Who owns Guidewire Software (GWRE)
Which tracked institutional funds hold GWRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GWRE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
GWRE’s largest tracked holder by dollar value, BAMCO INC /NY/, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GWRE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their GWRE positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ABSOLUTE INVESTMENT ADVISERS, LLC new | 12,000,000 | $12M | 0.1% | 2026-Q2 |
| BAMCO INC /NY/ added | 8,994,456 | $1.1B | 11.6% | 2026-Q2 |
| BlackRock, Inc. added | 8,909,665 | $1.1B | 11.5% | 2026-Q2 |
| Linonia Partnership LP trimmed | 6,933,483 | $853M | 8.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 4,507,288 | $555M | 5.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,845,465 | $473M | 5.0% | 2026-Q2 |
| Darsana Capital Partners LP trimmed | 3,804,000 | $468M | 4.9% | 2026-Q2 |
| STATE STREET CORP added | 2,681,587 | $330M | 3.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,249,339 | $272M | 2.9% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 2,028,908 | $250M | 2.6% | 2026-Q2 |
| Route One Investment Company, L.P. | 1,849,364 | $228M | 2.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,635,297 | $201M | 2.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,249,192 | $154M | 1.6% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP new | 1,215,855 | $150M | 1.6% | 2026-Q2 |
| Artisan Partners Limited Partnership trimmed | 970,325 | $119M | 1.2% | 2026-Q2 |
| WASATCH ADVISORS LP added | 867,117 | $107M | 1.1% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 839,337 | $103M | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 834,841 | $103M | 1.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 776,446 | $96M | 1.0% | 2026-Q2 |
| Stockbridge Partners LLC added | 759,827 | $93M | 1.0% | 2026-Q2 |
| DF DENT & CO INC added | 726,645 | $89M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 726,559 | $89M | 0.9% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 726,387 | $89M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 696,536 | $86M | 0.9% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 663,050 | $82M | 0.9% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 658,636 | $81M | 0.8% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 609,420 | $75M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 604,873 | $74M | 0.8% | 2026-Q2 |
| PARNASSUS INVESTMENTS, LLC added | 594,883 | $73M | 0.8% | 2026-Q2 |
| Stephens Investment Management Group LLC added | 593,454 | $73M | 0.8% | 2026-Q2 |
| 1832 Asset Management L.P. trimmed | 554,286 | $68M | 0.7% | 2026-Q2 |
| Ardmore Road Asset Management LP new | 550,000 | $68M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 542,329 | $67M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 533,133 | $66M | 0.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 493,769 | $61M | 0.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 493,637 | $61M | 0.6% | 2026-Q2 |
| Sculptor Capital LP trimmed | 446,500 | $55M | 0.6% | 2026-Q2 |
| Greenstone Partners & Co., LLC added | 404,584 | $50M | 0.5% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 396,198 | $49M | 0.5% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 372,149 | $46M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 363,864 | $45M | 0.5% | 2026-Q2 |
| UBS Group AG added | 357,511 | $44M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 350,829 | $43M | 0.5% | 2026-Q2 |
| Rathbones Group PLC trimmed | 343,252 | $42M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 341,881 | $42M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 338,477 | $42M | 0.4% | 2026-Q2 |
| Hudson Way Capital Management LLC trimmed | 333,982 | $41M | 0.4% | 2026-Q2 |
| AMERICAN CAPITAL MANAGEMENT INC added | 328,983 | $40M | 0.4% | 2026-Q2 |
| Sandhill Capital Partners LLC added | 317,667 | $39M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 299,752 | $37M | 0.4% | 2026-Q2 |
| Jupiter Topco LLC new | 290,313 | $36M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 286,448 | $35M | 0.4% | 2026-Q2 |
| MAKENA CAPITAL MANAGEMENT LLC added | 282,984 | $35M | 0.4% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC added | 266,959 | $33M | 0.3% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 262,114 | $32M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 255,963 | $31M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 247,040 | $30M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 245,828 | $30M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 231,189 | $28M | 0.3% | 2026-Q2 |
| Conestoga Capital Advisors, LLC trimmed | 224,372 | $28M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 223,182 | $27M | 0.3% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 217,556 | $27M | 0.3% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. added | 206,923 | $25M | 0.3% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 196,129 | $24M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 192,274 | $24M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 189,611 | $23M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 175,386 | $21M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 165,600 | $20M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 164,341 | $20M | 0.2% | 2026-Q2 |
| Oakcliff Capital Partners, LP added | 158,683 | $20M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 154,128 | $19M | 0.2% | 2026-Q2 |
| NORGES BANK added | 150,914 | $19M | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 146,325 | $18M | 0.2% | 2026-Q2 |
| Teca Partners, LP added | 133,685 | $16M | 0.2% | 2026-Q2 |
| BROWN CAPITAL MANAGEMENT LLC added | 133,623 | $16M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 132,360 | $16M | 0.2% | 2026-Q2 |
| Anabranch Capital Management, LP | 129,697 | $16M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 127,303 | $16M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 124,998 | $15M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 121,342 | $15M | 0.2% | 2026-Q2 |
| Creative Planning added | 119,433 | $15M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 118,621 | $15M | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 114,618 | $14M | 0.1% | 2026-Q2 |
| Shannon River Fund Management LLC added | 113,230 | $14M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 108,602 | $13M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 107,373 | $16M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 105,422 | $13M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 100,860 | $12M | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 99,923 | $12M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 99,143 | $12M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 95,550 | $12M | 0.1% | 2026-Q2 |
| Gavilan Investment Partners LLC trimmed | 95,000 | $12M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 94,602 | $12M | 0.1% | 2026-Q2 |
| NOMURA HOLDINGS INC trimmed | 94,225 | $12M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 91,175 | $11M | 0.1% | 2026-Q2 |
| Walleye Capital LLC added | 91,142 | $11M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 87,943 | $11M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 87,558 | $11M | 0.1% | 2026-Q2 |
| Weiss Asset Management LP added | 87,310 | $11M | 0.1% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC added | 87,029 | $11M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.