GWRE Guidewire Software, Inc. Common Stock
NYSE · Technology · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Sep 11, 2026
$152.15
· of 52w range
· above low
· to high
$102.3052w low
$255.8952w high
Market Cap (MRQ)
$12.48B
P/E (TTM)
93.3
EPS (TTM)
$1.63
Revenue (TTM)
$1.48B
your badges
52W Range
$102–$256
Analyst Rating
BUY
Price Target
$213
P/E
93.3
ROE
10.5%
Net Profit Margin
9.4%
Your badge strip is empty — pin a metric anywhere on this page.
GWRE Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$152.15
Market Cap (MRQ)
$12.48B
P/E (TTM)
93.3
EPS (TTM)
$1.63
Revenue (TTM)
$1.48B
ROE (TTM)
10.5%
52W Range
$102–$256
GWRE Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
range
bars
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
About Guidewire Software, Inc. Common Stock Company overview from Wikipedia
Guidewire Software, Inc., commonly Guidewire, is an American software company based in San Mateo, California. It offers an industry platform for property and casualty (P&C) insurance carriers in the U.S. and worldwide.
History
The company was established in 2001 and founded by: Ken Branson, James Kwak, John Raguin, and Marcus Ryu from Ariba (and McKinsey, where James and Marcus had met); and John Seybold and Mark Shaw from Kana Software. In September 2011, Guidewire filed with the SEC to raise up to $100 million in an initial public offering (IPO) and first publicly traded on the NYSE in January 2012. Guidewire was later cited as being one of the top IPOs of 2012, even #1.
In 2011, Guidewire settled a patent related lawsuit with Accenture regarding its claims management software.
In 2013, Guidewire acquired Millbrook, Inc., a business intelligence company. In 2016, Guidewire acquired ISCS (cloud computing), FirstBest (underwriting) and EagleEye Analytics. In 2017, Guidewire acquired Cyence, a data science and risk analytics company enabling P&C insurers to grow.
On August 5, 2019, Guidewire appointed Mike Rosenbaum as CEO.
In March 2023, Guidewire executed a sublease agreement to exchange headquarters with Roblox Corporation, another software company in San Mateo. Guidewire moved into and assumed the remaining lease term for the Roblox headquarters at 970 Park Place; Roblox assumed Guidewire's remaining lease term for Bay Meadows Station 2 at 2850 Delaware Street.
The company has been cited as being among the 50 most desirable mid-size Bay Area companies to work for, and was in the "Top 50 Large Companies" in Glassdoor's Best Places To Work. In June 2026, the company reported that its annual recurring revenue (ARR) surpassed $1.14 billion during the third quarter of fiscal year 2026, driven by continuous expansion of its cloud platform and subscription model.
Products
Guidewire is a recurring revenue software company as it sells term licenses. The company also sells its software as a service on a subscription revenue basis. Its three main software products are ClaimCenter, PolicyCenter, and BillingCenter, each servicing a major component of a P&C insurance carrier. There are a number of add-on modules, as well as an increasing number of value-added online services provided via Guidewire Analytics and Guidewire Marketplace. Guidewire also develops the Gosu programming language.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorTechnology
industryTechnology
employees4,174
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$1.48B2017-07-31 → 2026-07-31
EPS$1.632017-07-31 → 2026-07-31
Free Cash Flow$378M2017-07-31 → 2026-07-31
Net margin9.4%2017-07-31 → 2026-07-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | GWRE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 93.35Y avg ≈-373.9 | ≈-373.9 | 38.8 | Overvalued | |
| P/S (TTM) | 8.55Y avg ≈10.5 | ≈10.5 | 7.2 | Overvalued | |
| P/B (MRQ) | 10.55Y avg ≈8.6 | ≈8.6 | 5.3 | Overvalued | |
| Price / FCF (TTM) | 33.05Y avg ≈51.2 | ≈51.2 | · | · | |
| Price / Cash Flow (TTM) | 32.05Y avg ≈33.4 | ≈33.4 | 33.4 | Fair value | |
| Price / Tangible Book (MRQ) | 10.65Y avg ≈12.5 | ≈12.5 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | GWRE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 64.2%5Y avg ≈56.0% | ≈56.0% | 69.4% | Weak | |
| Operating Margin (TTM) | 10.2%5Y avg ≈-6.6% | ≈-6.6% | 14.7% | Weak | |
| EBITDA Margin | 10.2%5Y avg ≈-6.6% | ≈-6.6% | 20.3% | Weak | |
| Pretax Margin (TTM) | 11.1%5Y avg ≈-6.1% | ≈-6.1% | 18.7% | Weak | |
| Net Profit Margin (TTM) | 9.4%5Y avg ≈-4.0% | ≈-4.0% | 14.5% | Weak | |
| ROA (TTM) | 5.3%5Y avg ≈-1.1% | ≈-1.1% | 7.5% | Weak | |
| ROE (TTM) | 10.5%5Y avg ≈-1.6% | ≈-1.6% | 10.3% | In line | |
| ROIC | 10.7%5Y avg ≈-1.5% | ≈-1.5% | 13.9% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | GWRE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 1.85Y avg ≈2.6 | ≈2.6 | 1.2 | Strong liquidity | |
| Quick Ratio (MRQ) | 1.45Y avg ≈2.2 | ≈2.2 | 0.9 | Strong liquidity | |
