Congress trades
Guidewire Software, Inc. (GWRE)
About Guidewire Software, Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Technology
- Industry
- Software - Application
- Chief executive
- Michael George Rosenbaum
- Employees
- 4,049
- Listed since
- Jan 25, 2012
- Market value
- $11.8B
- Price to earnings
- 86.2
- Earnings per share
- $1.68
- Dividend yield
- -
Earnings
6 reported quarters · next on Dec 3, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q4 FY2026reported Sep 3, 2026 | $0.99 | $0.93 | $411.1M | $402.6M | EPS beatRevenue beat |
| Q3 FY2026reported Jun 4, 2026 | $0.82 | $0.74 | $372.5M | $355.9M | EPS beatRevenue beat |
| Q2 FY2026reported Mar 5, 2026 | $1.17 | $0.77 | $359.1M | $342.8M | EPS beatRevenue beat |
| Q1 FY2026reported Dec 3, 2025 | $0.66 | $0.61 | $332.6M | $316.6M | EPS beatRevenue beat |
| Q4 FY2025reported Sep 4, 2025 | $0.84 | $0.64 | $356.6M | $337.8M | EPS beatRevenue beat |
| Q3 FY2025reported Jun 3, 2025 | $0.88 | $0.46 | $293.5M | $286.3M | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Oct 30, 2025| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| John MullenPresident | $613K | $14.0M | $803K | $15.4M |
| Mike RosenbaumChief Executive Officer | $750K | $12.3M | $982K | $14.0M |
| Jeff CooperChief Financial Officer | $465K | $5.6M | $459K | $6.5M |
| Winston KingChief Administrative Officer, General Counsel, and Sec | $415K | $3.0M | $411K | $3.8M |
| David PetersonChief Accounting Officer | $309K | $391K | $207K | $907K |
The summary compensation table from the 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Bamco Inc | $1.1B | 8,994,456 | +36.3% | 10.85% |
| Blackrock, Inc. | $1.1B | 8,909,665 | -4.5% | 10.75% |
| Linonia Partnership LP | $853.2M | 6,933,483 | -9.4% | 8.37% |
| Vanguard Portfolio Management LLC | $554.6M | 4,507,288 | -1.9% | 5.44% |
| Vanguard Capital Management LLC | $473.2M | 3,845,465 | +0.1% | 4.64% |
| Darsana Capital Partners LP | $468.1M | 3,804,000 | -4.9% | 4.59% |
| State Street Corp | $330.0M | 2,681,587 | +2.3% | 3.24% |
| Jpmorgan Chase & Co | $272.3M | 2,249,339 | +162.2% | 2.71% |
| Massachusetts Financial Services Co | $249.6M | 2,028,908 | -32.3% | 2.45% |
| Route One Investment Company, L.P. | $227.6M | 1,849,364 | 0.0% | 2.23% |
| Geode Capital Management, LLC | $201.3M | 1,635,297 | -4.3% | 1.97% |
| Principal Financial Group Inc | $153.7M | 1,249,192 | +5.8% | 1.51% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Congress trades in GWRE
13 disclosures of 13 on record · median 31d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -31.4%S&P +18.4% · vs S&P 500 -49.8% | Aug 13, 2025 | Sep 12, 2025 | 30d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -36.6%S&P +21.0% · vs S&P 500 -57.6% | Aug 4, 2025 | Sep 12, 2025 | 39d |
| Lisa C. McClainSpouseFiled late | Stock | Sale | $1,001 - $15,000 | -39.6%S&P +25.5% · vs S&P 500 -65.1% | Jun 24, 2025 | Aug 13, 2025 | 50d |
| Lisa C. McClainSpouseFiled late | Stock | Purchase | $1,001 - $15,000 | -42.2%S&P +27.8% · vs S&P 500 -70.0% | Jun 17, 2025 | Aug 13, 2025 | 57d |
| Robert Bresnahan | Stock | Sale | $1,001 - $15,000 | -32.2%S&P +31.6% · vs S&P 500 -63.9% | May 23, 2025 | Jun 23, 2025 | 31d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +29.3%S&P +60.0% · vs S&P 500 -30.8% | Jan 10, 2024 | Feb 5, 2024 | 26d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +86.4%S&P +85.0% · vs S&P 500 +1.3% | May 5, 2022 | Jun 10, 2022 | 36d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +65.4%S&P +75.2% · vs S&P 500 -9.8% | Feb 17, 2022 | Mar 8, 2022 | 19d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +32.4%S&P +76.6% · vs S&P 500 -44.2% | Jul 2, 2021 | Aug 13, 2021 | 42d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +31.4%S&P +151.0% · vs S&P 500 -119.6% | Jun 29, 2020 | Jul 17, 2020 | 18d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +57.5%S&P +171.3% · vs S&P 500 -113.8% | May 13, 2020 | Jun 17, 2020 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +44.6%S&P +151.6% · vs S&P 500 -106.9% | May 27, 2020 | Jun 17, 2020 | 21d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +34.0%S&P +160.2% · vs S&P 500 -126.1% | Apr 29, 2019 | May 10, 2019 | 11d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Questions
Which members of Congress have traded GWRE?
Lisa C. McClain, Robert Bresnahan, Ro Khanna disclosed GWRE transactions in the filings shown here.
How quickly are GWRE trades disclosed?
Congressional disclosures took a median of 31 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.