GWRE GUIDEWIRE SOFTWARE, INC.
XNYS
181.90
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
GWRE
$181.90
—
Key stats
$181.90
- 52-Week Range
- $102.30 – $255.89
- YTD
- -3.05%
- IV Rank (30D)
- 36.81
- Straddle Price
- $23.70
- P/C Vol Ratio
- 0.92
- Market Cap
- $15.1B
- Open
- $182.12
- Day Range
- $180.84 – $186.39
- Volume
- 1,137,027
- Prev Close
- $183.58
Fair Value
MODEL: SHORT
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.09% |
| Beta vs SPY | 1.03 |
| Cost of Equity (CAPM) | 10.75% (VRP-adj) |
| WACC | 10.19% |
| Volatility Risk Premium | +24.2pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +4.5% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.04 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.4B |
| Return on Equity (TTM) | 11.7% |
| Book / Price | 8.4% |
| Gross Margin (TTM) | 64.0% |
| FCF Margin (TTM) | 26.6% |
| Debt / Equity | 0.51 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +23.2% (reverse-DCF on current price) |
| SMA 50 | $167.38 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $160.31 |
| Bollinger Width / SMA20 | 17.3% (drives anchor stability) |
| Net Debt | $0.4B |
| Market Cap | $16B |
Peers used for multiples: AVGO, DDOG, MDB, MSFT, NVDA, SPCX, TOST, TYL
60-Day Conviction
57%
20-Day Fair Value
≈ by Nov 19, 2026
$179.99
α -1.1%
rank 7%
conviction
62%
40-Day Fair Value
≈ by Dec 18, 2026
$179.32
α -1.4%
rank 7%
conviction
45%
60-Day Fair Value
≈ by Jan 18, 2027
$178.85
α -1.7%
rank 7%
conviction
57%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $61.13 | 22% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $80.68 | 7% | median 41.7× · 7 peers |
| Peer EV/EBITDA | $58.21 | 7% | median 31.4× · 7 peers |
| Peer P/B | $144.62 | 7% | median 9.4× · 7 peers |
| Peer P/S | $206.37 | 7% | median 11.9× · 7 peers |
| Market Anchor (SMA50) | $167.38 | 29% | stability 65% (BB-width) |
| Options Expected (B-L 30d) | $184.22 | 22% | 30 strikes · skew +0.11 |
As of 2026-10-21 · updated
Related
About
- Industry (SIC)
- SERVICES-PREPACKAGED SOFTWARE (7372) · industry map
- Exchange
- XNYS
- Market Cap
- $15.1B
- Employees
- 4,174
- List Date
- 2012-01-25
- CIK
- 0001528396
- Next Earnings
- 2026-12-02 (After-Close)
- EPS Forecast
- $0.36 (7 est.)
- Headquarters
- San Mateo, CA
- Homepage
- https://www.guidewire.com
Guidewire Software provides cloud-based software solutions for property and casualty insurers. The flagship product, InsuranceSuite, is a system of record and comprises ClaimCenter, a claims management system; PolicyCenter, a policy management system including policy definitions, quotas, issuance, maintenance, and renewal; and BillingCenter, for billing management, payment plans, and agent commissions. The company also offers InsuranceNow, a midmarket offering, as well as a variety of other add-on applications and services.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -8.98% | -10.99% | 16.44% | 4.62% | 24.64% | -24.98% | 0.13% |
| Feb | -4.06% | -14.08% | -6.97% | 5.07% | -5.34% | 4.61% | -3.46% |
| Mar | -12.12% | 7.32% | 18.01% | -0.02% | -4.56% | 0.37% | 1.50% |
| Apr | 2.98% | -7.96% | -5.74% | -4.86% | 7.46% | -6.86% | -2.50% |
| May | -5.50% | -7.69% | 9.39% | 2.82% | 5.09% | 8.08% | 2.03% |
| Jun | 15.73% | -9.54% | -8.16% | 25.72% | 9.39% | -28.22% | 0.82% |
| Jul | 2.25% | 9.30% | 12.82% | 7.97% | -2.19% | 17.68% | 7.97% |
| Aug | 3.09% | -7.41% | -0.06% | -0.13% | -2.63% | 30.14% | 3.83% |
| Sep | 0.35% | -10.46% | 4.01% | 25.18% | 5.70% | -29.10% | -0.72% |
| Oct | 6.13% | -5.34% | 0.03% | 2.91% | 1.48% | 17.11%* | 3.72% |
| Nov | -2.55% | 1.71% | 11.90% | 9.06% | -5.27% | -- | 2.97% |
| Dec | 0.54% | 2.73% | 7.33% | -16.08% | -5.32% | -- | -2.16% |
