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GWRE · MSFT in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

GWREMSFT
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • GWRE
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterGWREMSFT
Q3 202012 holders, $1.8bn63 holders, $218bn
Q4 202013 holders, $2.1bn66 holders, $228bn
Q1 202113 holders, $1.2bn65 holders, $241bn
Q2 20218 holders, $894m62 holders, $273bn
Q3 20214 holders, $841m64 holders, $283bn
Q4 20214 holders, $840m65 holders, $336bn
Q1 20224 holders, $485m63 holders, $297bn
Q2 20224 holders, $355m67 holders, $245bn
Q3 20228 holders, $319m68 holders, $216bn
Q4 202212 holders, $519m62 holders, $217bn
Q1 202312 holders, $573m65 holders, $254bn
Q2 20235 holders, $315m69 holders, $304bn
Q3 20235 holders, $324m71 holders, $281bn
Q4 202311 holders, $917m66 holders, $333bn
Q1 20247 holders, $823m68 holders, $361bn
Q2 20248 holders, $1.3bn67 holders, $374bn
Q3 202414 holders, $2.0bn69 holders, $356bn
Q4 202418 holders, $1.9bn70 holders, $338bn
Q1 202513 holders, $2.4bn67 holders, $294bn
Q2 202518 holders, $3.1bn65 holders, $401bn
Q3 202519 holders, $2.8bn70 holders, $427bn
Q4 202519 holders, $2.4bn68 holders, $411bn
Q1 20266 holders, $988m64 holders, $312bn
Q2 20266 holders, $514m60 holders, $291bn
GWRE

Guidewire Software Inc

Holders
18
Reported value
$1.9bn
Buyers
16
Sellers
2

Breadth +14 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
70
Reported value
$338bn
Buyers
31
Sellers
37

Breadth -6 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q4 2024

Among the 72 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only GWRE (2)

PDT Partners LLC, Renaissance Technologies LLC

Only MSFT (54)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, and 29 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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