| Interest Coverage | 11.25Y avg ≈-5.2 | ≈-5.2 | 11.2 | In line |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | GWRE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 22.7%5Y avg ≈14.9% | ≈14.9% | · | · | |
| Revenue CAGR 3Y | 17.7%5Y avg ≈12.0% | ≈12.0% | · | · | |
| Revenue CAGR 5Y | 14.7% | · | · | · | |
| EPS YoY | 101.2% | · | · | · | |
| Net Income YoY | 99.5% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | GWRE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.65Y avg ≈0.5 | ≈0.5 | 0.6 | In line | |
| Receivables Turnover | 8.85Y avg ≈7.4 | ≈7.4 | 4.5 | Top tier | |
| Revenue / Employee | ≈$353.5K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
26.3%
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| Dec. 31, 2026 | Sep 3, 2026 | $0.99 | $0.96 | 2.8% |
| Sept. 30, 2026 | Jun 4, 2026 | $0.99 | $0.96 | 2.8% |
| June 30, 2026 | $0.82 | $0.76 | 8.1% | |
| March 31, 2026 | $1.17 | $0.79 | 48.4% | |
| Dec. 31, 2025 | $0.66 | $0.62 | 5.6% | |
| Sept. 30, 2025 | $0.84 | $0.65 | 29.7% | |
| June 30, 2025 | $0.88 | $0.47 | 86.6% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.48B | $1.20B | $980M | $905M | $813M | $743M | $742M | $720M | $653M | $510M | $424M | $381M | |
| Cost of Revenue | $528M | $450M | $397M | $447M | $435M | $354M | $338M | $324M | $297M | $192M | $152M | $147M | |
| Gross Profit | $947M | $752M | $583M | $458M | $377M | $390M | $404M | $395M | $356M | $318M | $273M | $233M | |
| R&D Expense | $340M | $296M | $269M | $250M | $229M | $201M | $201M | $189M | $172M | $130M | $112M | $93M | |
| SG&A Expense | $198M | $184M | $168M | $170M | $165M | $143M | $85M | $74M | $76M | $57M | $51M | $41M | |
| Operating Expenses | $797M | $711M | $636M | $608M | $577M | $495M | $428M | $394M | $372M | $296M | $256M | $217M | |
| Operating Income | $150M | $41M | $-53M | $-149M | $-199M | $-106M | $-24M | $1M | $-16M | $22M | $16M | $16M | |
| Interest Expense | $13M | $13M | $7M | $7M | $19M | $19M | $18M | $17M | $6M | $13.0K | $0 | · | |
| Other Non-op | $-21M | $-35M | $-11M | $-2M | $-17M | $13M | $-7M | $-2M | $509.0K | $811.0K | $-505.0K | $-2M | |
| Pretax Income | $164M | $49M | $-27M | $-134M | $-230M | $-104M | $-24M | $12M | $-8M | $29M | $21M | $17M | |
| Income Tax | $25M | $-20M | $-21M | $-22M | $-49M | $-38M | $3M | $-8M | $18M | $10M | $6M | $7M | |
| Net Income | $139M | $70M | $-6M | $-112M | $-180M | $-67M | $-27M | $21M | $-27M | $18M | $15M | $10M | |
| EPS (Basic) | $1.65 | $0.83 | $-0.07 | $-1.36 | $-2.16 | $-0.79 | $-0.33 | $0.25 | $-0.34 | $0.24 | $0.21 | $0.14 | |
| EPS (Diluted) | $1.63 | $0.81 | $-0.07 | $-1.36 | $-2.16 | $-0.79 | $-0.33 | $0.25 | $-0.34 | $0.24 | $0.20 | $0.14 | |
| Shares (Basic) | 84,186,951 | 83,846,793 | 82,291,483 | 82,176,629 | 83,569,517 | 83,577,375 | 82,855,392 | 81,447,998 | 77,709,592 | 73,994,577 | 72,026,694 | 70,075,908 | |
| Shares (Diluted) | 85,405,177 | 85,911,653 | 82,291,483 | 82,176,629 | 83,569,517 | 83,577,375 | 82,855,392 | 82,681,214 | 77,709,592 | 75,328,343 | 73,765,960 | 72,314,433 | |
| EBITDA | $150M | $41M | $-53M | $-149M | $-199M | $-106M | $-24M | $1M | $-16M | $27M | $16M | $16M |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $373M | $698M | $548M | $402M | $606M | $385M | $367M | $254M | $437M | $263M | $224M | $212M | |
| Short-term Investments | $380M | $452M | $456M | $397M | $370M | $735M | $767M | $870M | $630M | $310M | $405M | $359M | |
| Receivables | $194M | $141M | $137M | $151M | $144M | $104M | $114M | $138M | $125M | $79M | $63M | $62M | |
| Prepaid Expense | $99M | $86M | $68M | $62M | $61M | $53M | $46M | $36M | $30M | $27M | $17M | $14M | |
| Current Assets | $1.19B | $1.51B | $1.30B | $1.10B | $1.25B | $1.36B | $1.34B | $1.33B | $1.22B | $679M | $708M | $662M | |
| PP&E (Net) | $68M | $60M | $55M | $54M | $81M | $80M | $65M | $66M | $19M | $14M | $13M | $12M | |
| PP&E (Gross) | $168M | $146M | $121M | $104M | $137M | $131M | $101M | $99M | $48M | $38M | $36M | $31M | |
| Accum. Depreciation | $101M | $85M | $66M | $49M | $56M | $51M | $36M | $33M | $30M | $23M | $23M | $19M | |
| Goodwill | $423M | $394M | $372M | $372M | $372M | $341M | $341M | $341M | $341M | $142M | $30M | $9M | |
| Intangibles | $16M | $12M | $9M | $14M | $21M | $20M | $40M | $67M | $96M | $71M | $14M | $4M | |
| Other Non-current Assets | $99M | $76M | $67M | $68M | $57M | $38M | $35M | $46M | $23M | $20M | $12M | $926.0K | |
| Total Assets | $2.58B | $2.72B | $2.23B | $2.03B | $2.27B | $2.32B | $2.36B | $2.17B | $1.98B | $1.08B | $916M | $800M | |
| Accounts Payable | $38M | $29M | $15M | $35M | $40M | $28M | $23M | $34M | $31M | $13M | $10M | $9M | |
| Accrued Liabilities | · | · | · | · | · | $32M | $26M | $16M | · | · | · | · | |
| Current Liabilities | $664M | $545M | $838M | $373M | $338M | $300M | $225M | $232M | $238M | $168M | $119M | $104M | |
| Capital Leases | $25M | $31M | $35M | $43M | $105M | $115M | $119M | · | · | · | · | · | |
| Other Non-current Liabilities | $14M | $9M | $8M | $9M | $7M | $10M | $19M | $20M | $774.0K | $2M | $3M | $4M | |
