Comparable stake leader
BAMCO INC /NY/
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001528396.
Comparable stake leader
BAMCO INC /NY/
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
15 Sep 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BAMCO INC /NY/ |
13D/G
13F
Baron Capital Group, Inc. · Company
|
11%
|
$1,143,135,769
8,987,623 shares
|
+$304,811,980 | 30 Jun 2026 |
| BlackRock, Inc. |
13D/G
13F
Company
|
10%
|
$2,156,068,191
8,602,251 shares
|
+$102,644,850 | 30 Jun 2025 |
| Linonia Partnership LP |
13D/G
13F
Linonia Partners Fund LP · Company
|
9%
|
$902,450,784
7,651,130 shares
|
+$269,917,016 | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
5.4%
|
$690,498,928
4,616,869 shares
|
$0 | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.3%
|
$671,908,470
4,492,568 shares
|
$0 | 31 Mar 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13D/G
13F
Massachusetts Financial Services Company · Company
|
3.5%
|
$353,299,999
2,995,337 shares
|
-$170,031,294 | 31 Mar 2026 |
| Michael George Rosenbaum |
3/4/5
Chief Executive Officer, Director
|
0.42%
|
$43,455,845
353,156 shares
|
-$13,683,760 | 15 Sep 2026 |
| John P. Mullen |
3/4/5
President
|
0.27%
|
$27,480,756
223,330 shares
|
-$8,483,269 | 15 Sep 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$30,703,762.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 39,132 | $0 | $6,582,757 | -$6,582,757 |
| 3-6 | 0 | 29,561 | $0 | $3,832,687 | -$3,832,687 |
| 6-9 | 0 | 34,295 | $0 | $5,527,109 | -$5,527,109 |
| 9-12 | 0 | 66,762 | $0 | $14,761,208 | -$14,761,208 |
Reporting owners
Showing 1-19 of 19 reporting-owner rows connected to Guidewire Software, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Michael George Rosenbaum | Chief Executive Officer, Director | $43,455,845 | -$13,683,760 | -24% | Median | 15 Sep 2026 |
| John P. Mullen | President | $27,480,756 | -$8,483,269 | -24% | Median | 15 Sep 2026 |
| Jeffrey Elliott Cooper | Chief Financial Officer | $14,593,114 | -$2,353,509 | -14% | Median | 15 Sep 2026 |
| James Winston King | Chief Admin Officer, Gen Couns | $7,106,506 | -$1,518,854 | -18% | Median | 15 Sep 2026 |
| Priscilla Hung | President & COO | $4,274,485 | Mixed | 19 Dec 2023 | ||
| Catherine P. Lego | Director | $4,148,248 | Mixed | 15 Dec 2025 | ||
| Margaret Dillon | Director | $4,148,248 | Mixed | 15 Dec 2025 | ||
| Frank E. ODowd Jr. | Chief Sales Officer | $3,169,628 | Mixed | 17 Sep 2021 | ||
| Rajani Ramanathan | Director | $2,797,973 | Mixed | 15 Dec 2025 | ||
| Michael C. Keller | Director | $2,683,848 | Mixed | 15 Dec 2025 | ||
| Paul Lavin | Director | $2,351,253 | Mixed | 22 Dec 2024 | ||
| David S. Bauer | Director | $1,796,401 | -$115,365 | -6% | Mixed | 15 Dec 2025 |
| David Franklin Peterson | Chief Accounting Officer | $1,739,680 | -$642,707 | -27% | Median | 15 Sep 2026 |
| Marcus Ryu | Director | $1,183,216 | Mixed | 19 Dec 2023 | ||
| Andrew William Fraser Brown | Director | $955,540 | Mixed | 23 Jun 2022 | ||
| Michael Polelle | Chief Delivery Officer | $811,716 | Mixed | 17 Mar 2022 | ||
| Mark Anquillare V | Director | $687,283 | Mixed | 15 Dec 2025 | ||
| Jeffrey Steven Sloan | Director | $599,981 | Mixed | 15 Dec 2025 | ||
| Karl Alexander Vollert | Director | $71,122 | Median | 12 Aug 2026 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Michael George Rosenbaum | GWRE | Common Stock | Options Exercise | 53.5% | 123,074 | 353,156 | 15 Sep 2026 | Direct | ||
| Michael George Rosenbaum | GWRE | Performance Shares | Options Exercise | -100% | -123,074 | 0 | 15 Sep 2026 | Direct | ||
| John P. Mullen | GWRE | Common Stock | Options Exercise | 50.8% | 75,211 | 223,330 | 15 Sep 2026 | Direct | ||
| John P. Mullen | GWRE | Performance Shares | Options Exercise | -100% | -75,211 | 0 | 15 Sep 2026 | Direct | ||
| David Franklin Peterson | GWRE | Common Stock | Options Exercise | 44.5% | 4,351 | 14,138 | 15 Sep 2026 | Direct | ||
| David Franklin Peterson | GWRE | Performance Shares | Options Exercise | -100% | -4,351 | 0 | 15 Sep 2026 | Direct | ||
| James Winston King | GWRE | Common Stock | Options Exercise | 51.8% | 19,701 | 57,753 | 15 Sep 2026 | Direct | ||
| James Winston King | GWRE | Performance Shares | Options Exercise | -100% | -19,701 | 0 | 15 Sep 2026 | Direct | ||
| Jeffrey Elliott Cooper | GWRE | Common Stock | Options Exercise | 46.8% | 37,826 | 118,595 | 15 Sep 2026 | Direct | ||
| Jeffrey Elliott Cooper | GWRE | Performance Shares | Options Exercise | -100% | -37,826 | 0 | 15 Sep 2026 | Direct | ||
