Welcome to our dedicated page for Guidewire Software SEC filings (Ticker: GWRE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission (SEC) filings for Guidewire Software, Inc. (NYSE: GWRE), a software publisher serving the property and casualty (P&C) insurance industry. These documents offer detailed information on Guidewire’s financial performance, governance, and material corporate events, complementing the company descriptions found in its press releases.
Guidewire uses periodic Form 8‑K filings to report significant events. Recent examples include an 8‑K dated January 8, 2026, describing the completion of a prior share repurchase program and the authorization of a new program to repurchase up to $500.0 million of common stock, and 8‑K filings on December 3, 2025, and September 4, 2025, furnishing earnings press releases for specific fiscal periods. Another 8‑K dated December 15, 2025, summarizes voting results from the annual meeting of stockholders, including director elections, auditor ratification, and an advisory vote on executive compensation.
The definitive proxy statement (DEF 14A) filed on October 30, 2025, outlines matters submitted to stockholders at the 2025 annual meeting, such as the election of directors and ratification of the independent registered public accounting firm. It also discusses board structure, governance practices, and executive compensation philosophy and program design. Investors can use this document to understand how Guidewire’s board oversees the company and how senior leaders are compensated.
Guidewire’s earnings-related 8‑K filings reference Form 10‑K and Form 10‑Q reports, where the company provides audited annual and unaudited quarterly financial statements, management’s discussion and analysis, and risk factor disclosures. While those full reports are not reproduced in the excerpts above, they are key sources for analyzing revenue composition, operating income, cash flows, and non‑GAAP financial measures such as non‑GAAP income from operations and free cash flow, which the company explains in its earnings press releases.
For those tracking capital allocation and governance, Guidewire’s filings describe share repurchase authorizations, annual meeting outcomes, and the appointment of key officers, such as the July 24, 2025, 8‑K noting the designation of the company’s principal accounting officer. Together, these documents form an official record of decisions by the board of directors and management.
On this page, Stock Titan surfaces Guidewire’s SEC filings and pairs them with AI-powered summaries designed to clarify the purpose and implications of each document. Users can quickly see which filings relate to earnings (10‑Q, 10‑K, and related 8‑Ks), governance and executive compensation (DEF 14A), or specific corporate actions (such as share repurchase programs reported on Form 8‑K). This helps investors, analysts, and researchers understand how Guidewire reports its operations, capital structure, and governance to regulators and shareholders.
Guidewire Software delivered much stronger results for the quarter ended January 31, 2026. Total revenue rose to $359.1 million, driven by subscription and support revenue of $237.2 million and services revenue of $62.4 million, while license revenue was $59.5 million.
The company swung to net income of $60.1 million from a net loss of $37.3 million a year earlier, with operating income improving to $38.4 million. For the first six months, revenue reached $691.7 million and net income was $91.4 million, compared with a loss in the prior year period.
Annual Recurring Revenue was $1,121 million as of January 31, 2026. Free cash flow for the six months increased to $28.3 million, even as cash and cash equivalents declined to $407.9 million after share repurchases of 740,995 shares for $148.2 million and the $33.4 million ProNav acquisition.
Guidewire Software delivered strong second quarter fiscal 2026 results, showing faster growth and improved profitability. Total revenue reached $359.1 million, up 24% from a year earlier. Subscription and support revenue grew 33% to $237.2 million, while services revenue rose 30% to $62.4 million. License revenue was $59.5 million.
Annual recurring revenue was $1,121 million as of January 31, 2026, reflecting the company’s growing base of ongoing contracts. GAAP income from operations increased to $38.4 million, and GAAP net income was $60.1 million, or $0.70 per diluted share, compared with a GAAP net loss in the prior-year quarter. Non-GAAP net income rose to $100.7 million, or $1.17 per diluted share.
Guidewire ended the quarter with $1,351.4 million in cash, cash equivalents, and investments. The company completed a prior share repurchase program, authorized a new $500 million program, and repurchased 740,995 shares at an average price of $199.99. Management raised its fiscal 2026 outlook for ARR, revenue, and operating income.
Guidewire Software, Inc. Chief Executive Officer Michael George Rosenbaum reported an open-market sale of 1,200 shares of common stock on March 2, 2026 at a price of $143.87 per share. Following this transaction, he directly owns 228,343 shares. The sale was executed automatically under a Rule 10b5-1 trading plan adopted on October 14, 2025.
GWRE Form 144 filing lists multiple proposed sales of common stock by a selling party at the address 970 Park Place, San Mateo, CA. The filing shows numerous transactions dated between
Guidewire Software, Inc. director and Chief Executive Officer Michael George Rosenbaum reported an open-market sale of common stock. He sold 1,200 shares at a price of $125.50 per share in a transaction dated February 23, 2026. After this sale, he continued to hold 229,543 shares of Guidewire common stock directly. The sale was executed automatically under a pre-arranged Rule 10b5-1 trading plan, which had been adopted in advance to systematically sell shares over time.
MIKE reported multiple sales of GWRE common stock under Rule 144, including several transactions from
Guidewire Software, Inc. chief executive Michael George Rosenbaum reported an open-market sale of common stock. On 02/17/2026, he sold 1,200 shares at a price of $127 per share under transaction code S. The filing notes this was an automatic sale under a 10b5-1 trading plan adopted on October 14, 2025. Following the transaction, Rosenbaum directly owned 230,743 shares of Guidewire common stock.
Linonia Partners Fund LP and related entities reported a significant passive stake in Guidewire Software, Inc., holding 5,362,728 shares of common stock. This represents 6.3% of Guidewire’s outstanding shares, based on 85,019,176 shares outstanding as of November 28, 2025.
The shares are held by Linonia Partners Fund LP, with investment and control roles played by The Linonia Partnership LP, The Linonia Partnership GP LLC, and Philip Uhde. All reporting persons disclaim ultimate beneficial ownership beyond any pecuniary interest and certify the position is not intended to change or influence control of Guidewire.
A shareholder in GWRE has filed a notice to sell 1,200 shares of common stock through Morgan Stanley Smith Barney on or around February 17, 2026, with trading on the NYSE. The filing notes that 85,019,176 shares of this class were outstanding.
The shares to be sold were acquired on September 15, 2022 as 1,186 restricted stock shares and 14 performance shares, both from the issuer. Over the prior three months, the same seller completed multiple sales of common stock, including 6,015 shares for $1,155,337.74 on December 16, 2025.
Baron Capital Group and related entities report a significant passive stake in Guidewire Software. They disclose beneficial ownership of 5,147,550 shares of Guidewire common stock, representing 6.05% of the class as of December 31, 2025, with no sole voting or dispositive power.
The shares are held with shared voting power over 5,060,186 shares and shared dispositive power over 5,147,550 shares. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Guidewire.