13FPulse
GW

GWRE GUIDEWIRE SOFTWARE INC

2026Q1 · CUSIP 40171V100 · Enterprise Software · Sector: Technology

Neutral · No signal
Holders
587
Δ holders QoQ
-79
Breadth percentile
Top 99%
Whale holders
231
Δ whales
-19
Inst. holding value
$12.5B
New positions
95
Closed positions
174
Price momentum (1Q)
+12.1%
Put / Call
12/11

Breadth history (34 quarters)

2018Q1: holders=272 2018Q2: holders=277 2018Q3: holders=308 2018Q4: holders=304 2019Q1: holders=336 2019Q2: holders=318 2019Q3: holders=308 2019Q4: holders=366 2020Q1: holders=361 2020Q2: holders=356 2020Q3: holders=373 2020Q4: holders=404 2021Q1: holders=373 2021Q2: holders=366 2021Q3: holders=372 2021Q4: holders=403 2022Q1: holders=380 2022Q2: holders=365 2022Q3: holders=370 2022Q4: holders=347 2023Q1: holders=350 2023Q2: holders=353 2023Q3: holders=353 2023Q4: holders=386 2024Q1: holders=403 2024Q2: holders=453 2024Q3: holders=496 2024Q4: holders=555 2025Q1: holders=593 2025Q2: holders=680 2025Q3: holders=691 2025Q4: holders=666 2026Q1: holders=587 -87 -43.5 +0 +43.5 +87 244485726 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 13 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q2 Top 2% +3.5% -40.1%
2025Q1 Top 4% -0.8% +0.6%
2024Q4 Top 8% +0.0% -0.8%
2024Q3 Top 5% +5.0% +7.2%
2024Q2 Top 3% +32.1% +44.3%
2024Q1 Top 18% +20.7% +56.4%
2023Q4 Top 16% +3.2% +24.5%
2021Q4 Top 16% -19.6% -16.7%

Options Sentiment

Put holders
12
QoQ: +4
Call holders
11
QoQ: +3

See methodology →

Fundamentals

PE (TTM)
80.7
EPS (TTM)
$1.86
EPS YoY
+353.7%
Revenue (TTM)
$1.4B
Revenue YoY
+24.9%
Net margin
11.3%
ROE
12.1%
Debt ratio
48.0%
FCF (TTM)
$337M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS (4Y)
2022-07-31: EPS -0.36 2022-10-31: EPS -0.83 2023-01-31: EPS -0.11 2023-04-30: EPS -0.56 2023-07-31: EPS 0.14 2023-10-31: EPS -0.33 2024-01-31: EPS 0.12 2024-04-30: EPS -0.07 2024-07-31: EPS 0.21 2024-10-31: EPS 0.11 2025-01-31: EPS -0.45 2025-04-30: EPS 0.54 2025-07-31: EPS 0.61 2025-10-31: EPS 0.36 2026-01-31: EPS 0.70 2026-04-30: EPS 0.19 0M 186M 373M $M -0.91 -0.07 0.77 2022202320242025202604/26 Revenue EPS

Quarterly figures; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
57 353 649 20222023202420252026

P/E = close 47 days after quarter-end (filing date) ÷ TTM EPS then; loss quarters hidden

As of 2026-04-30 · SEC filings (XBRL)

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2026Q2 holdings publish around Aug 15 — subscribe to receive the lists first.