Guidewire Software Inc SEC Filings

Guidewire Software reported strong growth for the quarter and year-to-date, driven by cloud subscriptions. For the quarter ended April 30, 2026, revenue rose to $372.5 million from $293.5 million, led by subscription and support revenue of $244.7 million. Quarterly net income was $16.5 million, down from $46.0 million, as other income swung to a loss, including foreign exchange impacts.

For the first nine months of fiscal 2026, revenue increased to $1.06 billion from $845.9 million, with subscription and support at $704.2 million. Net income for the period climbed to $107.9 million from $17.9 million, reflecting higher scale and improved operating margin.

Annual Recurring Revenue reached $1,147 million, up from $1,041 million as of July 31, 2025. Free cash flow was $82.0 million versus $42.7 million a year earlier. The company ended the period with $294.6 million in cash and cash equivalents, a 1.25% $690 million convertible note due 2029, and an undrawn $300 million secured revolving credit facility. Guidewire also repurchased 2.44 million shares in the first nine months for $392.4 million, with $240.5 million remaining under its current buyback authorization.

Guidewire Software reported strong third-quarter fiscal 2026 results, highlighted by total revenue of $372.5 million, up 27% from a year earlier, driven by 35% growth in subscription and support revenue to $244.7 million and 32% growth in services revenue to $71.8 million. Annual recurring revenue reached $1,147 million as of April 30, 2026, up from $1,041 million as of July 31, 2025, underscoring expanding recurring contracts. GAAP income from operations rose to $30.6 million, while non-GAAP income from operations increased to $77.8 million. GAAP net income was $16.5 million, pressured by a $20.1 million foreign currency loss, but non-GAAP net income climbed to $69.6 million with non-GAAP diluted EPS of $0.82. The company ended the quarter with $1,146.8 million in cash, cash equivalents, and investments, after repurchasing about 1.70 million shares for $244.3 million under a $500 million buyback plan. Management raised full-year 2026 outlook, now guiding to total revenue of $1,460–$1,470 million, GAAP operating income of $124–$134 million, non-GAAP operating income of $314–$324 million, and operating cash flow of $365–$380 million, reflecting confidence in demand for its cloud platform and ARR growth.

Guidewire Software, Inc. Chief Executive Officer Michael George Rosenbaum reported an open-market sale of 1,200 shares of Common Stock. The shares were sold at an average price of $158.92 per share. After this transaction, he directly holds 208,006 shares of Guidewire common stock.

The sale was executed pursuant to an automatic Rule 10b5-1 trading plan adopted by Rosenbaum on October 14, 2025, indicating the transaction was pre-scheduled rather than a discretionary trade.

GWRE reported proposed insider dispositions of Common Stock via Form 144. The filing lists multiple proposed sales by the reporting party, primarily in blocks of 1,200 shares on several dates and a larger 4,737-share entry dated 03/17/2026. The securities are described as Restricted Stock and the sales are identified as issuer-directed or through broker channels.

Guidewire Software, Inc. Chief Executive Officer Michael George Rosenbaum reported an open-market sale of common stock. He sold 1,200 shares at a price of $138.51 per share and held 209,206 shares of common stock directly after the transaction. According to a footnote, this was an automatic sale made under a pre-arranged Rule 10b5-1 trading plan adopted by the reporting person.

GWRE filing a Form 144 notice reporting multiple sales of Common shares previously issued as Restricted Stock. The excerpt lists a series of sales dated between 03/02/2026 and 05/18/2026, with repeated line items of 1,200 shares and one larger sale of 4,737 shares on 03/17/2026.

The entries include per-sale proceeds (for example, $153,828.00 on 05/18/2026 and $776,194.87 on 03/17/2026). The filing identifies the securities as Restricted Stock and lists the Issuer relationship for those securities.

Guidewire Software CEO Michael George Rosenbaum reported an open-market sale of 1,200 shares of Common Stock at an average price of $128.19 per share. After this transaction, he directly holds 210,406 shares.

The sale was executed automatically under a Rule 10b5-1 trading plan adopted by Rosenbaum on October 14, 2025, indicating it was pre-scheduled rather than a discretionary market-timing decision.

GWRE reported Form 144 notice of sales of Common stock by an affiliated holder. The filing lists multiple dispositions of 1,200 shares on several dates and a larger 4,737-share sale on 03/17/2026. All listed securities are shown as Restricted Stock and the filer is labeled as Issuer.

Guidewire Software, Inc. ownership disclosure: Baron Capital Group and related filers report beneficial ownership of 6,591,114 shares of common stock, representing 7.79% of the class as reported. The filing attributes 6,501,720 shares of shared voting power and 6,591,114 shares of shared dispositive power.

The filing identifies Baron Capital Group, BAMCO, BCM and Ronald Baron as reporting persons and states the shares are held for advisory clients; BAMCO and BCM are subsidiaries of BCG and Ronald Baron controls BCG.