| Total | -4.94% | -43.46% | 70.55% | 71.84% | 27.45% | -27.62% | 15.64% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $161.76
SMA 50: $167.48
SMA 200: $149.24
Current: $181.90
EMA 12: $170.27
EMA 26: $165.18
MACD: 5.0810 | Signal: 2.8007
BULLISH
ADX (14): 25.80
TREND
+DI: 35.92
−DI: 12.46
Momentum Oscillators
RSI (14): 64.07
NEUTRAL
Stoch %K: 87.57
Stoch %D: 85.14
Williams %R: -12.67
Volume & Volatility
BB Upper: $185.58
BB Lower: $137.94
NEUTRAL
OBV: -6,118,897
Vol SMA 20: 1,196,562
Vol ROC: -34.19%
ATR: $7.83
True Range: $5.54
HV 20: 56.8%
HV 30: 53.9%
HV 60: 73.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Executive Summary:
BULLISH (Confidence Level: 7)
Key drivers: Strong technical indicators, positive news sentiment, low volatility
Primary risks: Earnings miss, regulatory issues
Investment thesis: GWRE is poised for a potential breakout above the upper Bollinger Band, driven by its strong technical momentum and positive news sentiment.
Recent news sentiment impact: Positive news headlines have contributed to the stock's recent uptrend, with investors optimistic about the company's future prospects.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): Bullish; Medium-term (1-3 months): Bullish; Long-term (3-12 months): Neutral
Support/Resistance Levels: Key price levels from moving averages and technical patterns: + Upper Bollinger Band: $165.52 + Middle Bollinger Band: $146.00 + Lower Bollinger Band: $126.49
Momentum Signals:
- RSI interpretation: Neutral (61.15)
- MACD signal: Bullish (6.88 / Signal: 1.22 / Histogram: 5.66)
- Bollinger Bands position: Neutral (price touching the upper band)
Volume Analysis: Volume trends and institutional interest signals: + Volume SMA 20: 1233656.75 + On-Balance Volume (OBV): 7611551.08 + Volume Rate of Change: -95.43% (indicating decreased volume)
News & Sentiment Analysis
Recent Headlines Summary: Key themes from last 10 news articles: + Positive news headlines emphasizing the company's strong Q3 report and upbeat guidance. + Neutral headlines highlighting management changes and partnerships.
Sentiment Assessment: Aggregate news sentiment: POSITIVE
Catalyst Identification: Upcoming events, earnings, product launches, regulatory changes: + No earnings data available. + Options market pricing $16.25 move by expiration (next quarterly earnings release).
Market Narrative: How news aligns with or contradicts technical signals: + Technical indicators are strong, while recent news headlines have been positive, supporting the bullish trend.
Risk & Volatility Assessment
Beta Interpretation: Risk relative to market: Low volatility - stock moves less than market (beta: 0.43)
Volatility Regime: Current vs historical volatility levels: + Historical volatility: HV20 67.1% / HV30 64.3% / HV60 72.7% + IV Premium vs HV30: 35.9% (positive = implied richer than realized)
Options Market Signals:
- IV Rank: Medium (48.5%)
- Current IV: 87.3%
- Expected Move: $16.25 (17 DTE)
- Volume Flow: 101 calls vs 60 puts
- Open Interest: 1,494 calls vs 323 puts
- Put/Call Volume Ratio: 0.59 (Bullish sentiment)
Downside Protection: Support levels and risk management considerations: + Lower Bollinger Band: $126.49
Market Context & Positioning
Sector Performance: Relative strength vs sector/market: + Insurance analytics market size expected to hit USD 72.39 billion by 2035.
Institutional Activity: Volume patterns suggesting institutional interest: + Institutions buying/selling shares based on recent volume flows.
Correlation Analysis: How stock moves relative to market (R-squared interpretation): + Stock movements less correlated with the broader market (0.10).
Relative Valuation: Position within trading range: + GWRE is relatively undervalued compared to its peers and industry.