| Total Liabilities | $1.38B | $1.26B | $884M | $828M | $815M | $777M | $708M | $593M | $568M | $190M | $132M | $111M | |
| Long-term Debt | · | · | $399M | $397M | $358M | $344M | $330M | $317M | $305M | · | · | · | |
| Common Stock | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $7.0K | $7.0K | |
| Paid-in Capital | · | · | · | · | $-1.76B | · | · | · | · | · | · | · | |
| Retained Earnings | $-1.02B | $-554M | $-624M | $-618M | $-284M | $-66M | $163M | $190M | $125M | $66M | $48M | $33M | |
| AOCI | $-12M | $-9M | $-12M | $-14M | $-20M | $-6M | $-5M | $-8M | $-8M | $-6M | $-7M | $-6M | |
| Stockholders' Equity | $1.19B | $1.46B | $1.34B | $1.20B | $1.45B | $1.54B | $1.66B | $1.57B | $1.41B | $889M | $784M | $689M | |
| Liabilities + Equity | $2.58B | $2.72B | $2.23B | $2.03B | $2.27B | $2.32B | $2.36B | $2.17B | $1.98B | $1.08B | $916M | $800M | |
| Shares Outstanding | 81,992,467 | 84,530,418 | 83,025,637 | 81,440,669 | 84,084,209 | 83,194,157 | 83,461,925 | 82,140,883 | 80,611,698 | 75,007,625 | 73,039,919 | 71,005,738 |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $28M | $24M | $22M | $25M | $34M | $37M | $43M | $40M | $36M | $19M | $9M | $7M | |
| Stock-based Comp | $182M | $162M | $146M | $143M | $137M | $115M | $102M | $92M | $90M | $72M | $66M | $51M | |
| Deferred Tax | $13M | $-30M | $-27M | $-27M | $-53M | $-36M | $-12M | $-13M | $14M | $-1M | $-4M | $136.0K | |
| Amort. of Intangibles | $7M | $5M | $6M | $7M | $14M | $20M | $27M | $29M | $28M | $12M | $2M | $1M | |
| Operating Cash Flow | $390M | $301M | $196M | $38M | $-38M | $112M | $113M | $116M | $140M | $139M | $100M | $64M | |
| CapEx | $12M | $6M | $6M | $6M | $10M | $19M | $21M | $45M | $9M | $6M | $7M | $6M | |
| Investing Cash Flow | $-136M | $-237M | $-52M | $13M | $312M | $64M | $-6M | $-301M | $-538M | $-113M | $-101M | $23M | |
| Stock Issued | · | · | · | · | · | · | $0 | $0 | $221M | $0 | $0 | $0 | |
| Stock Repurchased | $606M | $0 | $0 | $262M | $37M | $161M | $0 | $0 | · | · | · | · | |
| Net Stock Activity | $-606M | $0 | $0 | $-262M | $-37M | $-161M | $0 | $0 | $221M | · | $0 | $0 | |
| Financing Cash Flow | $-579M | $82M | $1M | $-262M | $-37M | $-159M | $5M | $4M | $573M | $13M | $13M | $-17M | |
| Net Change in Cash | $-326M | $150M | $142M | $-208M | $230M | $18M | $113M | $-183M | $174M | $40M | $11M | $64M | |
| Taxes Paid | $13M | $8M | $9M | $5M | $4M | $4M | $5M | $5M | $5M | $4M | $4M | $2M | |
| Free Cash Flow | $378M | $295M | $189M | $33M | $-47M | $93M | $92M | $71M | $131M | $131M | $93M | $57M | |
| Levered FCF | $366M | $276M | $188M | $27M | $-63M | $81M | $72M | $42M | $110M | · | · | · |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 64.2% | 62.5% | 59.5% | 50.6% | 43.3% | 49.5% | 54.5% | 54.9% | 54.5% | 62.7% | 64.2% | 61.3% | |
| Operating Margin | 10.2% | 3.4% | -5.4% | -16.5% | -24.5% | -14.2% | -3.2% | 0.20% | -2.4% | 5.2% | 3.9% | 4.3% | |
| Net Margin | 9.4% | 5.8% | -0.62% | -12.4% | -22.2% | -8.9% | -3.7% | 2.9% | -4.1% | 4.1% | 3.5% | 2.6% | |
| Pretax Margin | 11.1% | 4.1% | -2.7% | -14.8% | -28.3% | -14.0% | -3.3% | 1.7% | -1.3% | 6.5% | 4.9% | 4.4% | |
| EBITDA Margin | 10.2% | 3.4% | -5.4% | -16.5% | -24.5% | -14.2% | -3.2% | 0.20% | -2.4% | 5.2% | 3.9% | 4.3% | |
| ROA | 5.3% | 2.8% | -0.29% | -5.2% | -7.9% | -2.8% | -1.2% | 1.0% | -1.8% | 2.1% | 1.8% | 1.3% | |
| ROE | 10.3% | 5.1% | -0.46% | -9.3% | -13.7% | -4.3% | -1.7% | 1.3% | -1.9% | 2.5% | 2.0% | 1.5% | |
| ROIC | 10.7% | 4.0% | -0.89% | -10.4% | -10.8% | -4.4% | -1.6% | 0.16% | -3.6% | 1.9% | 1.5% | 1.4% |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.8 | 2.8 | 1.5 | 2.9 | 3.7 | 4.5 | 6.0 | 5.7 | 5.1 | 4.2 | 5.9 | 6.3 | |
| Quick Ratio | 1.4 | 2.4 | 1.4 | 2.5 | 3.3 | 4.1 | 5.5 | 5.4 | 5.0 | 4.0 | 5.8 | 6.1 | |
| Interest Coverage | 11.2 | 3.1 | -7.8 | -22.3 | -10.3 | -5.6 | -1.3 | 0.1 | -2.4 | · | · | · |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.5 | 0.5 | 0.4 | 0.4 | 0.3 | 0.3 | 0.3 | 0.4 | 0.5 | 0.5 | 0.5 | |
| Receivables Turnover | 8.8 | 8.7 | 6.8 | 6.1 | 6.6 | 6.8 | 5.9 | 5.5 | 6.4 | 7.2 | 6.8 | 6.8 |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $14.56 | $17.24 | $16.17 | $14.73 | $17.26 | $18.57 | $19.85 | $19.16 | $17.54 | $11.91 | $10.73 | $9.71 | |
| Revenue / Share | $17.27 | $14.00 | $11.91 | $11.02 | $9.72 | $8.89 | $8.96 | $8.70 | $8.40 | $6.83 | $5.75 | $5.26 | |
| Cash Flow / Share | $4.56 | $3.50 | $2.38 | $0.47 | $-0.45 | $1.34 | $1.36 | $1.40 | $1.81 | $1.82 | $1.35 | $0.88 | |
| Cash / Share | $4.55 | $8.26 | $6.60 | $4.93 | $7.21 | $4.63 | $4.40 | $3.09 | $5.42 | $3.51 | $3.06 | $2.99 | |
| EPS (TTM) | $1.63 | $0.81 | $-0.07 | $-1.36 | $-2.16 | $-0.79 | $-0.33 | $0.25 | $-0.34 | $0.24 | $0.20 | $0.14 |
Growth Rates
