← Top Holdings

GWREGUIDEWIRE SOFTWARE INC

CUSIP: 40171V100

1

Guru Owners

$21.6M

Total Value Held

144,183

Total Shares

$21.6M
9.51%

📊 Fundamentals

Market Cap$11.4B
P/E Ratio73.7x
Above market avg
Forward P/E33.4x
P/FCF40.3x
EPS (TTM)$1.86
Revenue (TTM)$1.4B
Profit Margin11.25%
Beta0.95

52-Week Range

$102.30
$272.60

Current: $137.06

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 73.7x trailing earnings → 33.4x forward · 11.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$10.1M$20.2M$30.3M$40.5MQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '261 owners · $21.6M
REDUCEDBryan Lawrence$21.6M
SOLDRay Dalio
Q4 '252 owners · $20.5M
INCREASEDBryan Lawrence$16.7M
REDUCEDRay Dalio$3.8M
SOLDPolen Capital
Q3 '253 owners · $23.2M
NEWRay Dalio$7.9M
NEWPolen Capital$207K
Q2 '251 owners · $15.5M

No changes

Q1 '251 owners · $12.3M

No changes

Q4 '241 owners · $11.1M
INCREASEDBryan Lawrence$11.1M
SOLDWallace Weitz

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
16%analyst est. 15.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
19.9%current: 19.9%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

GWRE: Held by 1 superinvestors · 5 congress member trades

SELLLisa McClainR
$1,001 - $15,0002025-08-13
BUYLisa McClainR
$1,001 - $15,0002025-08-04
SELLLisa McClainR
$1,001 - $15,0002025-06-24
BUYLisa McClainR
$1,001 - $15,0002025-06-17
SELLRob BresnahanR
$1,001 - $15,0002025-05-23