Key Levels & Action Items
Critical Price Levels: Support/resistance to monitor: + Upper Bollinger Band: $165.52 + Middle Bollinger Band: $146.00 + Lower Bollinger Band: $126.49
Breakout/Breakdown Levels: Technical levels that could trigger significant moves: + Breakout above upper Bollinger Band (buy signal) + Breakdown below lower Bollinger Band (sell signal)
Time-Sensitive Catalysts: Earnings dates, FDA approvals, product launches: + No earnings data available. + Options market pricing $16.25 move by expiration (next quarterly earnings release).
Risk Management: Stop-loss levels and position sizing considerations: + Set stop-loss at lower Bollinger Band ($126.49) to mitigate potential losses.
This report provides a comprehensive analysis of Guidewire Software's (GWRE) stock performance, incorporating technical indicators, news sentiment, and risk metrics. The analysis highlights the company's strong technical momentum, positive news sentiment, and low volatility, supporting a bullish outlook. However, investors should be aware of potential risks, including earnings misses or regulatory issues, which could impact the stock's performance.
Generated
News
All GWRE news →
Earnings History
14 of 21 under expected move
Avg Expected Move
10.43%
Avg Actual Move
7.56%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-03-04 | After-Close | 10.21% | 4.79% | 0.47x | Within |
| 2021-06-02 | After-Close | 8.30% | 3.53% | 0.43x | Within |
| 2021-09-02 | After-Close | 7.18% | 3.86% | 0.54x | Within |
| 2021-12-02 | After-Close | 10.07% | 5.06% | 0.50x | Within |
| 2022-03-08 | After-Close | 10.74% | 4.22% | 0.39x | Within |
| 2022-06-07 | After-Close | 8.33% | 0.19% | 0.02x | Within |
| 2022-09-06 | After-Close | 9.53% | 0.25% | 0.03x | Within |
| 2022-12-06 | After-Close | 10.21% | 6.81% | 0.67x | Within |
| 2023-03-06 | After-Close | 7.96% | 5.08% | 0.64x | Within |
| 2023-06-01 | After-Close | 8.06% | 14.43% | 1.79x | Exceeded |
| 2023-09-07 | After-Close | 8.07% | 10.97% | 1.36x | Exceeded |
| 2023-12-07 | After-Close | 10.32% | 0.97% | 0.09x | Within |
| 2024-03-07 | After-Close | 9.54% | 0.62% | 0.06x | Within |
| 2024-06-04 | After-Close | 13.47% | 17.96% | 1.33x | Exceeded |
| 2024-09-05 | After-Close | 9.99% | 12.36% | 1.24x | Exceeded |
| 2024-12-05 | After-Close | 9.08% | 14.04% | 1.55x | Exceeded |
| 2025-06-03 | After-Close | 10.63% | 16.41% | 1.54x | Exceeded |
| 2025-09-04 | After-Close | 12.56% | 20.15% | 1.60x | Exceeded |
| 2025-12-03 | After-Close | 12.63% | 2.17% | 0.17x | Within |
| 2026-03-05 | After-Close | 15.89% | 4.99% | 0.31x | Within |
| 2026-06-04 | After-Close | 16.17% | 10.00% | 0.62x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
GWRE Options Activity & IV Rank
GWRE IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 56.9%
7-DTE IV: —
Expected Move: $23.70
7-DTE Move: $23.70
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 149
Put Volume: 137
P/C Volume: 0.919
NEUTRAL
Call OI: 810
Put OI: 364
P/C OI: 0.449
Total OI: 1,174
ATM Options Pricing
ATM Call: $13.20
ATM Put: $10.50
Call %: 7.3%
Put %: 5.8%
Chain Summary
Chain Volume: 1,851
Chain OI: 11,719
Last Updated: 10/21/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 66th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
66%
vs own history
GEX tilt
+0.72
OI-weighted, today
Vanna tilt
+0.19
δ-sensitivity to IV
Charm tilt
-0.31
δ-decay vs time
Charm tilt -0.31: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 44 ATM contracts, 2k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 21 · No data
