What they do: Services-Prepackaged Software · Exchange: NYSE · Employees: 4,174
Guidewire Software, Inc. provides a platform for property and casualty (P&C) insurers the United States, Canada, other Americas, Europe, the Middle East, Africa, and Asia-Pacific. It offers Guidewire InsuranceSuite, such as PolicyCenter, ClaimCenter, BillingCenter, PricingCenter, and UnderwritingCente 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 services and 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; and Guidewire ProNavigator, an AI-powered intelligent assistant. Further, the company provides Guidewire Digital Engagement Applications, which enable insurers to provide digital experiences; Guidewire HazardHub that allows insurers to understand, assess, price, and manage property risk; Guidewire Predict, a P&C-specific machine-learning platform; Guidewire Data Studio, Guidewire Canvas, Guidewire Compare, Guidewire industry Intel, 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. (via Yahoo Finance)
| Quarter end | Revenue | Diluted EPS |
|---|---|---|
| 2024-10-31 | $262.9M | $0.11 |
| 2025-01-31 | $289.5M | $-0.45 |
| 2025-04-30 | $293.5M | $0.54 |
| 2025-10-31 | $332.6M | $0.36 |
| 2026-01-31 | $359.1M | $0.70 |
| 2026-04-30 | $372.5M | $0.19 |
Insiders hold: 0.63% · Institutions hold: 105.74% across 740 filers
| Institution | Shares | Value | % held |
|---|---|---|---|
| BAMCO Inc. | 8,994,456 | $1.58B | 10.80% |
| Blackrock Inc. | 8,909,665 | $1.57B | 10.70% |
| Linonia Partnership LP | 6,933,483 | $1.22B | 8.33% |
| Vanguard Portfolio Management LLC | 4,507,288 | $792.2M | 5.41% |
| Vanguard Capital Management LLC | 3,845,465 | $675.9M | 4.62% |
| Darsana Capital Partners, LP | 3,804,000 | $668.6M | 4.57% |
| State Street Corporation | 2,681,587 | $471.3M | 3.22% |
| JPMORGAN CHASE & CO | 2,249,339 | $395.4M | 2.70% |
| Trade date | Filed | Name | Role | Action | Shares | Price | Value | Stock since |
|---|---|---|---|---|---|---|---|---|
| 2026-10-12 | 2026-10-13 | Rosenbaum Michael George | Chief Executive Officer | SOLD | 1,200 | $168.97 | $203K | +6.7% |
| 2026-10-09 | 2026-10-13 | King James Winston | Chief Admin Officer, Gen Couns | SOLD | 9,187 | $168.00 | $1.5M | +5.1% |
| 2026-10-05 | 2026-10-05 | Rosenbaum Michael George | Chief Executive Officer | SOLD | 1,200 | $152.52 | $183K | +7.7% |