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 22.7% | 22.6% | 8.3% | 11.4% | 9.3% | 0.13% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 17.7% | 14.0% | 9.7% | 6.8% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.7% | 10.1% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 101.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 99.5% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.48B | $1.20B | $980M | $905M | $813M | $743M | $742M | $720M | $653M | $510M | $424M | $381M | |
| Net Income TTM | $139M | $70M | $-6M | $-112M | $-180M | $-67M | $-27M | $21M | $-27M | $18M | $15M | $10M | |
| Market Cap | $12.46B | $19.12B | $12.46B | $6.91B | $6.54B | $9.58B | $9.82B | $8.38B | $6.95B | $5.41B | $4.49B | $4.19B | |
| P/E | 93.2 | 279.3 | -2143.9 | -62.4 | -36.0 | -145.8 | -356.5 | 408.3 | -253.5 | 300.7 | 307.4 | 421.8 | |
| P/S | 8.4 | 15.9 | 12.7 | 7.6 | 8.0 | 12.9 | 13.2 | 11.7 | 10.6 | 10.6 | 10.6 | 11.0 | |
| P/B | 10.4 | 13.1 | 9.3 | 5.8 | 4.5 | 6.2 | 5.9 | 5.3 | 4.9 | 6.1 | 5.7 | 6.1 | |
| P / Tangible Book | 16.5 | 18.2 | 13.0 | 8.5 | 6.2 | 8.1 | 7.7 | · | · | · | · | · | |
| P / Cash Flow | 32.0 | 63.6 | 63.7 | 179.9 | -172.2 | 85.9 | 86.9 | 72.2 | 49.5 | 39.5 | 44.9 | 65.8 | |
| P / FCF | · | 64.8 | 65.8 | 212.1 | -137.7 | 103.5 | 107.1 | 117.8 | 53.0 | 41.2 | 48.4 | 73.1 | |
| Earnings Yield | 1.1% | 0.36% | -0.05% | -1.6% | -2.8% | -0.69% | -0.28% | 0.24% | -0.39% | 0.33% | 0.33% | 0.24% |
Income Statement
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $411M | $373M | $359M | $333M | $357M | $294M | $289M | $263M | $292M | $241M | $241M | $207M | $270M | $207M | $233M | $195M | |
| Cost of Revenue | $141M | $136M | $128M | $123M | $125M | $111M | $110M | $105M | $105M | $98M | $98M | $95M | $106M | $109M | $109M | $123M | |
| Gross Profit | $270M | $237M | $232M | $210M | $232M | $183M | $179M | $158M | $186M | $142M | $142M | $112M | $164M | $99M | $123M | $72M | |
| R&D Expense | $91M | $88M | $83M | $78M | $84M | $73M | $70M | $69M | $75M | $66M | $65M | $62M | $67M | $63M | $62M | $58M | |
| SG&A Expense | $52M | $50M | $48M | $48M | $52M | $48M | $42M | $43M | $46M | $42M | $40M | $39M | $41M | $47M | $40M | $42M | |
| Operating Expenses | $207M | $206M | $193M | $191M | $202M | $178M | $167M | $163M | $176M | $159M | $155M | $146M | $158M | $157M | $147M | $147M | |
| Operating Income | $62M | $31M | $38M | $18M | $30M | $4M | $12M | $-5M | $10M | $-17M | $-12M | $-34M | $6M | $-58M | $-23M | $-75M | |
| Interest Expense | · | · | · | · | · | · | · | · | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Other Non-op | $-24M | $-19M | $27M | $-5M | $1M | $34M | $-66M | $-4M | $-2M | $-7M | $11M | $-14M | $4M | $-3M | $11M | $-14M | |
| Pretax Income | $45M | $20M | $75M | $25M | $41M | $49M | $-43M | $3M | $19M | $-14M | $7M | $-39M | $16M | $-56M | $-8M | $-85M | |
| Income Tax | $14M | $3M | $14M | $-7M | $-11M | $3M | $-6M | $-6M | $2M | $-9M | $-3M | $-12M | $4M | $-11M | $979.0K | $-16M | |
| Net Income | $31M | $16M | $60M | $31M | $52M | $46M | $-37M | $9M | $-6M | $-5M | $10M | $-27M | $12M | $-46M | $-9M | $-69M | |
| EPS (Basic) | $0.37 | $0.20 | $0.71 | $0.37 | $0.62 | $0.55 | $-0.45 | $0.11 | $0.21 | $-0.07 | $0.12 | $-0.33 | $0.14 | $-0.56 | $-0.11 | $-0.83 | |
| EPS (Diluted) | $0.38 | $0.19 | $0.70 | $0.36 | $0.61 | $0.54 | $-0.45 | $0.11 | $0.21 | $-0.07 | $0.12 | $-0.33 | $0.14 | $-0.56 | $-0.11 | $-0.83 | |
| Shares (Basic) | · | 84,241,069 | 84,858,179 | 84,780,201 | · | 84,044,661 | 83,705,700 | 83,276,236 | · | 82,500,109 | 82,133,632 | 81,690,912 | · | 81,832,244 | 82,051,867 | 83,320,967 | |
| Shares (Diluted) | · | 85,065,999 | 86,116,567 | 86,451,737 | · | 85,880,643 | 83,705,700 | 85,960,868 | · | 82,500,109 | 83,305,080 | 81,690,912 | · | 81,832,244 | 82,051,867 | 83,320,967 | |
| EBITDA | · | $31M | $38M | $18M | · | $4M | $12M | $-5M | · | $-17M | $-12M | $-34M | · | $-58M | $-23M | $-75M |
Balance Sheet
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $373M | $295M | $408M | $492M | $698M | $510M | $697M | $824M | $548M | $360M | $350M | $301M | · | $267M | $275M | $263M | |
| Short-term Investments | $380M | $455M | $511M | $520M | $452M | $410M | $471M | $515M | $456M | $423M | $428M | $412M | · | $421M | $440M | $442M | |
| Receivables | $194M | $139M | $163M | $95M | $141M | $147M | $123M | $97M | $137M | $104M | $128M | $93M | · | $129M | $128M | $88M | |
| Prepaid Expense | $99M | $102M | $89M | $88M | $86M | $78M | $72M | $72M | $68M | $69M | $64M | $62M | · | $61M | $64M | $59M | |
| Current Assets | $1.19B | $1.22B | $1.35B | $1.36B | $1.51B | $1.31B | $1.48B | $1.64B | $1.30B | $1.08B | $1.06B | $977M | · | $1.01B | $1.01B | $944M | |
| PP&E (Net) | $68M | $67M | $65M | $65M | $60M | $56M | $54M | $55M | $55M | $55M | $55M | $55M | · | $54M | $79M | $79M | |
| PP&E (Gross) | $168M | · | · | · | $146M | · | · | · | $121M | · | · | · | · | $101M | · | · | |
| Accum. Depreciation | $101M | · | · | · | $85M | · | · | · | $66M | · | · | · | · | $47M | · | · | |