30 DTE / 10d
56%
+7.4
pts
EXTREME
as of Oct 21 · ATM 56.9% / Wing 64.3%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)36.8MediumOct 21
Straddle Price (30 DTE)$23.70Oct 21
Beta Analysis
Risk Metrics
Beta: 0.7288
Alpha: -25.75%
Correlation: 0.1517
R-Squared: 2.3%
Stock Volatility: 61.0%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own GWRE
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $16.3M | #1270 of 6285 | +144.6% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $6.0M | #1936 of 3716 | -29.0% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $838K | #1813 of 4729 | +0.1% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
GWRE Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 85,886,489 (as of 2026-04-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
22 filers$100.94M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $16.59M | 16.43% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $11.32M | 11.22% | 2026-06-30 |
| 3 | IMC-Chicago, LLC Custodian | $9.49M | 9.40% | 2026-06-30 |
| 4 | Jane Street Group, LLC Custodian | $7.80M | 7.73% | 2026-06-30 |
| 5 | UBS Group AG Custodian | $7.56M | 7.48% | 2026-06-30 |
| 6 | Cubist Systematic Strategies, LLC | $7.40M | 7.33% | 2025-09-30 |
| 7 | Squarepoint Ops LLC | $6.88M | 6.81% | 2026-06-30 |
| 8 | Twin Tree Management, LP | $6.00M | 5.95% | 2026-06-30 |
| 9 | Walleye Trading LLC | $5.28M | 5.23% | 2026-06-30 |
| 10 | Goldman Sachs Group Inc Custodian | $4.23M | 4.19% | 2026-06-30 |
| 11 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $3.69M | 3.66% | 2026-06-30 |
| 12 | Wolverine Trading, LLC Custodian | $3.45M | 3.42% | 2025-09-30 |
| 13 | GROUP ONE TRADING LLC Custodian | $2.82M | 2.79% | 2026-06-30 |
| 14 | Point72 Asset Management, L.P. | $2.08M | 2.06% | 2026-06-30 |
| 15 | Millennium Management LLC Custodian | $1.87M | 1.85% | 2026-06-30 |
| 16 | Simplex Trading, LLC Custodian | $1.71M | 1.69% | 2026-06-30 |
| 17 | D. E. Shaw & Co., Inc. Custodian | $972.10K | 0.96% | 2026-06-30 |
| 18 | CIBC Bancorp USA Inc. | $553.73K | 0.55% | 2026-06-30 |
| 19 | TUDOR INVESTMENT CORP ET AL | $467.59K | 0.46% | 2026-06-30 |
| 20 | Walleye Capital LLC | $430.68K | 0.43% | 2026-06-30 |
| 21 | LPL Financial LLC Custodian | $221.49K | 0.22% | 2026-06-30 |
| 22 | Merit Financial Group, LLC Custodian | $123.05K | 0.12% | 2026-06-30 |
17 filers$59.00M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Cubist Systematic Strategies, LLC | $9.88M | 16.75% | 2025-09-30 |
| 2 | Susquehanna International Group, LLP Custodian | $9.78M | 16.58% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $6.31M | 10.70% | 2026-06-30 |
| 4 | PEAK6 LLC | $4.92M | 8.34% | 2026-06-30 |
| 5 | UBS Group AG Custodian | $4.49M | 7.61% | 2026-06-30 |
| 6 | THOMPSON SIEGEL & WALMSLEY LLC | $3.94M | 6.68% | 2026-06-30 |
| 7 | IMC-Chicago, LLC Custodian | $3.59M | 6.09% | 2026-06-30 |
| 8 | Point72 Asset Management, L.P. | $3.11M | 5.28% | 2026-06-30 |
| 9 | Jane Street Group, LLC Custodian | $3.09M | 5.24% | 2026-06-30 |
| 10 | Wolverine Trading, LLC Custodian | $2.97M | 5.03% | 2025-09-30 |
| 11 | Squarepoint Ops LLC | $1.78M | 3.02% | 2026-06-30 |
| 12 | Walleye Capital LLC | $1.46M | 2.48% | 2026-06-30 |
| 13 | Twin Tree Management, LP | $1.18M | 2.00% | 2026-06-30 |
| 14 | Walleye Trading LLC | $1.10M | 1.86% | 2026-06-30 |
| 15 | Simplex Trading, LLC Custodian | $664.47K | 1.13% | 2026-06-30 |
| 16 | TUDOR INVESTMENT CORP ET AL | $442.98K | 0.75% | 2026-06-30 |
| 17 | GROUP ONE TRADING LLC Custodian | $270.71K | 0.46% | 2026-06-30 |
