Congress trades
Guidewire Software, Inc. (GWRE)
Free on iOS and Android.
About Guidewire Software, Inc.
from the company's filings and listing, as of Oct 24, 2026- Exchange
- NYSE
- Sector
- Technology
- Industry
- Software - Application
- Chief executive
- Michael George Rosenbaum
- Employees
- 4,174
- Listed since
- Jan 25, 2012
- Market value
- $15.5B
- Price to earnings (12 mo)
- 114.5
- Net income per share, as reported (12 mo)
- $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 reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 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 Secretary | $415K | $3.0M | $411K | $3.8M |
| David PetersonChief Accounting Officer | $309K | $391K | $207K | $907K |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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 and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
GetSignal watches Form 4 and STOCK Act filings and pushes each one to your phone as it is published, with the history behind it. Free on iOS and Android.
Congress trades in GWRE
13 disclosures of 13 on record · median 31d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -16.4%S&P 500 +20.4% · -36.9 pts vs S&P 500 | Aug 4, 2025 | Sep 12, 2025 | 39d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -9.6%After the saleS&P 500 +17.8% · -27.4 pts vs S&P 500 | Aug 13, 2025 | Sep 12, 2025 | 30d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -23.9%S&P 500 +27.2% · -51.0 pts vs S&P 500 | Jun 17, 2025 | Aug 13, 2025 | 57d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -20.4%After the saleS&P 500 +24.9% · -45.3 pts vs S&P 500 | Jun 24, 2025 | Aug 13, 2025 | 50d |
| Robert Bresnahan | Stock | Sale | $1,001 - $15,000 | -10.0%After the saleS&P 500 +31.2% · -41.2 pts vs S&P 500 | May 23, 2025 | Jun 23, 2025 | 31d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +71.7%After the saleS&P 500 +59.5% · +12.2 pts vs S&P 500 | Jan 10, 2024 | Feb 5, 2024 | 26d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +135.3%After the saleS&P 500 +83.6% · +51.7 pts vs S&P 500 | May 5, 2022 | Jun 10, 2022 | 36d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +108.8%S&P 500 +73.8% · +35.0 pts vs S&P 500 | Feb 17, 2022 | Mar 8, 2022 | 19d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +67.1%After the saleS&P 500 +75.2% · -8.1 pts vs S&P 500 | Jul 2, 2021 | Aug 13, 2021 | 42d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +73.2%S&P 500 +149.8% · -76.6 pts vs S&P 500 | Jun 29, 2020 | Jul 17, 2020 | 18d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +107.6%S&P 500 +170.0% · -62.4 pts vs S&P 500 | May 13, 2020 | Jun 17, 2020 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +90.6%S&P 500 +150.3% · -59.7 pts vs S&P 500 | May 27, 2020 | Jun 17, 2020 | 21d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +76.7%S&P 500 +158.9% · -82.2 pts vs S&P 500 | Apr 29, 2019 | May 10, 2019 | 11d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in GWRE, filterable by party, chamber, type and account.
Questions
Which members of Congress have traded GWRE?
Lisa C. McClain, Robert Bresnahan and 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 Oct 26, 2026.