| Goodwill | $423M | $421M | $422M | $394M | $394M | $394M | $372M | $372M | $372M | $372M | $372M | $372M | · | $372M | $372M | $372M | |
| Intangibles | $16M | $18M | $20M | $11M | $12M | $13M | $6M | $8M | $9M | $10M | $12M | $13M | · | $16M | $17M | $19M | |
| Other Non-current Assets | $99M | $87M | $76M | $72M | $76M | $65M | $64M | $65M | $67M | $60M | $60M | $64M | · | $59M | $56M | $51M | |
| Total Assets | $2.58B | $2.54B | $2.69B | $2.64B | $2.72B | $2.49B | $2.54B | $2.60B | $2.23B | $2.04B | $2.01B | $1.92B | · | $1.92B | $2.00B | $1.95B | |
| Accounts Payable | $38M | $35M | $29M | $34M | $29M | $29M | $25M | $31M | $15M | $24M | $22M | $19M | · | $36M | $38M | $42M | |
| Current Liabilities | $664M | $497M | $459M | $390M | $545M | $406M | $559M | $615M | $838M | $705M | $307M | $262M | · | $275M | $275M | $253M | |
| Capital Leases | $25M | $27M | $29M | $29M | $31M | $33M | $34M | $33M | $35M | $37M | $39M | $41M | · | $37M | $99M | $101M | |
| Other Non-current Liabilities | $14M | $13M | $12M | $9M | $9M | $8M | $5M | $5M | $8M | $10M | $9M | $9M | · | $7M | $7M | $7M | |
| Total Liabilities | $1.38B | $1.22B | $1.18B | $1.11B | $1.26B | $1.13B | $1.27B | $1.33B | $884M | $755M | $757M | $714M | · | $721M | $784M | $763M | |
| Common Stock | $8.0K | $8.0K | $8.0K | $9.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | · | $8.0K | $8.0K | $8.0K | |
| Retained Earnings | $-1.02B | $-846M | $-611M | $-523M | $-554M | $-606M | $-652M | $-615M | $-624M | $-641M | $-635M | $-645M | · | $-584M | $-483M | $-474M | |
| AOCI | $-12M | $-7M | $-3M | $-8M | $-9M | $-9M | $-15M | $-12M | $-12M | $-15M | $-12M | $-17M | · | $-15M | $-16M | $-24M | |
| Stockholders' Equity | $1.19B | $1.32B | $1.51B | $1.53B | $1.46B | $1.36B | $1.27B | $1.27B | $1.34B | $1.29B | $1.26B | $1.21B | $1.20B | $1.20B | $1.22B | $1.19B | |
| Liabilities + Equity | $2.58B | $2.54B | $2.69B | $2.64B | $2.72B | $2.49B | $2.54B | $2.60B | $2.23B | $2.04B | $2.01B | $1.92B | · | $1.92B | $2.00B | $1.95B | |
| Shares Outstanding | 81,992,467 | · | · | · | 84,530,418 | · | · | · | 83,025,637 | · | · | · | · | · | · | · |
Cash Flow
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $7M | $7M | $7M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $5M | $5M | $5M | $6M | $7M | $8M | |
| Stock-based Comp | $47M | $45M | $47M | $43M | $42M | $40M | $41M | $38M | $37M | $37M | $36M | $36M | $37M | $35M | $36M | $35M | |
| Amort. of Intangibles | · | · | · | · | $2M | $1M | · | · | $1M | $1M | · | · | · | · | · | · | |
| Operating Cash Flow | $284M | $61M | $112M | $-67M | $245M | $32M | $86M | $-62M | $194M | $5M | $69M | $-72M | $173M | $-49M | $1M | $-87M | |
| CapEx | $2M | $2M | $3M | $5M | $3M | $703.0K | $790.0K | $843.0K | $2M | $678.0K | $3M | $998.0K | $3M | $677.0K | $1M | $604.0K | |
| Investing Cash Flow | $-3M | $71M | $-66M | $-139M | $-58M | $-48M | $-53M | $-78M | $-7M | $6M | $-23M | $-28M | $9M | $53M | $6M | $-54M | |
| Stock Issued | · | $0 | · | · | · | $0 | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $214M | $244M | · | · | $0 | $0 | · | · | $0 | $0 | $0 | $0 | $48M | $14M | $0 | $200M | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | · | $-200M | |
| Financing Cash Flow | $-200M | $-244M | $-135M | $413.0K | $728.0K | $-178M | $-156M | $416M | $1M | $10.0K | $4.0K | $0 | $-48M | $-14M | $2.0K | $-200M | |
| Net Change in Cash | $78M | $-113M | $-85M | $-206M | $188M | $-187M | $-126M | $276M | $188M | $10M | $49M | $-104M | $135M | $-10M | $12M | $-345M | |
| Taxes Paid | $6M | $3M | $2M | $2M | $1M | $2M | $1M | $3M | $3M | $3M | $2M | $883.0K | $750.0K | $2M | $1M | $1M | |
| Free Cash Flow | · | · | · | $-72M | · | · | · | $-63M | · | · | · | $-73M | · | · | · | $-88M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | $-74M | · | · | · | $-89M |
Profitability
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 63.5% | 64.5% | 63.0% | · | 62.3% | 61.9% | 60.2% | · | 59.1% | 59.1% | 54.1% | · | 47.7% | 53.1% | 37.0% | |
| Operating Margin | · | 8.2% | 10.7% | 5.5% | · | 1.5% | 4.0% | -1.8% | · | -6.9% | -5.1% | -16.3% | · | -27.9% | -10.0% | -38.2% | |
| Net Margin | · | 4.4% | 16.7% | 9.4% | · | 15.7% | -12.9% | 3.5% | · | -2.3% | 4.0% | -13.1% | · | -22.0% | -4.0% | -35.5% | |
| Pretax Margin | · | 5.3% | 20.8% | 7.4% | · | 16.6% | -14.9% | 1.1% | · | -5.9% | 2.9% | -18.6% | · | -27.1% | -3.5% | -43.7% | |
| EBITDA Margin | · | 8.2% | 10.7% | 5.5% | · | 1.5% | 4.0% | -1.8% | · | -6.9% | -5.1% | -16.3% | · | -27.9% | -10.0% | -38.2% | |
| ROA | · | 0.66% | 2.3% | 1.2% | · | 2.0% | -1.6% | 0.40% | · | -0.28% | 0.48% | -1.4% | · | -2.2% | -0.44% | -3.4% | |
| ROE | · | 1.2% | 4.3% | 2.2% | · | 3.5% | -2.9% | 0.74% | · | -0.44% | 0.78% | -2.3% | · | -3.5% | -0.68% | -5.2% | |
| ROIC | · | 1.9% | 2.1% | 1.5% | · | 0.31% | 0.80% | -1.2% | · | -0.50% | -1.4% | -2.0% | · | -3.9% | -2.1% | -5.1% |
Liquidity & Solvency
