GUIDEWIRE SOFTWARE INC GWRE
COM · Common Stock · CUSIP 40171V100 · ISIN US40171V1008
American software company
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersSan Mateo, CA
- Founded2001
- Websiteguidewire.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($25.1m this quarter). Holder counts are more reliable. Shares outstanding: 83.3m as of 2026-05-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $123.08. Options: 22 managers hold calls ($92.6m notional), 15 hold puts ($46.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 372 |
| Q4 2022 | 345 |
| Q1 2023 | 351 |
| Q2 2023 | 356 |
| Q3 2023 | 354 |
| Q4 2023 | 386 |
| Q1 2024 | 406 |
| Q2 2024 | 455 |
| Q3 2024 | 502 |
| Q4 2024 | 558 |
| Q1 2025 | 596 |
| Q2 2025 | 680 |
| Q3 2025 | 690 |
| Q4 2025 | 673 |
| Q1 2026 | 598 |
| Q2 2026 | 547 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 250 | 224 |
| Q4 2024 | 296 | 217 |
| Q1 2025 | 305 | 284 |
| Q2 2025 | 359 | 289 |
| Q3 2025 | 338 | 303 |
| Q4 2025 | 266 | 377 |
| Q1 2026 | 336 | 359 |
| Q2 2026 | 241 | 357 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $82.2m | $49.0m | 0.60 |
| Q4 2025 | $44.5m | $59.1m | 1.33 |
| Q1 2026 | $75.8m | $35.2m | 0.46 |
| Q2 2026 | $92.6m | $46.1m | 0.50 |
Biggest buyers
| BAMCO INC /NY/ | Added | +2.4m |
| JPMORGAN CHASE & CO | Added | +1.4m |
| VAN ECK ASSOCIATES CORP | New | +1.2m |
| Stockbridge Partners LLC | Added | +623.4k |
| Ardmore Road Asset Management LP | New | +550.0k |
| PARNASSUS INVESTMENTS, LLC | Added | +447.5k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Added | +352.8k |
| Thrivent Financial for Lutherans | Added | +289.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +267.9k |
| Balyasny Asset Management L.P. | Added | +253.2k |
Biggest sellers
| ROYAL BANK OF CANADA | Reduced | -1.8m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -966.4k |
| Linonia Partnership LP | Reduced | -717.6k |
| FMR LLC | Reduced | -447.1k |
| BlackRock, Inc. | Reduced | -418.0k |
| Assenagon Asset Management S.A. | Reduced | -399.5k |
| SOMA EQUITY PARTNERS LP | Sold out | -385.4k |
| Point72 Asset Management, L.P. | Sold out | -362.0k |
| AustralianSuper Pty Ltd | Sold out | -346.8k |
| Allspring Global Investments Holdings, LLC | Sold out | -346.0k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $16.6m134.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $11.3m92.0k shares |
| IMC-Chicago, LLC | Added | $9.5m77.1k shares |
| JANE STREET GROUP, LLC | Added | $7.8m63.4k shares |
| UBS Group AG | Reduced | $7.6m61.4k shares |
| Squarepoint Ops LLC | Added | $6.9m55.9k shares |
| Twin Tree Management, LP | Added | $6.0m48.8k shares |
| Walleye Trading LLC | Added | $5.3m42.9k shares |
| GOLDMAN SACHS GROUP INC | New | $4.2m34.4k shares |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | New | $3.7m30.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.8m79.5k shares |
| CITADEL ADVISORS LLC | Added | $6.3m51.3k shares |
| PEAK6 LLC | New | $4.9m40.0k shares |
| UBS Group AG | Added | $4.5m36.5k shares |
| THOMPSON SIEGEL & WALMSLEY LLC | Unchanged | $3.9m32.0k shares |
| IMC-Chicago, LLC | Added | $3.6m29.2k shares |
| Point72 Asset Management, L.P. | Added | $3.1m25.3k shares |
| JANE STREET GROUP, LLC | Added | $3.1m25.1k shares |
| Squarepoint Ops LLC | Added | $1.8m14.5k shares |
| Walleye Capital LLC | Added | $1.5m11.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BAMCO INC /NY/ 13G · institution +3.0 pts · filed 2026-07-02 | 10.8% |
| BlackRock, Inc. 13G · institution +0.4 pts · filed 2025-07-02 | 10.2% |
| Linonia Partnership LP 13G · passive investor +2.7 pts · filed 2026-05-15 | 9.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (3.5%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 4 | $4.1m | $3.0m |
| Q1 2025 | 0 | — | 6 | $9.5m | $8.3m |
| Q2 2025 | 0 | — | 6 | $11.4m | $9.0m |
| Q3 2025 | 0 | — | 6 | $27.7m | $10.8m |
| Q4 2025 | 0 | — | 6 | $10.8m | $8.0m |
