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
6/50
Latest evidence
26 Oct 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
6 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%
Reported 13D/G
· 30 Jun 2026
|
$1,143,135,769
8,987,623 shares
|
+$304,811,980 | 30 Jun 2026 |
| BlackRock, Inc. |
13D/G
13F
Company
|
10%
Reported 13D/G
· 30 Jun 2025
|
$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%
Reported 13D/G
· 31 Mar 2026
|
$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%
Reported 13D/G
· 31 Mar 2026
|
$690,498,928
4,616,869 shares
|
$0 | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.3%
Reported 13D/G
· 31 Mar 2026
|
$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%
Reported 13D/G
· 31 Mar 2026
|
$353,299,999
2,995,337 shares
|
-$170,031,294 | 31 Mar 2026 |
| Darsana Capital Partners LP |
13F
Company
|
—
denominator unverified
|
$468,082,200
3,804,000 shares
|
— | 30 Jun 2026 |
| STATE STREET CORP |
13F
Company
|
—
denominator unverified
|
$329,960,597
2,681,587 shares
|
— | 30 Jun 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: -$50,938,164.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 212,735 | $0 | $32,443,657 | -$32,443,657 |
| 3-6 | 0 | 32,593 | $0 | $4,124,016 | -$4,124,016 |
| 6-9 | 0 | 34,879 | $0 | $5,342,023 | -$5,342,023 |
| 9-12 | 0 | 44,983 | $0 | $9,028,468 | -$9,028,468 |
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 | $51,227,538 | -$23,259,041 | -31% | Filing P/S | 26 Oct 2026 |
| John P. Mullen | President | $33,029,113 | -$14,860,096 | -31% | Filing P/S | 26 Oct 2026 |
| Jeffrey Elliott Cooper | Chief Financial Officer | $12,384,191 | -$7,127,899 | -37% | Filing P/S | 17 Sep 2026 |
| James Winston King | Chief Admin Officer, Gen Couns | $5,942,328 | -$4,773,203 | -45% | Filing P/S | 09 Oct 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 | Mixed | 15 Dec 2025 | ||
| David Franklin Peterson | Chief Accounting Officer | $1,767,323 | -$917,926 | -34% | Filing P/S | 17 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 | Mixed | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| John P. Mullen | GWRE | Common Stock | Sale | -1.01% | -$336,942 | $187.19 | -1,800 | 176,447 | 26 Oct 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.44% | -$224,628 | $187.19 | -1,200 | 273,666 | 26 Oct 2026 | Direct |
| John P. Mullen | GWRE | Common Stock | Sale | -2.94% | -$999,000 | $185.00 | -5,400 | 178,247 | 20 Oct 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.43% | -$201,480 | $167.90 | -1,200 | 274,866 | 19 Oct 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.43% | -$202,764 | $168.97 | -1,200 | 276,066 | 12 Oct 2026 | Direct |
| James Winston King | GWRE | Common Stock | Sale | -20.6% | -$1,543,416 | $168.00 | -9,187 | 35,371 | 09 Oct 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.43% | -$183,024 | $152.52 | -1,200 | 277,266 | 05 Oct 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.43% | -$171,180 | $142.65 | -1,200 | 278,466 | 28 Sep 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -0.43% | -$175,104 | $145.92 | -1,200 | 279,666 | 21 Sep 2026 | Direct |
| James Winston King | GWRE | Common Stock | Sale | -3.01% | -$200,217 | $144.98 | -1,381 | 44,558 | 18 Sep 2026 | Direct |
| Jeffrey Elliott Cooper | GWRE | Common Stock | Sale | -10.4% | -$1,417,732 | $142.61 | -9,941 | 85,420 | 18 Sep 2026 | Direct |
| James Winston King | GWRE | Common Stock | Sale | -20.5% | -$1,706,784 | $144.47 | -11,814 | 45,939 | 17 Sep 2026 | Direct |
| David Franklin Peterson | GWRE | Common Stock | Sale | -13.5% | -$275,219 | $144.47 | -1,905 | 12,233 | 17 Sep 2026 | Direct |
| Jeffrey Elliott Cooper | GWRE | Common Stock | Sale | -19.6% | -$3,356,658 | $144.47 | -23,234 | 95,361 | 17 Sep 2026 | Direct |
| John P. Mullen | GWRE | Common Stock | Sale | -17.8% | -$5,733,074 | $144.47 | -39,683 | 183,647 | 17 Sep 2026 | Direct |
| Michael George Rosenbaum | GWRE | Common Stock | Sale | -20.5% | -$10,443,866 | $144.47 | -72,290 | 280,866 | 17 Sep 2026 | Direct |
| 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 |