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 2.4 | 2.9 | 3.5 | · | 3.2 | 2.6 | 2.7 | · | 1.5 | 3.5 | 3.7 | · | 3.7 | 3.7 | 3.7 | |
| Quick Ratio | · | 1.8 | 2.4 | 2.8 | · | 2.6 | 2.3 | 2.3 | · | 1.3 | 3.0 | 3.1 | · | 3.0 | 3.1 | 3.1 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -9.9 | -7.3 | -20.1 | · | -34.4 | -13.8 | -44.5 |
Efficiency
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | |
| Receivables Turnover | · | 2.6 | 2.5 | 3.5 | · | 2.3 | 2.3 | 2.8 | · | 2.1 | 1.9 | 2.3 | · | 1.9 | 1.9 | 2.3 |
Per Share
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | · | $4.38 | $4.17 | $3.85 | · | $3.42 | $3.46 | $3.06 | · | $2.92 | $2.89 | $2.54 | · | $2.54 | $2.83 | $2.34 | |
| Cash Flow / Share | · | · | · | $-0.78 | · | · | · | $-0.72 | · | · | · | $-0.88 | · | · | · | $-1.05 | |
| EPS (TTM) | · | $1.86 | $2.21 | $1.06 | · | $0.41 | $-0.20 | $0.37 | · | $-0.14 | $-0.63 | $-0.86 | · | $-1.86 | $-1.99 | $-2.37 |
Valuation (TTM)
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $1.42B | $1.34B | $1.27B | · | $1.14B | $1.08B | $1.04B | · | $959M | $926M | $917M | · | $880M | $870M | $842M | |
| Net Income TTM | · | $160M | $189M | $92M | · | $12M | $-40M | $7M | · | $-11M | $-51M | $-70M | · | $-143M | $-167M | $-198M | |
| P/E | · | 74.4 | 63.7 | 220.4 | · | 499.4 | -1056.3 | 503.4 | · | -788.6 | -177.3 | -104.8 | · | -41.0 | -36.8 | -25.1 | |
| Earnings Yield | · | 1.3% | 1.6% | 0.45% | · | 0.20% | -0.09% | 0.20% | · | -0.13% | -0.56% | -0.95% | · | -2.4% | -2.7% | -4.0% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Revenue | $1.48B | $1.20B | $980M | $905M | $813M |
| Gross Margin % | 64.2% | 62.5% | 59.5% | 50.6% | 43.3% |
| Operating Margin % | 10.2% | 3.4% | -5.4% | -16.5% | -24.5% |
| Net Income | $139M | $70M | $-6M | $-112M | $-180M |
| Diluted EPS | $1.63 | $0.81 | $-0.07 | $-1.36 | $-2.16 |
| Metric | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Current Ratio | 1.8 | 2.8 | 1.5 | 2.9 | 3.7 |
| Quick Ratio | 1.4 | 2.4 | 1.4 | 2.5 | 3.3 |
| Metric | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $378M | $295M | $189M | $33M | $-47M |
Institutional owners (13F) 621 filers · $12.3B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
621
Value held
$12.3B
New positions
87
Exited positions
117
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 87 (-23 vs prior Q) | 117 (-35 vs prior Q) | 168 (-78 vs prior Q) | 236 (+42 vs prior Q) | -1.7M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1,799,690,369 | 8,953,238 | 14.59% | Shares |
| BAMCO INC /NY/ | $1,106,767,811 | 8,994,456 | 8.97% | Shares |
| BlackRock, Inc. | $1,096,334,356 | 8,909,665 | 8.89% | Shares |
| Linonia Partnership LP | $853,165,083 | 6,933,483 | 6.92% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $554,621,788 | 4,507,288 | 4.50% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $473,184,468 | 3,845,465 | 3.84% | Shares |
| Darsana Capital Partners LP | $468,082,200 | 3,804,000 | 3.79% | Shares |
| STATE STREET CORP | $329,960,597 | 2,681,587 | 2.68% | Shares |
| JPMORGAN CHASE & CO | $272,333,677 | 2,249,339 | 2.21% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $249,648,807 | 2,028,908 | 2.02% | Shares |
| Route One Investment Company, L.P. | $227,564,240 | 1,849,364 | 1.84% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $201,272,750 | 1,635,297 | 1.63% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $153,717,020 | 1,249,192 | 1.25% | Shares |
| VAN ECK ASSOCIATES CORP | $149,610,958 | 1,215,855 | 1.21% | Shares |
| WASATCH ADVISORS LP | $119,870,695 | 801,489 | 0.97% | Shares |
| Artisan Partners Limited Partnership | $119,398,528 | 970,325 | 0.97% | Shares |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $103,280,418 | 839,337 | 0.84% | Shares |
| JANE STREET GROUP, LLC | $102,727,185 | 834,841 | 0.83% | Shares |
| JARISLOWSKY, FRASER Ltd | $101,131,963 | 439,972 | 0.82% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $95,541,680 | 776,446 | 0.77% | Shares |
| Stockbridge Partners LLC | $93,496,712 | 759,827 | 0.76% | Shares |
| NORTHERN TRUST CORP | $89,403,085 | 726,559 | 0.72% | Shares |
| BLAIR WILLIAM & CO/IL | $89,381,920 | 726,387 | 0.72% | Shares |
| BANK OF AMERICA CORP /DE/ | $85,708,779 | 696,536 | 0.69% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $81,588,303 | 663,050 | 0.66% | Shares |
| BROWN BROTHERS HARRIMAN & CO | $81,045,160 | 658,636 | 0.66% | Shares |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $74,989,131 | 609,420 | 0.61% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $74,429,622 | 604,873 | 0.60% | Shares |
| RGM Capital, LLC | $73,920,221 | 367,744 | 0.60% | Shares |
| PARNASSUS INVESTMENTS, LLC | $73,200,353 | 594,883 | 0.59% | Shares |
| Stephens Investment Management Group LLC | $73,024,515 | 593,454 | 0.59% | Shares |
| 1832 Asset Management L.P. | $68,204,892 | 554,286 | 0.55% | Shares |
| Ardmore Road Asset Management LP | $67,677,500 | 550,000 | 0.55% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $66,733,583 | 542,329 | 0.54% | Shares |
