2024-07-31 1.55x 0.30x 0.40x -7.80x 184.79x
2023-07-31 2.95x 0.34x 0.41x -22.26x -3.96x
2022-07-31 3.71x 0.26x 0.36x -10.26x -2.10x
2021-07-31 4.51x 0.23x 0.33x -5.64x -7.31x
2020-07-31 5.96x 0.21x 0.30x -1.33x 9.41x
2019-07-31 5.75x 0.25x 0.27x 0.08x 5.60x
2018-07-31 5.43x 0.26x 0.28x -1.14x 10.81x
2017-07-31 4.15x 0.05x 0.17x 3.99x 1.03x
2016-07-31 5.94x 0.05x 0.14x 3.78x 1.39x
2015-07-31 6.34x 0.05x 0.14x 66.77x 1.55x
2014-07-31 5.41x 0.05x 0.14x 12.09x 1.39x
2013-07-31 2.81x 0.12x 0.27x 45.90x 0.76x
2012-07-31 2.82x 0.14x 0.35x 56.19x 0.83x
2011-07-31 1.15x 1.07x 0.86x 2.55x 1.02x
2010-07-31 0.91x -0.69x 1.42x 26.22x 0.90x
2009-07-31 0.79x -0.31x 1.82x -47.82x -1.51x
2008-07-31 N/A N/A N/A N/A 0.00x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 23, 2026 Michael George Rosenbaum N/A Sale 1.20K $125.50 $150.60K
Feb 17, 2026 Michael George Rosenbaum N/A Sale 1.20K $127.00 $152.40K
Feb 02, 2026 Michael George Rosenbaum N/A Sale 1.20K $140.01 $168.01K
Jan 26, 2026 Michael George Rosenbaum N/A Sale 1.20K $160.32 $192.38K
Jan 20, 2026 Michael George Rosenbaum N/A Sale 1.20K $156.26 $187.51K
Jan 13, 2026 Jeffrey Elliott Cooper N/A Sale 216.00 $180.87 $39.07K
Jan 13, 2026 Michael George Rosenbaum N/A Sale 1.20K $180.87 $217.04K
Dec 29, 2025 Michael George Rosenbaum N/A Sale 1.40K $204.95 $286.93K
Dec 22, 2025 Michael George Rosenbaum N/A Sale 1.40K $200.72 $281.01K
Dec 18, 2025 Jeffrey Elliott Cooper N/A Sale 1.23K $195.00 $240.24K
Dec 18, 2025 James Winston King N/A Sale 1.86K $195.00 $362.70K
Dec 16, 2025 David Franklin Peterson N/A Sale 358.00 $192.08 $68.76K
Dec 16, 2025 James Winston King N/A Sale 1.46K $192.08 $279.86K
Dec 16, 2025 Jeffrey Elliott Cooper N/A Sale 2.87K $192.08 $551.65K
Dec 16, 2025 John P Mullen N/A Sale 7.98K $192.08 $1.53M
Dec 16, 2025 John P Mullen N/A Sale 7.98K $192.08 $1.53M
Dec 16, 2025 Michael George Rosenbaum N/A Sale 6.02K $192.08 $1.16M
Dec 15, 2025 Michael George Rosenbaum N/A Sale 1.40K $204.34 $286.08K
Dec 08, 2025 Michael George Rosenbaum N/A Sale 1.40K $210.87 $295.22K
Dec 01, 2025 John P Mullen N/A Sale 3.00K $213.44 $640.32K

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