# Guidewire Software, Inc.: overview

GWRE · NYSE · CIK 1528396 · [Technology](/sectors/technology.md) · fiscal year ends Jul 31

Pages: [Overview](/companies/gwre.md) · [Financials](/companies/gwre/financials.md) · [Filings](/companies/gwre/filings.md) · [Insiders](/companies/gwre/insiders.md)

Latest reported revenue: [$411.1m](/filings/0001528396-26-000046.md) for Q4 FY2026, three months to 2026-07-31, from the 10-K filed Sep 11, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001528396-26-000046).

## Last eight quarters

| Line item | Unit | Q1 FY2025 (2024-10-31) | Q2 FY2025 (2025-01-31) | Q3 FY2025 (2025-04-30) | Q4 FY2025 (2025-07-31) | Q1 FY2026 (2025-10-31) | Q2 FY2026 (2026-01-31) | Q3 FY2026 (2026-04-30) | Q4 FY2026 (2026-07-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [263](/filings/0001528396-25-000244.md) | [289](/filings/0001528396-26-000014.md) | [294](/filings/0001528396-26-000027.md) | [357 d](/filings/0001528396-26-000046.md) | [333](/filings/0001528396-25-000244.md) | [359](/filings/0001528396-26-000014.md) | [373](/filings/0001528396-26-000027.md) | [411 d](/filings/0001528396-26-000046.md) |
| Gross margin | % | [60.2%](/filings/0001528396-25-000244.md) | [61.9%](/filings/0001528396-26-000014.md) | [62.2%](/filings/0001528396-26-000027.md) | [65.0% d](/filings/0001528396-26-000046.md) | [63.0%](/filings/0001528396-25-000244.md) | [64.5%](/filings/0001528396-26-000014.md) | [63.5%](/filings/0001528396-26-000027.md) | [65.6% d](/filings/0001528396-26-000046.md) |
| Operating margin | % | [(1.8%)](/filings/0001528396-25-000244.md) | [4.0%](/filings/0001528396-26-000014.md) | [1.5%](/filings/0001528396-26-000027.md) | [8.3% d](/filings/0001528396-26-000046.md) | [5.6%](/filings/0001528396-25-000244.md) | [10.7%](/filings/0001528396-26-000014.md) | [8.2%](/filings/0001528396-26-000027.md) | [15.2% d](/filings/0001528396-26-000046.md) |
| Net margin | % | [3.5%](/filings/0001528396-26-000027.md) | [(12.9%)](/filings/0001528396-26-000027.md) | [15.7%](/filings/0001528396-26-000027.md) | [14.6% d](/filings/0001528396-26-000046.md) | [9.4%](/filings/0001528396-26-000027.md) | [16.7%](/filings/0001528396-26-000027.md) | [4.4%](/filings/0001528396-26-000027.md) | [7.6% d](/filings/0001528396-26-000046.md) |
| Diluted EPS | $ per share | [0.11](/filings/0001528396-25-000244.md) | [(0.45)](/filings/0001528396-26-000014.md) | [0.54](/filings/0001528396-26-000027.md) | not reported | [0.36](/filings/0001528396-25-000244.md) | [0.70](/filings/0001528396-26-000014.md) | [0.19](/filings/0001528396-26-000027.md) | not reported |
| Free cash flow | $m | [(63.1)](/filings/0001528396-25-000244.md) | [85.2 d](/filings/0001528396-26-000014.md) | [31.6 d](/filings/0001528396-26-000027.md) | [241 d](/filings/0001528396-26-000046.md) | [(72.3)](/filings/0001528396-25-000244.md) | [109 d](/filings/0001528396-26-000014.md) | [59.4 d](/filings/0001528396-26-000027.md) | [282 d](/filings/0001528396-26-000046.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:ProfitLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 6-month figure less the 3-month figure; 9-month figure less the 6-month figure; 12-month figure less the 9-month figure.