| Q1 2026 | 0 | — | 5 | $5.3m | $2.2m |
| Q2 2026 | 0 | — | 5 | $3.9m | $3.0m |
| Q3 2026 | 0 | — | 5 | $29.6m | $23.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-28 | Rosenbaum Michael George Chief Executive Officer, director | Sold plan | $171.2k1.2k shares |
| 2026-09-21 | Rosenbaum Michael George Chief Executive Officer, director | Sold plan | $175.1k1.2k shares |
| 2026-09-18 | Cooper Jeffrey Elliott Chief Financial Officer | Sold plan | $1.4m9.9k shares |
| 2026-09-18 | King James Winston Chief Admin Officer, Gen Couns | Sold plan | $200.2k1.4k shares |
| 2026-09-17 | Rosenbaum Michael George Chief Executive Officer, director | Sold plan | $10.4m72.3k shares |
| 2026-09-17 | Mullen John P President | Sold | $5.7m39.7k shares |
| 2026-09-17 | Cooper Jeffrey Elliott Chief Financial Officer | Sold plan | $3.4m23.2k shares |
| 2026-09-17 | King James Winston Chief Admin Officer, Gen Couns | Sold plan | $1.7m11.8k shares |
| 2026-09-17 | Peterson David Franklin Chief Accounting Officer | Sold plan | $275.2k1.9k shares |
| 2026-09-14 | Rosenbaum Michael George Chief Executive Officer, director | Sold plan | $175.0k1.2k shares |
| 2026-09-08 | Rosenbaum Michael George Chief Executive Officer, director | Sold plan | $192.6k1.2k shares |
| 2026-08-31 | Rosenbaum Michael George Chief Executive Officer, director | Sold plan | $245.3k1.2k shares |
| 2026-08-27 | Peterson David Franklin Chief Accounting Officer | Sold plan | $500.0k2.5k shares |
| 2026-08-25 | Mullen John P President | Sold plan | $339.2k1.8k shares |
| 2026-08-24 | Rosenbaum Michael George Chief Executive Officer, director | Sold plan | $225.4k1.2k shares |
| 2026-08-19 | Mullen John P President | Sold plan | $3.0m16.2k shares |
| 2026-08-17 | Rosenbaum Michael George Chief Executive Officer, director | Sold plan | $207.5k1.2k shares |
| 2026-08-10 | Rosenbaum Michael George Chief Executive Officer, director | Sold plan | $203.4k1.2k shares |
| 2026-08-03 | Rosenbaum Michael George Chief Executive Officer, director | Sold plan | $187.1k1.2k shares |
| 2026-07-27 | Rosenbaum Michael George Chief Executive Officer, director | Sold plan | $170.8k1.2k shares |
| 2026-07-20 | Rosenbaum Michael George Chief Executive Officer, director | Sold plan | $176.9k1.2k shares |
| 2026-07-13 | Rosenbaum Michael George Chief Executive Officer, director | Sold plan | $166.2k1.2k shares |
| 2026-07-09 | King James Winston Chief Admin Officer, Gen Couns | Sold plan | $220.0k1.7k shares |
| 2026-07-06 | Rosenbaum Michael George Chief Executive Officer, director | Sold plan | $158.0k1.2k shares |
| 2026-06-29 | Rosenbaum Michael George Chief Executive Officer, director | Sold plan | $149.1k1.2k shares |
| 2026-06-22 | Cooper Jeffrey Elliott Chief Financial Officer | Sold plan | $142.4k1.3k shares |
| 2026-06-22 | Rosenbaum Michael George Chief Executive Officer, director | Sold plan | $126.8k1.2k shares |
| 2026-06-16 | Rosenbaum Michael George Chief Executive Officer, director | Sold plan | $692.3k5.8k shares |
| 2026-06-16 | Mullen John P President | Sold | $509.6k4.3k shares |
| 2026-06-16 | Cooper Jeffrey Elliott Chief Financial Officer | Sold | $308.0k2.6k shares |
The latest 30 of 43 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BAMCO INC /NY/ 1.66% of their portfolio | 9.0m $1.1bn | Added +2.4m |
| BlackRock, Inc. 0.02% of their portfolio | 8.9m $1.1bn | Reduced -418.0k |
| Linonia Partnership LP 15.24% of their portfolio | 6.9m $853.2m | Reduced -717.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 4.5m $554.6m | Reduced -87.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 3.8m $473.2m | Added +2.4k |
| Darsana Capital Partners LP 2.10% of their portfolio | 3.8m $468.1m | Reduced -196.0k |
| STATE STREET CORP 0.01% of their portfolio | 2.7m $330.0m | Added +60.9k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 2.2m $272.3m | Added +1.4m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.08% of their portfolio | 2.0m $249.6m | Reduced -966.4k |
