Guidewire Software, Inc.
At today's price, Guidewire Software, Inc. (GWRE) is priced for today's economics sustained for ~23.0 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Guidewire sells the core software that property-and-casualty insurers run their policies, claims, and billing on, a system the 10-K describes as ⟦"central to insurers' operations,"⟧ which is what makes the customer relationships extremely sticky once won. • The price is the entire debate: at a very high multiple of current operating income, the stock is paying for many years of sustained growth and for margins that the cloud transition has not yet delivered. • The metric that matters most is a
Is GWRE overvalued? See what's priced in →
573 institutional managers reported holding GWRE in 13F filings for the quarter ended 2026-03-31. 85 opened new positions that quarter. Held by BlackRock, Vanguard Group, MFS Investment Management, among others. On the short side, 5.4M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (2.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
GWRE's share count grew 0.8% over the past five years even with $731.68M spent on repurchases. It pays no dividend. Cash returned over the past three years: $440.26M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at GWRE over the trailing three years. Absence is a fact about the company, not a signal. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
GWRE's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-03 | -14.6% | +19.3% |
| 2023-09-19 | +9.9% | +5.8% |
| 2023-12-09 | -0.2% | +20.1% |
| 2024-03-09 | +2.1% | -0.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
GWRE's latest 8-K filings: 2026-06-04 (items 2.02, 9.01); 2026-03-05 (items 2.02, 9.01); 2026-01-08 (items 8.01, 9.01); 2025-12-18 (items 5.07); 2025-12-03 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.