GWRE Insider Trading (Form 4)
Latest: 2026-10-20Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-20 | John P Mullen | President | Sell (S) | −5,400 | $185.00 | -$999.0K | EDGAR |
| 2026-10-19 | Michael George Rosenbaum | Chief Executive Officer | Sell (S) | −1,200 | $167.90 | -$201.5K | EDGAR |
| 2026-10-13 | James Winston King | Chief Admin Officer, Gen Couns | Sell (S) | −9,187 | $168.00 | -$1.54M | EDGAR |
| 2026-10-13 | Michael George Rosenbaum | Chief Executive Officer | Sell (S) | −1,200 | $168.97 | -$202.8K | EDGAR |
| 2026-10-05 | Michael George Rosenbaum | Chief Executive Officer | Sell (S) | −1,200 | $152.52 | -$183.0K | EDGAR |
| 2026-09-30 | Michael George Rosenbaum | Chief Executive Officer | Sell (S) | −1,200 | $142.65 | -$171.2K | EDGAR |
| 2026-09-21 | David Franklin Peterson | Chief Accounting Officer | Sell (S) | −1,905 | $144.47 | -$275.2K | EDGAR |
| 2026-09-21 | Michael George Rosenbaum | Chief Executive Officer | Sell (S) | −73,490 | $144.50 | -$10.62M | EDGAR |
| 2026-09-21 | John P Mullen | President | Sell (S) | −39,683 | $144.47 | -$5.73M | EDGAR |
| 2026-09-21 | James Winston King | Chief Admin Officer, Gen Couns | Sell (S) | −13,195 | $144.52 | -$1.91M | EDGAR |
| 2026-09-21 | Jeffrey Elliott Cooper | Chief Financial Officer | Sell (S) | −33,175 | $143.92 | -$4.77M | EDGAR |
| 2026-09-15 | Michael George Rosenbaum | Chief Executive Officer | Exer (M) | +123,074 | — | EDGAR | |
| 2026-09-15 | David Franklin Peterson | Chief Accounting Officer | Exer (M) | +4,351 | — | EDGAR | |
| 2026-09-15 | James Winston King | Chief Admin Officer, Gen Couns | Exer (M) | +19,701 | — | EDGAR | |
| 2026-09-15 | Jeffrey Elliott Cooper | Chief Financial Officer | Exer (M) | +37,826 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
GWRE Insider Holdings
14 insiders · @ $181.90
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Michael George Rosenbaum | Chief Executive Officer | 274,866 | $50.00M | -$62.43M | 126 | 2026-10-19 |
| 2 | John P Mullen | President | 178,247 | $32.42M | -$37.86M | 47 | 2026-10-20 |
| 3 | Jeffrey Elliott Cooper | Chief Financial Officer | 92,077 | $16.75M | -$23.66M | 66 | 2026-09-21 |
| 4 | James Winston King | Chief Admin Officer, Gen Couns | 35,371 | $6.43M | -$24.89M | 169 | 2026-10-13 |
| 5 | Catherine P Lego | Director | 16,393 | $2.98M | $212.3K | 10 | 2025-12-16 |
| 6 | Margaret Dillon | Director | 16,393 | $2.98M | $151.9K | 11 | 2025-12-16 |
| 7 | Paul Lavin | Director | 13,796 | $2.51M | -$1.64M | 20 | 2024-12-23 |
| 8 | David Franklin Peterson | Chief Accounting Officer | 12,233 | $2.23M | -$1.61M | 9 | 2026-09-21 |
| 9 | Rajani Ramanathan | Director | 11,057 | $2.01M | $0 | 6 | 2025-12-16 |
| 10 | Michael C Keller | Director | 10,606 | $1.93M | -$1.23M | 14 | 2025-12-16 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
GWRE Board & Officers
As of SEC filings through Oct 20, 2026Directors 9
- Michael George Rosenbaum · since Aug 3, 2019
- Catherine P Lego · since Sep 3, 2019
- Margaret Dillon · since Sep 3, 2019
- Michael C Keller · since Sep 3, 2019
- Rajani Ramanathan · since Jun 9, 2021
- David S Bauer · since Oct 1, 2022
- Mark V Anquillare · since Sep 23, 2024
- Jeffrey Steven Sloan · since Jan 21, 2025
- Karl Alexander Vollert · since Aug 1, 2026
Officers 5
- Michael George Rosenbaum · Chief Executive Officer · since Aug 3, 2019
- John P Mullen · President · listed since Oct 2024
- Jeffrey Elliott Cooper · Chief Financial Officer · listed since Jun 2020