| Route One Investment Company, L.P. 9.42% of their portfolio | 1.8m $227.6m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.6m $201.3m | Reduced -73.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.08% of their portfolio | 1.2m $153.7m | Added +68.9k |
| VAN ECK ASSOCIATES CORP 0.09% of their portfolio | 1.2m $149.6m | New |
| T. Rowe Price Investment Management, Inc. 0.10% of their portfolio | 1.2m $147.5m | Added +44.4k |
| Artisan Partners Limited Partnership 0.19% of their portfolio | 970.3k $119.4m | Reduced -174.9k |
| WASATCH ADVISORS LP 0.70% of their portfolio | 867.1k $106.7m | Added +65.6k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.34% of their portfolio | 839.3k $103.3m | Added +352.8k |
| JANE STREET GROUP, LLC 0.07% of their portfolio | 834.8k $102.7m | Added +103.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 776.4k $95.5m | Reduced -340.1k |
| Stockbridge Partners LLC 1.97% of their portfolio | 759.8k $93.5m | Added +623.4k |
| DF DENT & CO INC 1.70% of their portfolio | 726.6k $89.4m | Added +108.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 726.6k $89.4m | Reduced -23.5k |
| BLAIR WILLIAM & CO/IL 0.23% of their portfolio | 726.4k $89.4m | Reduced -248.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 696.5k $85.7m | Added +1.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 663.0k $81.6m | Added +64.7k |
| BROWN BROTHERS HARRIMAN & CO 0.36% of their portfolio | 658.6k $81.0m | Reduced -47.6k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.23% of their portfolio | 609.4k $75.0m | Added +267.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 604.9k $74.4m | Reduced -2.9k |
| PARNASSUS INVESTMENTS, LLC 0.20% of their portfolio | 594.9k $73.2m | Added +447.5k |
| Stephens Investment Management Group LLC 0.78% of their portfolio | 593.5k $73.0m | Added +68.6k |
| 1832 Asset Management L.P. 0.08% of their portfolio | 554.3k $68.2m | Reduced -7.7k |
| Ardmore Road Asset Management LP 3.97% of their portfolio | 550.0k $67.7m | New |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 542.3k $66.7m | Added +2.2k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 533.1k $65.6m | Added +16.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 493.8k $60.8m | Added +159.1k |
| MORGAN STANLEY 0.00% of their portfolio | 493.6k $60.7m | Reduced -226.5k |
| Thrivent Financial for Lutherans 0.09% of their portfolio | 449.6k $55.3m | Added +289.3k |
| Sculptor Capital LP 0.57% of their portfolio | 446.5k $54.9m | Reduced -63.5k |
| Greenstone Partners & Co., LLC 11.51% of their portfolio | 404.6k $49.8m | Added +265 |
| BROWN ADVISORY INC 0.08% of their portfolio | 396.2k $48.8m | Reduced -37.6k |
| Balyasny Asset Management L.P. 0.08% of their portfolio | 372.1k $45.8m | Added +253.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 363.9k $44.8m | Reduced -54.8k |
| UBS Group AG 0.01% of their portfolio | 357.5k $44.0m | Added +155.1k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 350.8k $43.2m | Reduced -23.1k |
| Rathbones Group PLC 0.16% of their portfolio | 343.3k $42.2m | Reduced -344.2k |
| Nuveen, LLC 0.01% of their portfolio | 341.9k $42.1m | Reduced -139.3k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 338.5k $41.6m | Reduced -39.5k |
| Hudson Way Capital Management LLC 3.66% of their portfolio | 334.0k $41.1m | Reduced -81.7k |
| AMERICAN CAPITAL MANAGEMENT INC 1.82% of their portfolio | 329.0k $40.5m | Added +4.8k |
| Sandhill Capital Partners LLC 3.18% of their portfolio | 317.7k $39.1m | Added +75.6k |
| Quantinno Capital Management LP 0.04% of their portfolio | 299.8k $36.9m | Reduced -169.6k |
| Jupiter Topco LLC 0.01% of their portfolio | 290.3k $35.7m | First filing |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 286.4k $35.2m | Reduced -343.3k |
| MAKENA CAPITAL MANAGEMENT LLC 3.66% of their portfolio | 283.0k $34.8m | Added +82.3k |
