GWRE in the 13F filings
Guidewire Software Inc · CUSIP 40171V100
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Feb 2024
- latest of these filings; the earliest 8 Feb 2024
- Managers listing it
- 11
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 4 listed it in both
- Shares listed
- 8,408,736
- combined, among listed positions
- Reported value
- $917m
- combined, at the quarter end
Among the 93 comparable managers: 8 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 2023
11 of 11 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Invesco Ltd | 2,095,464 | $228m | 0.05% | Added | n.a. | 13 Feb 2024 (the filing on sec.gov) |
| Artisan Partners LP | 1,542,644 | $168m | 0.26% | Trimmed | -70,785 | 12 Feb 2024 (the filing on sec.gov) |
| Wellington Management Group LLP | 1,337,698 | $146m | under 0.1% | Trimmed | -31,402 | 12 Feb 2024 (the filing on sec.gov) |
| Whale Rock Capital Management LLC | 1,030,248 | $112m | 2.01% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| MFS Investment Management | 965,799 | $105m | under 0.1% | New | new | 8 Feb 2024 (the filing on sec.gov) |
| Durable Capital Partners LP | 630,256 | $69m | 0.54% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| Squarepoint Ops LLC | 381,825 | $42m | 0.08% | Added | n.a. | 14 Feb 2024 (the filing on sec.gov) |
| AQR Capital Management LLC | 177,899 | $19m | under 0.1% | Added | n.a. | 14 Feb 2024 (the filing on sec.gov) |
| Schonfeld Strategic Advisors LLC | 126,071 | $14m | 0.09% | Added | +29,072 | 14 Feb 2024 (the filing on sec.gov) |
| Capital Research Global Investors | 85,420 | $9.3m | under 0.1% | Held | 0 | 13 Feb 2024 (the filing on sec.gov) |
| ExodusPoint Capital Management LP | 35,412 | $3.9m | under 0.1% | New | new | 14 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Whale Rock Capital Management LLCnew position · 1,030,248 shares now+1,030,248
- MFS Investment Managementnew position · 965,799 shares now+965,799
- Durable Capital Partners LPnew position · 630,256 shares now+630,256
- ExodusPoint Capital Management LPnew position · 35,412 shares now+35,412
- Schonfeld Strategic Advisors LLCexisting position · 126,071 shares now+29,072
Reductions
- Artisan Partners LPexisting position · 1,542,644 shares now-70,785
- Wellington Management Group LLPexisting position · 1,337,698 shares now-31,402
New positions and exits
New (4)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 6 | $622m | n.a. | n.a. |
| Q3 2013 | 5 | $689m | n.a. | n.a. |
| Q4 2013 | 5 | $790m | n.a. | n.a. |
| Q1 2014 | 4 | $504m | n.a. | n.a. |
| Q2 2014 | 5 | $459m | n.a. | n.a. |
| Q3 2014 | 4 | $522m | n.a. | n.a. |
| Q4 2014 | 3 | $604m | n.a. | n.a. |
| Q1 2015 | 4 | $667m | n.a. | n.a. |
| Q2 2015 | 4 | $633m | n.a. | n.a. |
| Q3 2015 | 5 | $779m | n.a. | n.a. |
| Q4 2015 | 6 | $964m | n.a. | n.a. |
| Q1 2016 | 4 | $898m | n.a. | n.a. |
| Q2 2016 | 5 | $1.1bn | n.a. | n.a. |
| Q3 2016 | 9 | $1.1bn | n.a. | n.a. |
| Q4 2016 | 5 | $968m | n.a. | n.a. |
| Q1 2017 | 4 | $1.2bn | n.a. | n.a. |
| Q2 2017 | 7 | $1.8bn | n.a. | n.a. |
| Q3 2017 | 9 | $2.1bn | n.a. | n.a. |
| Q4 2017 | 8 | $2.0bn | n.a. | n.a. |
| Q1 2018 | 11 | $2.2bn | n.a. | n.a. |
| Q2 2018 | 10 | $2.3bn | n.a. | n.a. |
| Q3 2018 | 16 | $2.4bn | n.a. | n.a. |
| Q4 2018 | 11 | $2.1bn | n.a. | n.a. |
| Q1 2019 | 11 | $2.2bn | n.a. | n.a. |
| Q2 2019 | 11 | $2.3bn | n.a. | n.a. |
| Q3 2019 | 13 | $2.5bn | n.a. | n.a. |
| Q4 2019 | 13 | $2.2bn | n.a. | n.a. |
| Q1 2020 | 12 | $1.6bn | n.a. | n.a. |
| Q2 2020 | 11 | $2.0bn | n.a. | n.a. |
| Q3 2020 | 12 | $1.8bn | n.a. | n.a. |
| Q4 2020 | 13 | $2.1bn | n.a. | n.a. |
| Q1 2021 | 13 | $1.2bn | n.a. | n.a. |
| Q2 2021 | 8 | $894m | n.a. | n.a. |
| Q3 2021 | 4 | $841m | n.a. | n.a. |
| Q4 2021 | 4 | $840m | n.a. | n.a. |
| Q1 2022 | 4 | $485m | n.a. | n.a. |
| Q2 2022 | 4 | $355m | n.a. | n.a. |
| Q3 2022 | 8 | $319m | n.a. | n.a. |
| Q4 2022 | 12 | $519m | n.a. | n.a. |
| Q1 2023 | 12 | $573m | n.a. | n.a. |
| Q2 2023 | 5 | $315m | n.a. | n.a. |
| Q3 2023 | 5 | $324m | n.a. | n.a. |
| Q4 2023 | 11 | $917m | 8 | 2 |
| Q1 2024 | 7 | $823m | 4 | 5 |
| Q2 2024 | 8 | $1.3bn | 5 | 5 |
| Q3 2024 | 14 | $2.0bn | 12 | 2 |
| Q4 2024 | 18 | $1.9bn | 16 | 2 |
| Q1 2025 | 13 | $2.4bn | 7 | 6 |
| Q2 2025 | 18 | $3.1bn | 11 | 7 |
| Q3 2025 | 19 | $2.8bn | 9 | 11 |
| Q4 2025 | 19 | $2.4bn | 18 | 22 |
| Q1 2026 | 6 | $988m | 13 | 26 |
| Q2 2026 | 6 | $514m | 13 | 17 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
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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.
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