- James Winston King · Chief Admin Officer, Gen Couns · listed since Jun 2018
- David Franklin Peterson · Chief Accounting Officer · since Jul 24, 2025
Changes in the last 10 years (27)
| Aug 1, 2026 | Karl Alexander Vollert became a director |
| Jul 24, 2025 | David Franklin Peterson became Chief Accounting Officer |
| Jan 21, 2025 | Jeffrey Steven Sloan became a director |
| Oct 22, 2024 | John P Mullen listed as President (previously President & CRO) in SEC filings |
| Sep 23, 2024 | Mark V Anquillare became a director |
| Jun 11, 2024 | The company announced the departure of Marcus Ryu from the board in an SEC filing |
| Dec 7, 2023 | The company announced the departure of Priscilla Hung as President & COO in an SEC filing |
| Oct 1, 2022 | David S Bauer became a director |
| Mar 18, 2022 | Michael Polelle reported in an SEC filing no longer being Chief Delivery Officer |
| Mar 16, 2022 | John P Mullen became President & CRO |
| Jun 9, 2021 | Rajani Ramanathan became a director |
| Aug 1, 2020 | Frank E ODowd JR became Chief Sales Officer |
| Jun 17, 2020 | Priscilla Hung listed as President & COO (previously Chief Operating Officer) in SEC filings |
| Jun 10, 2020 | Jeffrey Elliott Cooper listed as Chief Financial Officer (previously Interim Chief Financial Office) in SEC filings |
| Mar 12, 2020 | Jeffrey Elliott Cooper listed as Interim Chief Financial Office (previously Interim CFO) in SEC filings |
| Mar 5, 2020 | Jeffrey Elliott Cooper became Interim CFO |
| Sep 16, 2019 | Marcus Ryu no longer listed as CEO and President in SEC filings |
| Sep 3, 2019 | Michael C Keller became a director |
| Sep 3, 2019 | Margaret Dillon became a director |
| Sep 3, 2019 | Catherine P Lego became a director |
| Aug 3, 2019 | Michael George Rosenbaum became a director |
| Aug 3, 2019 | Michael George Rosenbaum became Chief Executive Officer |
| Jun 20, 2018 | James Winston King listed as Chief Admin Officer, Gen Couns (previously General Counsel and Secretary) in SEC filings |
| Mar 12, 2018 | Curtis Smith became Chief Financial Officer |
| Mar 6, 2018 | Priscilla Hung listed as Chief Operating Officer (previously Chief Operations Officer) in SEC filings |
| Nov 1, 2017 | Steven P. Sherry became Chief Sales Officer |
| Jun 7, 2017 | Priscilla Hung listed as Chief Operations Officer (previously Chief Administrative Officer) in SEC filings |
Not reported recently (12)
- Paul Lavin · Last reported as a director in an SEC filing dated Dec 23, 2024
- Andrew William Fraser Brown · Last reported as a director in an SEC filing dated Jun 23, 2022
- Frank E ODowd JR · Last reported as Chief Sales Officer in an SEC filing dated Sep 21, 2021
- Steven P. Sherry · Last reported as Chief Sales Officer in an SEC filing dated Jun 22, 2020
- Curtis Smith · Last reported as Chief Financial Officer in an SEC filing dated Dec 19, 2019
- Guy Dubois · Last reported as a director in an SEC filing dated Dec 10, 2019
- Clifton Thomas Weatherford · Last reported as a director in an SEC filing dated Sep 20, 2019
- Craig Conway · Last reported as a director in an SEC filing dated Dec 17, 2018
- Peter P Gassner · Last reported as a director in an SEC filing dated Dec 10, 2018
- Ali Kheirolomoom · Last reported as Chief Product Officer in an SEC filing dated Jun 20, 2018
- Richard Hart · Last reported as Chief Financial Officer in an SEC filing dated Mar 6, 2018
- Scott Roza · Last reported as Chief Business Officer in an SEC filing dated Oct 16, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
GWRE Proposed Insider Sales (Form 144)
Latest: 2026-10-20