| RIVERBRIDGE PARTNERS LLC 0.92% of their portfolio | 267.0k $32.8m | Added +37.4k |
| Clearbridge Investments, LLC 0.03% of their portfolio | 262.1k $32.3m | Reduced -7 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 256.0k $31.5m | Reduced -303 |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 247.0k $30.4m | Added +68.4k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 245.8k $30.2m | Added +5.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 231.2k $28.4m | Reduced -17.4k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 229.2k $28.2m | Reduced -399.5k |
| Conestoga Capital Advisors, LLC 0.60% of their portfolio | 224.4k $27.6m | Reduced -50.5k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 223.2k $27.5m | Reduced -50.9k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 217.6k $26.8m | Reduced -156.4k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.34% of their portfolio | 206.9k $25.5m | Added +77.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 196.1k $24.1m | Added +17.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 192.3k $23.7m | Reduced -1.8m |
| SEI INVESTMENTS CO 0.02% of their portfolio | 189.6k $23.3m | Reduced -31.5k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 175.4k $21.3m | Reduced -39.9k |
| Swiss National Bank 0.01% of their portfolio | 165.6k $20.4m | Reduced -2.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 164.3k $20.2m | Reduced -106.8k |
| Oakcliff Capital Partners, LP 7.27% of their portfolio | 158.7k $19.5m | Added +14.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 154.1k $19.0m | Added +36.3k |
| NORGES BANK 0.00% of their portfolio | 150.9k $18.6m | Not comparable |
| Invesco Ltd. 0.00% of their portfolio | 146.3k $18.0m | Added +755 |
| Teca Partners, LP 14.14% of their portfolio | 133.7k $16.4m | Added +74.6k |
| BROWN CAPITAL MANAGEMENT LLC 3.29% of their portfolio | 133.6k $16.4m | Added +2.7k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 132.4k $16.3m | Added +78.3k |
| Anabranch Capital Management, LP 12.19% of their portfolio | 129.7k $16.0m | Unchanged |
| Trexquant Investment LP 0.10% of their portfolio | 127.3k $15.7m | New |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.02% of their portfolio | 125.0k $15.4m | Added +30.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 121.3k $14.9m | Reduced -58.0k |
| Creative Planning 0.01% of their portfolio | 119.4k $14.7m | Added +82.6k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 118.6k $14.6m | Added +40.8k |
| Shannon River Fund Management LLC 1.24% of their portfolio | 113.2k $13.9m | Added +50.4k |
| Legal & General Group Plc 0.00% of their portfolio | 108.6k $13.4m | Reduced -10.8k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 107.4k $16.1m | Reduced -643 |
| California Public Employees Retirement System 0.01% of their portfolio | 105.4k $13.0m | Reduced -5.2k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.23% of their portfolio | 100.9k $12.4m | Reduced -52.6k |
| FMR LLC 0.00% of their portfolio | 99.9k $12.3m | Reduced -447.1k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 99.1k $12.2m | Reduced -12.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 95.5k $11.8m | Reduced -2.6k |
| Gavilan Investment Partners LLC 2.85% of their portfolio | 95.0k $11.7m | Reduced -54.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 94.6k $11.5m | Added +34.1k |
| NOMURA HOLDINGS INC 0.05% of their portfolio | 94.2k $11.6m | Reduced -7.1k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 91.2k $11.2m | Added +81.8k |
| Walleye Capital LLC 0.05% of their portfolio | 91.1k $11.2m | Added +80.8k |
| Corient Private Wealth LP 0.01% of their portfolio | 88.1k $10.8m | Reduced -5.4k |
| Retirement Systems of Alabama 0.03% of their portfolio | 87.6k $10.8m | Reduced -16.7k |
| Weiss Asset Management LP 0.12% of their portfolio | 87.3k $10.7m | Added +46.6k |