| Bank of New York Mellon Corp | $65,602,060 | 533,133 | 0.53% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $60,751,292 | 493,769 | 0.49% | Shares |
| MORGAN STANLEY | $60,742,449 | 493,637 | 0.49% | Shares |
| Sculptor Capital LP | $54,941,825 | 446,500 | 0.45% | Shares |
| JANUS HENDERSON GROUP PLC | $54,378,308 | 363,562 | 0.44% | Shares |
| Greenstone Partners & Co., LLC | $49,784,061 | 404,584 | 0.40% | Shares |
| BROWN ADVISORY INC | $48,752,201 | 396,198 | 0.40% | Shares |
| Balyasny Asset Management L.P. | $45,771,893 | 371,978 | 0.37% | Shares |
| GOLDMAN SACHS GROUP INC | $44,773,434 | 363,864 | 0.36% | Shares |
| UBS Group AG | $43,991,729 | 357,511 | 0.36% | Shares |
| CIBC Private Wealth Group LLC | $43,451,171 | 189,033 | 0.35% | Shares |
| D. E. Shaw & Co., Inc. | $43,169,508 | 350,829 | 0.35% | Shares |
| Rathbones Group PLC | $42,237,158 | 343,252 | 0.34% | Shares |
| Nuveen, LLC | $42,068,458 | 341,881 | 0.34% | Shares |
| DEUTSCHE BANK AG\ | $41,649,597 | 338,477 | 0.34% | Shares |
| Hudson Way Capital Management LLC | $41,096,485 | 333,982 | 0.33% | Shares |
Company insiders 38 insiders · 16 officers · 16 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Michael George Rosenbaum | Chief Executive Officer | Sept. 28, 2026 S | 278,466 | 0 | 55 | $-23,806,276 |
| Jeffrey Elliott Cooper | Chief Financial Officer | Sept. 18, 2026 S | 85,420 | 0 | 13 | $-7,127,861 |
| Curtis Smith | Chief Financial Officer | Dec. 18, 2019 S | 4,493 | 0 | 0 | $0 |
| Richard Hart | Chief Financial Officer | March 5, 2018 M | 3,662 | 0 | 0 | $0 |
| John P Mullen | President | Sept. 17, 2026 S | 183,647 | 0 | 9 | $-16,188,114 |
| Priscilla Hung | President & COO | Dec. 20, 2023 S | 38,131 | 0 | 0 | $0 |
| James Winston King | Chief Admin Officer, Gen Couns | Sept. 18, 2026 S | 44,558 | 0 | 9 | $-3,425,846 |
| David Franklin Peterson | Chief Accounting Officer | Sept. 17, 2026 S | 12,233 | 0 | 5 | $-917,924 |
| Michael Polelle | Chief Delivery Officer | March 18, 2022 S | 7,241 | 0 | 0 | $0 |
| Frank E Odowd JR | Chief Sales Officer | Sept. 17, 2021 S | 28,275 | 0 | 0 | $0 |
| Steven P. Sherry | Chief Sales Officer | June 18, 2020 S | 0 | 0 | 0 | $0 |
| Ali Kheirolomoom | Chief Product Officer | June 20, 2018 S | 5,225 | 0 | 0 | $0 |
| Scott Roza | Chief Business Officer | Oct. 16, 2017 M | 800 | 0 | 0 | $0 |
| Jeremy Henrickson | VP, Product Development | July 14, 2014 M | 21,976 | 0 | 0 | $0 |
| Alexander C Naddaff | VP, Professional Services | June 3, 2014 M | 2,422 | 0 | 0 | $0 |
| John True | SVP Field Operations | March 15, 2013 M | 6,457 | 0 | 0 | $0 |
| Karl Alexander Vollert | Director | Aug. 12, 2026 A | 578 | 0 | 0 | $0 |
| David S Bauer | Director | Dec. 15, 2025 A | 7,099 | 0 | 0 | $0 |
| Rajani Ramanathan | Director | Dec. 15, 2025 A | 11,057 | 0 | 0 | $0 |
| Margaret Dillon | Director | Dec. 15, 2025 A | 16,393 | 0 | 0 | $0 |
| Jeffrey Steven Sloan | Director | Dec. 15, 2025 A | 2,371 | 0 | 0 | $0 |
| Mark V Anquillare | Director | Dec. 15, 2025 A | 2,716 | 0 | 0 | $0 |
| Michael C Keller | Director | Dec. 15, 2025 A | 10,606 | 0 | 0 | $0 |
| Paul Lavin | Director | Dec. 22, 2024 G | 12,585 | 0 | 0 | $0 |
| Marcus Ryu | Director | Dec. 19, 2023 A | 10,555 | 0 | 0 | $0 |
| Andrew William Fraser Brown | Director | June 23, 2022 S | 2,524 | 0 | 0 | $0 |
| Peter P Gassner | Director | Dec. 6, 2018 A | 13,723 | 0 | 0 | $0 |
| CAVOORES JOHN PAUL | Director | Dec. 3, 2015 A | 20,659 | 0 | 0 | $0 |
| Kenneth W Branson | Director | March 4, 2014 S | 856,979 | 0 | 0 | $0 |
| Neal Dempsey | Director | Sept. 6, 2013 S | 80,631 | 0 | 0 | $0 |
| Steven M Krausz | Director | June 20, 2013 S | 12,797 | 0 | 0 | $0 |
| Stuart G Phillips | 10% owner | Nov. 29, 2012 J | 71,117 | 0 | 0 | $0 |
| Catherine P Lego | · | Dec. 15, 2025 A | 14,393 | 0 | 0 | $0 |
| Guy Dubois | · | Dec. 6, 2019 S | 10,970 | 0 | 0 | $0 |
| Clifton Thomas Weatherford | · | Sept. 19, 2019 S | 14,341 | 0 | 0 | $0 |
| Craig Conway | · | Dec. 17, 2018 M | 11,103 | 0 | 0 | $0 |
| Karen Blasing | · | March 5, 2015 M | 0 | 0 | 0 | $0 |
| Craig Ramsey | · | Dec. 5, 2013 A | 338,271 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 63 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| GURU · Global X Funds | 1.21% | 4,867 NS | July 31, 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.55% | 83,533 SH | Aug. 19, 2026 | Daily |
| NUSC · Nushares ETF Trust | 0.43% | 36,634 NS | July 31, 2026 | N-PORT |
| IGV · iShares Trust | 0.41% | 387,098 SH | Sept. 11, 2026 | Daily |
| RFG · Invesco Exchange-Traded Fund Trust | 0.41% | 8,754 SH | Oct. 2, 2026 | Daily |
| IQSM · New York Life Investments ETF Trust | 0.40% | 8,756 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.38% | 25,745 SH | Sept. 11, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.36% | 9,303 NS | July 31, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.29% | 12,521 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.29% | 1,122,456 SH | Aug. 19, 2026 | Daily |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.29% | 136,859 SH | Aug. 19, 2026 | Daily |