? Form 144 Guide
Last 30d:
6 filings
· $3.3M notice value
· Last 90d:
25 filings
· $32.1M notice value
· 5 unique filers
· 80% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
MIKE ROSENBAUM (14, $13.0M) · JOHN MULLEN (4, $10.1M) · Jeffrey Elliott Cooper (2, $4.8M) · James Winston King (3, $3.5M) · DAVID F PETERSON (2, $775K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-10-20 | JOHN MULLEN | Officer | 5,400 | $999.0K | 2026-10-20 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-10-19 | MIKE ROSENBAUM | Officer, Director | 1,200 | $201.5K | 2026-10-19 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-10-13 | MIKE ROSENBAUM | Officer, Director | 1,200 | $202.8K | 2026-10-12 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-10-09 | JAMES W KING | Officer | 9,187 | $1.54M | 2026-10-09 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-10-05 | MIKE ROSENBAUM | Officer, Director | 1,200 | $183.0K | 2026-10-05 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-28 | MIKE ROSENBAUM | Officer, Director | 1,200 | $171.2K | 2026-09-28 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-21 | MIKE ROSENBAUM | Officer, Director | 1,200 | $175.1K | 2026-09-21 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-18 | JAMES W KING | Officer | 1,381 | $200.2K | 2026-09-18 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-18 | JEFFREY COOPER | Officer | 9,941 | $1.42M | 2026-09-18 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-09-17 | John P Mullen | President | 39,683 | $5.73M | 2026-09-17 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-06-05
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-04 | 0001528396-26-000026 | EDGAR |
| 2026-03-05 | 0001528396-26-000013 | EDGAR |
| 2026-01-08 | 0001528396-26-000007 | EDGAR |
| 2025-12-18 | 0001528396-25-000248 | EDGAR |
| 2025-12-03 | 0001528396-25-000242 | EDGAR |
| 2025-09-04 | 0001528396-25-000213 | EDGAR |
| 2025-07-29 | 0001528396-25-000188 | EDGAR |
| 2025-06-03 | 0001528396-25-000131 | EDGAR |
| 2025-03-06 | 0001528396-25-000059 | EDGAR |
| 2025-01-27 | 0001528396-25-000022 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2025-09-11 | 0001528396-25-000221 | EDGAR |
| 2024-09-16 | 0001528396-24-000105 | EDGAR |
| 2023-09-18 | 0001528396-23-000089 | EDGAR |
| 2022-09-26 | 0001528396-22-000106 | EDGAR |
| 2021-09-24 | 0001528396-21-000095 | EDGAR |
| 2020-09-28 | 0001528396-20-000053 | EDGAR |
| 2019-09-30 | 0001528396-19-000032 | EDGAR |
| 2018-09-19 | 0001528396-18-000037 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-05 | 0001528396-26-000027 | EDGAR |
| 2026-03-06 | 0001528396-26-000014 | EDGAR |
| 2025-12-04 | 0001528396-25-000244 | EDGAR |
| 2025-06-04 | 0001528396-25-000137 | EDGAR |
| 2025-03-07 | 0001528396-25-000061 | EDGAR |
| 2024-12-06 | 0001528396-24-000162 | EDGAR |
| 2024-06-05 | 0001528396-24-000057 | EDGAR |
| 2024-03-08 | 0001528396-24-000017 | EDGAR |
| 2023-12-08 | 0001528396-23-000137 | EDGAR |
| 2023-06-02 | 0001528396-23-000061 | EDGAR |
ETF Holders
152 ETFs hold GWRE
25 shown · $2.55B total exposure · 0.22% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJH iShares Core S&P Mid-Cap ETF | iShares (BlackRock) | 0.45% | $547.7M | $123.0B | 2026-10-20 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.02% | $376.9M | — | 2026-09-30 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.15% | $267.2M | — | 2026-09-30 |
| 4 | MOAT VanEck Morningstar Wide Moat ETF | VanEck | 1.67% | $195.8M | $11.7B | 2026-10-20 |