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.52% | $175,044 | $145.87 | -1,200 | 230,082 | 14 Sep 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Award | 24.8% | 45,906 | 231,282 | 11 Sep 2026 | Direct | ||
| Michael George Rosenbaum | GWRE | Performance Shares | Award | 45,906 | 45,906 | 11 Sep 2026 | Direct | |||
| John P. Mullen | GWRE | Common Stock | Award | 31% | 35,004 | 148,119 | 11 Sep 2026 | Direct | ||
| John P. Mullen | GWRE | Performance Shares | Award | 35,004 | 35,004 | 11 Sep 2026 | Direct | |||
| Jeffrey Elliott Cooper | GWRE | Common Stock | Award | 30% | 18,650 | 80,769 | 11 Sep 2026 | Direct | ||
| Jeffrey Elliott Cooper | GWRE | Performance Shares | Award | 18,650 | 18,650 | 11 Sep 2026 | Direct | |||
| James Winston King | GWRE | Common Stock | Award | 26.8% | 8,034 | 38,052 | 11 Sep 2026 | Direct | ||
| James Winston King | GWRE | Performance Shares | Award | 8,034 | 8,034 | 11 Sep 2026 | Direct | |||
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.64% | $192,624 | $160.52 | -1,200 | 185,376 | 08 Sep 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.64% | $245,328 | $204.44 | -1,200 | 186,576 | 31 Aug 2026 | Direct |
| David Franklin Peterson | GWRE | Common Stock | Sale | -20.4% | $500,000 | $200.00 | -2,500 | 9,787 | 27 Aug 2026 | Direct |
| John P. Mullen | GWRE | Common Stock | Sale | -1.57% | $339,228 | $188.46 | -1,800 | 113,115 | 25 Aug 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.64% | $225,384 | $187.82 | -1,200 | 187,776 | 24 Aug 2026 | Direct |
| John P. Mullen | GWRE | Common Stock | Sale | -12.4% | $2,997,000 | $185.00 | -16,200 | 114,915 | 19 Aug 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.63% | $207,456 | $172.88 | -1,200 | 188,976 | 17 Aug 2026 | Direct |
| Karl Alexander Vollert | GWRE | Common Stock | Award | 578 | 578 | 12 Aug 2026 | Direct | |||
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.63% | $203,400 | $169.50 | -1,200 | 190,176 | 10 Aug 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.62% | $187,104 | $155.92 | -1,200 | 191,376 | 03 Aug 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.62% | $170,772 | $142.31 | -1,200 | 192,576 | 27 Jul 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.62% | $176,904 | $147.42 | -1,200 | 193,776 | 20 Jul 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.61% | $166,164 | $138.47 | -1,200 | 194,976 | 13 Jul 2026 | Direct |
| James Winston King | GWRE | Common Stock | Sale | -5.31% | $219,998 | $130.64 | -1,684 | 30,018 | 09 Jul 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.61% | $157,956 | $131.63 | -1,200 | 196,176 | 06 Jul 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.6% | $149,148 | $124.29 | -1,200 | 197,376 | 29 Jun 2026 | Direct |
| Jeffrey Elliott Cooper | GWRE | Common Stock | Sale | -2.12% | $142,443 | $105.67 | -1,348 | 62,119 | 22 Jun 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.6% | $126,804 | $105.67 | -1,200 | 198,576 | 22 Jun 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -2.84% | $692,272 | $118.74 | -5,830 | 199,776 | 16 Jun 2026 | Direct |
| Jeffrey Elliott Cooper | GWRE | Common Stock | Sale | -3.93% | $308,019 | $118.74 | -2,594 | 63,467 | 16 Jun 2026 | Direct |
| David Franklin Peterson | GWRE | Common Stock | Sale | -1.96% | $29,211 | $118.74 | -246 | 12,287 | 16 Jun 2026 | Direct |
| James Winston King | GWRE | Common Stock | Sale | -3.05% | $118,624 | $118.74 | -999 | 31,702 | 16 Jun 2026 | Direct |
| John P. Mullen | GWRE | Common Stock | Sale | -3.17% | $509,645 | $118.74 | -4,292 | 131,115 | 16 Jun 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.58% | $148,620 | $123.85 | -1,200 | 205,606 | 15 Jun 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.58% | $162,744 | $135.62 | -1,200 | 206,806 | 08 Jun 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.57% | $190,704 | $158.92 | -1,200 | 208,006 | 01 Jun 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.57% | $166,212 | $138.51 | -1,200 | 209,206 | 26 May 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.57% | $153,828 | $128.19 | -1,200 | 210,406 | 18 May 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.56% | $163,656 | $136.38 | -1,200 | 211,606 | 11 May 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.56% | $170,292 | $141.91 | -1,200 | 212,806 | 04 May 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.56% | $165,708 | $138.09 | -1,200 | 214,006 | 27 Apr 2026 | Direct |