## Last five fiscal years

| Line item | Unit | FY2022 (2022-07-31) | FY2023 (2023-07-31) | FY2024 (2024-07-31) | FY2025 (2025-07-31) | FY2026 (2026-07-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [813](/filings/0001528396-24-000105.md) | [905](/filings/0001528396-25-000221.md) | [980](/filings/0001528396-26-000046.md) | [1,202](/filings/0001528396-26-000046.md) | [1,475](/filings/0001528396-26-000046.md) |
| Gross margin | % | [46.4%](/filings/0001528396-24-000105.md) | [50.6%](/filings/0001528396-25-000221.md) | [59.5%](/filings/0001528396-26-000046.md) | [62.5%](/filings/0001528396-26-000046.md) | [64.2%](/filings/0001528396-26-000046.md) |
| Operating margin | % | [(24.5%)](/filings/0001528396-24-000105.md) | [(16.5%)](/filings/0001528396-25-000221.md) | [(5.4%)](/filings/0001528396-26-000046.md) | [3.4%](/filings/0001528396-26-000046.md) | [10.2%](/filings/0001528396-26-000046.md) |
| Net margin | % | [(22.2%)](/filings/0001528396-24-000105.md) | [(12.4%)](/filings/0001528396-25-000221.md) | [(0.6%)](/filings/0001528396-26-000046.md) | [5.8%](/filings/0001528396-26-000046.md) | [9.4%](/filings/0001528396-26-000046.md) |
| Diluted EPS | $ per share | [(2.16)](/filings/0001528396-24-000105.md) | [(1.36)](/filings/0001528396-25-000221.md) | [(0.07)](/filings/0001528396-26-000046.md) | [0.81](/filings/0001528396-26-000046.md) | [1.63](/filings/0001528396-26-000046.md) |
| Free cash flow | $m | [(47.5)](/filings/0001528396-24-000105.md) | [32.6](/filings/0001528396-25-000221.md) | [189](/filings/0001528396-26-000046.md) | [295](/filings/0001528396-26-000046.md) | [378](/filings/0001528396-26-000046.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:ProfitLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/gwre/insiders.md)

| Date | Insider | Role | Transaction | Shares | Reported price | Value | Filing |
| --- | --- | --- | --- | ---: | ---: | ---: | --- |
| 2026-10-26 | [Mullen John P](/insiders/1917389.md) | President, Officer | Sale (S) | 1,800 | $187.19 | $336.9k | [Form 4](/filings/0001917389-26-000026.md) |
| 2026-10-26 | [Rosenbaum Michael George](/insiders/1784996.md) | Chief Executive Officer, Director, Officer | Sale (S) | 1,200 | $187.19 | $224.6k | [Form 4](/filings/0001784996-26-000105.md) |

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BAMCO INC /NY/](/funds/1017918.md) | 2026-06-30 | $1.11bn | 8,994,456 |  | Added +2,397,003 |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $1.10bn | 8,909,665 |  | Reduced −418,036 |
| [Linonia Partnership LP](/funds/1985479.md) | 2026-06-30 | $853.2m | 6,933,483 |  | Reduced −717,647 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $554.6m | 4,507,288 |  | Reduced −87,283 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $473.2m | 3,845,465 |  | Added +2,404 |
| [Darsana Capital Partners LP](/funds/1609098.md) | 2026-06-30 | $468.1m | 3,804,000 |  | Reduced −196,000 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $330.0m | 2,681,587 |  | Added +60,897 |
| [JPMORGAN CHASE & CO](/funds/19617.md) | 2026-06-30 | $272.3m | 2,249,339 |  | Added +1,391,489 |
| [MASSACHUSETTS FINANCIAL SERVICES CO /MA/](/funds/912938.md) | 2026-06-30 | $249.6m | 2,028,908 |  | Reduced −966,429 |
| [Route One Investment Company, L.P.](/funds/1512171.md) | 2026-06-30 | $227.6m | 1,849,364 |  | Unchanged |

## Recent filings

[All 2,165 filings](/companies/gwre/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-29 | 16:16 ET | [DEF 14A](/filings/0001528396-26-000068.md) | Proxy statement, period 2026-07-31 | 0001528396-26-000068 |
| 2026-10-27 | 07:05 ET | [8-K](/filings/0001193125-26-432656.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001193125-26-432656 |
| 2026-09-30 | 16:10 ET | [8-K](/filings/0001528396-26-000057.md) | 8.01 Other events | 0001528396-26-000057 |
| 2026-09-11 | 16:24 ET | [10-K](/filings/0001528396-26-000046.md) | Annual report, period 2026-07-31 | 0001528396-26-000046 |
| 2026-09-03 | 16:06 ET | [8-K](/filings/0001528396-26-000039.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0001528396-26-000039 |
| 2026-07-22 | 16:17 ET | [8-K](/filings/0001528396-26-000032.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0001528396-26-000032 |
| 2026-06-05 | 18:03 ET | [10-Q](/filings/0001528396-26-000027.md) | Quarterly report, period 2026-04-30 | 0001528396-26-000027 |
| 2026-06-04 | 16:06 ET | [8-K](/filings/0001528396-26-000026.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001528396-26-000026 |
| 2026-03-06 | 18:11 ET | [10-Q](/filings/0001528396-26-000014.md) | Quarterly report, period 2026-01-31 | 0001528396-26-000014 |
| 2026-03-05 | 16:07 ET | [8-K](/filings/0001528396-26-000013.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001528396-26-000013 |

## Latest annual report

[Form 10-K for the fiscal year ended Jul 31, 2026](/filings/0001528396-26-000046.md), filed Sep 11, 2026.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1528396
- Tickers: GWRE
- Exchange: NYSE
- SIC code: 7372 Services-Prepackaged Software
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 29, 2026, 16:20 ET. No prices; not investment advice.