| 5 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 0.34% | $148.6M | — | 2026-09-30 |
| 6 | VXF Vanguard Extended Market ETF | Vanguard | 0.14% | $133.8M | — | 2026-09-30 |
| 7 | VGT Vanguard Information Technology ETF | Vanguard | 0.07% | $131.5M | — | 2026-09-30 |
| 8 | MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust | SPDR (State Street) | 0.44% | $114.5M | $25.8B | 2026-10-20 |
| 9 | IJK iShares S&P Mid-Cap 400 Growth ETF | iShares (BlackRock) | 0.88% | $91.8M | $10.5B | 2026-10-20 |
| 10 | SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | SPDR (State Street) | 0.45% | $82.4M | $18.4B | 2026-10-20 |
| 11 | IGV iShares Expanded Tech-Software Sector ETF | iShares (BlackRock) | 0.53% | $74.4M | $14.4B | 2026-10-20 |
| 12 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.11% | $63.9M | $57.3B | 2026-10-20 |
| 13 | IWP iShares Russell Mid-Cap Growth ETF | iShares (BlackRock) | 0.24% | $45.1M | $19.3B | 2026-10-20 |
| 14 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.24% | $35.1M | — | 2026-05-31 |
| 15 | IWF iShares Russell 1000 Growth ETF | iShares (BlackRock) | 0.02% | $30.5M | $126.1B | 2026-10-20 |
| 16 | JTEK JPMorgan U.S. Tech Leaders ETF | JPMorgan | 0.66% | $30.5M | $4.6B | 2026-10-21 |
| 17 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.07% | $24.9M | — | 2026-10-20 |
| 18 | MDYG State Street® SPDR® S&P 400™ Mid Cap Growth ETF | SPDR (State Street) | 0.88% | $24.6M | $2.8B | 2026-10-20 |
| 19 | FTEC Fidelity MSCI Information Technology Index ETF | Fidelity | 0.10% | $21.6M | $21.3B | 2026-10-20 |
| 20 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.02% | $20.1M | $97.4B | 2026-10-20 |
| 21 | IVOO Vanguard S&P Mid-Cap 400 ETF | Vanguard | 0.35% | $19.8M | — | 2026-09-30 |
| 22 | IYW iShares U.S. Technology ETF | iShares (BlackRock) | 0.08% | $18.7M | $25.0B | 2026-10-20 |
| 23 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.02% | $17.0M | — | 2026-10-20 |
| 24 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.02% | $16.5M | $84.5B | 2026-10-20 |
| 25 | JAVA JPMorgan Active Value ETF | JPMorgan | 0.20% | $14.7M | $7.4B | 2026-10-21 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
98.32
TTM Diluted EPS
$1.85
TTM Revenue
$1.42B
TTM Net Income
$159.84M
TTM Op. Cash Flow
$350.66M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-04-30 | $372.54M | $16.47M | $0.19 | $61.18M |
| Q2 '26 | 2026-01-31 | $359.10M | $60.11M | $0.70 | $112.05M |
| Q1 '26 | 2025-10-31 | $332.64M | $31.31M | $0.36 | $-67.40M |
| Q4 '25 | 2025-07-31 | $356.57M | $51.95M | $0.60 | $244.83M |
| Q3 '25 | 2025-04-30 | $293.51M | $45.99M | $0.54 | $32.35M |
| Q2 '25 | 2025-01-31 | $289.48M | $-37.28M | $-0.45 | $85.99M |
| Q1 '25 | 2024-10-31 | $262.90M | $9.14M | $0.11 | $-62.30M |
| Q4 '24 | 2024-07-31 | $291.51M | $16.76M | $0.21 | $193.78M |
| Q3 '24 | 2024-04-30 | $240.68M | $-5.48M | $-0.07 | $4.80M |
| Q2 '24 | 2024-01-31 | $240.90M | $9.69M | $0.12 | $69.25M |
| Q1 '24 | 2023-10-31 | $207.41M | $-27.07M | $-0.33 | $-72.08M |
| Q4 '23 | 2023-07-31 | $269.96M | $12.22M | $0.15 | $173.24M |
Q3 2026 • period ending 2026-04-30 • filed 2026-06-05
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
98.32
P/B
11.86
P/S
11.00
EV/EBITDA
97.56
EV/Sales
11.26
ROE
12.1%
ROA
6.3%
Div Yield
0.00%
FCF Yield
2.24%
Debt/Equity
0.51
Current Ratio
—
Market Cap
$15.62B
as of 2026-10-21
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
2.89M
SI % of Float
3.49%
Days to Cover
2.41
Short Vol Ratio
64.3%
Free Float
82.87M
Float %
99.5%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-09-22