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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
30 Jun 2025
the date the book describes
Filed
14 Aug 2025
latest of these filings; the earliest 8 Aug 2025
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 11 listed it in both
Shares listed
13,108,332
combined, among listed positions
Reported value
$3.1bn
combined, at the quarter end

Among the 95 comparable managers: 11 buyers (opened or added shares) and 7 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 Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, 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 Management5,083,897$1.2bn0.38%Trimmed-73,2988 Aug 2025 (the filing on sec.gov)
Artisan Partners LP1,507,946$355m0.52%Trimmed-426,76812 Aug 2025 (the filing on sec.gov)
Invesco Ltd1,387,496$327m0.06%Trimmed-39,60813 Aug 2025 (the filing on sec.gov)
Wellington Management Group LLP1,340,211$316m0.06%Trimmed-332,55614 Aug 2025 (the filing on sec.gov)
AQR Capital Management LLC1,069,464$252m0.21%Added+67,85114 Aug 2025 (the filing on sec.gov)
Millennium Management LLC563,186$133m0.06%Addedn.a.14 Aug 2025 (the filing on sec.gov)
AllianceBernstein LP538,303$127munder 0.1%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Arrowstreet Capital LP419,715$99m0.07%Trimmed-62,81213 Aug 2025 (the filing on sec.gov)
Janus Henderson Group Ltd414,955$98munder 0.1%Trimmed-202,30514 Aug 2025 (the filing on sec.gov)
Two Sigma Investments LP270,345$64m0.11%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Two Sigma Advisers LP147,500$35m0.07%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Freestone Grove Partners LP109,870$26m0.20%Newnew14 Aug 2025 (the filing on sec.gov)
Marshall Wace LLP108,349$26munder 0.1%Addedn.a.13 Aug 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP76,660$18m0.10%Added+54,16014 Aug 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC31,156$7.3munder 0.1%Trimmed-40514 Aug 2025 (the filing on sec.gov)
Moore Capital Management LP17,416$4.1m0.05%Added+15,10614 Aug 2025 (the filing on sec.gov)
Rokos Capital Management LLP15,100$3.6munder 0.1%Newnew14 Aug 2025 (the filing on sec.gov)
PDT Partners LLC6,763$1.6m0.09%Added+1,90014 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, 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 (2)

Exited (0)

No exit shown by a manager’s own filing.

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 →