GWRE in the 13F filings

Guidewire Software Inc · CUSIP 40171V100

Sector · Software and IT services Theme · Cloud and enterprise software· L3VLUP-defined Theme · Prepackaged software

Quarter

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

Quarter end: 31 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 28; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 12 listed it in both
Shares listed: 9,613,475; combined, among listed positions
Reported value: $1.4bn; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 13 buyers (opened or added shares) and 26 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -5,095,527.

Managers listing GWRE in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

28 of 28 holders

				Action		Filing
MFS Investment Management	2,995,337	$452m	0.15%	Trimmed	-1,263,149	14 May 2026 (the filing on sec.gov)
Artisan Partners LP	1,145,240	$171m	0.27%	Added	+84,272	13 May 2026 (the filing on sec.gov)
Wellington Management Group LLP	1,116,519	$167m	under 0.1%	Added	+268,512	15 May 2026 (the filing on sec.gov)
Jane Street Group LLC	731,345	$109m	under 0.1%	Added	+642,447	12 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP	598,396	$89m	under 0.1%	Added	+177,672	14 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	547,011	$82m	under 0.1%	Trimmed	-40,452	15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.	373,976	$56m	under 0.1%	Added	+197,620	15 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	363,562	$54m	under 0.1%	Trimmed	-127,824	18 May 2026 (the filing on sec.gov)
Point72 Asset Management LP	361,983	$54m	0.07%	Added	+18,448	15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	248,561	$37m	under 0.1%	Trimmed	-48,475	15 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	215,307	$32m	under 0.1%	Trimmed	-1,101,510	15 May 2026 (the filing on sec.gov)
Millennium Management LLC	205,873	$31m	under 0.1%	Trimmed	-385,115	15 May 2026 (the filing on sec.gov)
Invesco Ltd	145,570	$22m	under 0.1%	Trimmed	-874,132	12 May 2026 (the filing on sec.gov)
AllianceBernstein LP	108,016	$22m	under 0.1%	Trimmed	-340,447	15 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	118,925	$18m	under 0.1%	Added	+37,609	15 May 2026 (the filing on sec.gov)
Man Group PLC	86,727	$13m	under 0.1%	Added	+69,383	15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	80,190	$12m	under 0.1%	Added	+69,271	15 May 2026 (the filing on sec.gov)
Two Sigma Investments LP	77,864	$12m	under 0.1%	Trimmed	-340,145	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	54,108	$8.1m	under 0.1%	Trimmed	-295,252	15 May 2026 (the filing on sec.gov)
Walleye Capital LLC	10,341	$1.5m	under 0.1%	Trimmed	-2,128	13 May 2026 (the filing on sec.gov)
Marshall Wace LLP	9,376	$1.4m	under 0.1%	Trimmed	-14,560	15 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	4,143	$620k	under 0.1%	Trimmed	-222,630	15 May 2026 (the filing on sec.gov)
Holocene Advisors LP	3,970	$594k	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	3,516	$526k	under 0.1%	Added	+543	27 Oct 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	3,400	$509k	under 0.1%	Trimmed	-18,363	15 May 2026 (the filing on sec.gov)

Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Jane Street Group LLCexisting position · 731,345 shares now+642,447
Wellington Management Group LLPexisting position · 1,116,519 shares now+268,512
D. E. Shaw & Co.existing position · 373,976 shares now+197,620
Arrowstreet Capital LPexisting position · 598,396 shares now+177,672
Artisan Partners LPexisting position · 1,145,240 shares now+84,272

Reductions

MFS Investment Managementexisting position · 2,995,337 shares now-1,263,149
AQR Capital Management LLCexisting position · 215,307 shares now-1,101,510
Invesco Ltdexisting position · 145,570 shares now-874,132
Millennium Management LLCexisting position · 205,873 shares now-385,115
AllianceBernstein LPexisting position · 108,016 shares now-340,447

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 (11)

Capital World Investorswas $202m
Freestone Grove Partners LPwas $50m
Voloridge Investment Management LLCwas $31m
Renaissance Technologies LLCwas $23m
Bridgewater Associates LPwas $3.8m
Verition Fund Management LLCwas $2.7m
Quantbot Technologies LPwas $2.3m
Schonfeld Strategic Advisors LLCwas $1.6m
Moore Capital Management LPwas $894k
Woodline Partners LPwas $695k

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.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

GWRE by quarter
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.

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 →

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