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GWRE in the 13F filings

Guidewire Software Inc · CUSIP 40171V100

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2024
the date the book describes
Filed
14 Feb 2025
latest of these filings; the earliest 11 Feb 2025
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 10 listed it in both
Shares listed
11,130,547
combined, among listed positions
Reported value
$1.9bn
combined, at the quarter end

Among the 94 comparable managers: 16 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing GWRE in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
MFS Investment Management4,436,873$748m0.24%Added+1,009,96612 Feb 2025 (the filing on sec.gov)
Wellington Management Group LLP1,647,776$278m0.05%Added+143,11812 Feb 2025 (the filing on sec.gov)
Artisan Partners LP1,407,778$237m0.36%Added+291,77412 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP946,158$160m0.13%Added+418,64212 Feb 2025 (the filing on sec.gov)
AQR Capital Management LLC938,941$157m0.20%Added+227,23814 Feb 2025 (the filing on sec.gov)
Janus Henderson Group Ltd555,892$94munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Balyasny Asset Management LLC367,445$62m0.09%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Renaissance Technologies LLC264,700$45m0.07%Addedn.a.13 Feb 2025 (the filing on sec.gov)
Point72 Asset Management LP185,304$31m0.07%Added+40,44314 Feb 2025 (the filing on sec.gov)
Acadian Asset Management LLC126,210$21m0.06%Trimmed-61,03711 Feb 2025 (the filing on sec.gov)
Two Sigma Advisers LP104,200$18munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Freestone Grove Partners LP61,287$10m0.13%Heldn.a.14 Feb 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC54,988$9.3m0.05%Added+16,02914 Feb 2025 (the filing on sec.gov)
Moore Capital Management LP13,671$2.3munder 0.1%Added+12,02714 Feb 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP5,566$938kunder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
PDT Partners LLC5,501$927k0.08%Added+114 Feb 2025 (the filing on sec.gov)
Winton Group Ltd5,171$872k0.06%Newnew12 Feb 2025 (the filing on sec.gov)
Caxton Associates LLP3,086$520kunder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
14 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
GWRE by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20136$622mn.a.n.a.
Q3 20135$689mn.a.n.a.
Q4 20135$790mn.a.n.a.
Q1 20144$504mn.a.n.a.
Q2 20145$459mn.a.n.a.
Q3 20144$522mn.a.n.a.
Q4 20143$604mn.a.n.a.
Q1 20154$667mn.a.n.a.
Q2 20154$633mn.a.n.a.
Q3 20155$779mn.a.n.a.
Q4 20156$964mn.a.n.a.
Q1 20164$898mn.a.n.a.
Q2 20165$1.1bnn.a.n.a.
Q3 20169$1.1bnn.a.n.a.
Q4 20165$968mn.a.n.a.
Q1 20174$1.2bnn.a.n.a.
Q2 20177$1.8bnn.a.n.a.
Q3 20179$2.1bnn.a.n.a.
Q4 20178$2.0bnn.a.n.a.
Q1 201811$2.2bnn.a.n.a.
Q2 201810$2.3bnn.a.n.a.
Q3 201816$2.4bnn.a.n.a.
Q4 201811$2.1bnn.a.n.a.
Q1 201911$2.2bnn.a.n.a.
Q2 201911$2.3bnn.a.n.a.
Q3 201913$2.5bnn.a.n.a.
Q4 201913$2.2bnn.a.n.a.
Q1 202012$1.6bnn.a.n.a.
Q2 202011$2.0bnn.a.n.a.
Q3 202012$1.8bnn.a.n.a.
Q4 202013$2.1bnn.a.n.a.
Q1 202113$1.2bnn.a.n.a.
Q2 20218$894mn.a.n.a.
Q3 20214$841mn.a.n.a.
Q4 20214$840mn.a.n.a.
Q1 20224$485mn.a.n.a.
Q2 20224$355mn.a.n.a.
Q3 20228$319mn.a.n.a.
Q4 202212$519mn.a.n.a.
Q1 202312$573mn.a.n.a.
Q2 20235$315mn.a.n.a.
Q3 20235$324mn.a.n.a.
Q4 202311$917m82
Q1 20247$823m45
Q2 20248$1.3bn55
Q3 202414$2.0bn122
Q4 202418$1.9bn162
Q1 202513$2.4bn76
Q2 202518$3.1bn117
Q3 202519$2.8bn911
Q4 202519$2.4bn1822
Q1 20266$988m1326
Q2 20266$514m1317

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

GWRE and GOOGL →GWRE and AMZN →GWRE and MSFT →Choose a stock to compare with GWRE →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own GWRE, latest filings →Back to the 13F Explorer →