Guidewire Software Inc SEC Filings

Guidewire Software, Inc. submitted a Form 144 notice relating to proposed sales of Common Stock. The filing lists 999 shares described as acquired as compensation (Restricted Stock Units) with a sale date of 06/15/2026 and names Morgan Stanley Smith Barney LLC as the broker. The record also shows 1,001 shares were sold on 03/17/2026 by James Winston King for $164,021.72.

Guidewire Software reported multiple insider dispositions via a Form 144 filing, primarily sales of Common Stock. The excerpt lists repeated open-market sales of 1,200 shares on several dates in Mar–Jun 2026 and a single larger disposition of 4,737 shares for $776,194.87. The filing also shows Restricted Stock Units acquired on 06/15/2026 and a listed quantity of 5,830 in the securities-to-be-sold field.

Morgan Stanley Smith Barney LLC Executive Financial Services filed a Form 144 reporting proposed sales of Common shares by an affiliated holder. The notice lists multiple transactions of 1,200 shares on several dates in 2026 and a larger 4,737-share sale reported for 03/17/2026. The entries identify the securities as Restricted Stock and Performance Shares originating from issuer grants.

Guidewire Software, Inc. Chief Executive Officer Michael George Rosenbaum reported an open-market sale of 1,200 shares of common stock at $135.62 per share. The transaction was executed pursuant to a pre-arranged Rule 10b5-1 trading plan adopted on October 14, 2025.

Following this sale, Rosenbaum directly holds 206,806 shares of Guidewire common stock, reflecting his continuing equity stake in the company while allowing for planned portfolio diversification through scheduled sales.

GWRE selling stockholder submitted a Form 144 notice reporting multiple proposed sales of Common stock by an affiliated broker-dealer and an addressed selling party. The filing lists repeated sales of 1,200 shares on many dates and a single 4,737-share transaction dated 03/17/2026.

The entries show trade dates and dollar amounts for each reported sale; the securities are labeled Restricted Stock and the broker-dealer listed is Morgan Stanley Smith Barney LLC.

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.