| MIDU · Direxion Shares ETF Trust | 0.28% | 1,243 NS | July 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.27% | 35,538 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.24% | 40,550 SH | Oct. 2, 2026 | Daily |
| ESML · iShares Trust | 0.22% | 43,682 SH | Sept. 11, 2026 | Daily |
| TRFM · ETF Series Solutions | 0.21% | 3,500 NS | July 31, 2026 | N-PORT |
| ESSC · Strategy Shares | 0.18% | 434 NS | July 31, 2026 | N-PORT |
| IWP · iShares Trust | 0.18% | 249,246 SH | Sept. 11, 2026 | Daily |
| SMMD · iShares Trust | 0.16% | 45,042 SH | Sept. 11, 2026 | Daily |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.16% | 8,568 NS | July 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.12% | 971,619 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.12% | 1,937,326 SH | Aug. 19, 2026 | Daily |
| SMDX · Tidal Trust III | 0.12% | 988 NS | July 31, 2026 | N-PORT |
| ESUM · Strategy Shares | 0.11% | 1,367 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.11% | 5,135 SH | Sept. 11, 2026 | Daily |
| FTEC · FIDELITY COVINGTON TRUST | 0.09% | 123,401 NS | July 31, 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 0.09% | 261 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.09% | 346,388 SH | Sept. 11, 2026 | Daily |
| TECB · iShares Trust | 0.08% | 2,742 SH | Sept. 11, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.07% | 3,610 SH | Oct. 2, 2026 | Daily |
| VGT · VANGUARD WORLD FUND | 0.07% | 948,817 SH | Aug. 19, 2026 | Daily |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.07% | 5,428 SH | Oct. 2, 2026 | Daily |
| IYW · iShares Trust | 0.06% | 104,623 SH | Sept. 11, 2026 | Daily |
| IWS · iShares Trust | 0.06% | 60,628 SH | Sept. 11, 2026 | Daily |
| IGM · iShares Trust | 0.05% | 39,790 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.05% | 50,559 NS | July 31, 2026 | N-PORT |
| DSI · iShares Trust | 0.03% | 12,407 SH | Sept. 11, 2026 | Daily |
| IUSG · iShares Trust | 0.03% | 73,902 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.03% | 4,266 NS | July 31, 2026 | N-PORT |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.02% | 69,699 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.02% | 19,104 SH | Aug. 19, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.02% | 2,929 NS | July 31, 2026 | N-PORT |
| IWF · iShares Trust | 0.02% | 166,427 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.02% | 58,658 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.02% | 3,591 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.02% | 51,537 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.02% | 110,925 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.02% | 23,098 SH | Sept. 11, 2026 | Daily |
| IWD · iShares Trust | 0.02% | 89,290 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 20,247 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 2,899 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 10,249 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 2,686,402 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 72,407 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 13,750 SH | Aug. 19, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.01% | 24,338 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 7,162 SH | Aug. 19, 2026 | Daily |
| IJH · iShares Trust | · | 2,970,262 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 490,414 SH | Sept. 11, 2026 | Daily |
| XJH · iShares Trust | · | 11,565 SH | Sept. 8, 2026 | Daily |
| ISCB · iShares Trust | · | 3,646 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 28,711 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 3,844 SH | Sept. 1, 2026 | Daily |
GWRE Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 22 analysts
BUY
Median target
$215.00
+41.3%
8 36.4%
Strong Buy
11 50.0%
Buy
3 13.6%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
14 analysts · 2026-10-03Mean target $213.29 +40.2%
← Below all targets
Current price $152.15
Low$170.00
Mean$213.29
High$258.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| GWRE | $12.46B | 93.2 | 22.7% | 9.4% | 10.3% | 64.2% |
| PTC | $24.27B | 33.4 | 19.2% | 26.8% | 20.3% | 83.8% |
| FICO | $35.56B | 56.4 | 15.9% | 32.8% | -45.4% | · |
| TRMB | $18.49B | 44.5 | -2.6% | 11.8% | 7.4% | 69.1% |
| TYL | $21.86B | 63.0 | 9.1% | 13.5% | 8.6% | 46.5% |
| DOCU | $10.45B | 35.7 | 8.2% | 9.6% | 15.8% | 79.4% |
| MANH | $10.37B | 48.1 | 3.8% | 20.3% | 74.1% | · |
| SAIL | $9.16B | -30.1 | 24.3% | -25.2% | -4.0% | 64.5% |
| FIG | $19.17B | -10.1 | 41.0% | -118.4% | -85.1% | 82.4% |
| AUR | · | · | · | · | · | · |
| HUT | $5.06B | -21.5 | 44.8% | -96.2% | -18.9% | · |
Latest News Recent headlines mentioning this company
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.
Source: SEC 10-K filed Sep 11, 2026