Guidewire SoftwareGWRE

13F holders, Q1 2024 (March 31)
403holders
9famous investors
$116.65avg. 13F price*

At the end of Q1 2024, 403 institutions reported holding Guidewire Software Inc. (GWRE) in their 13F filings. The largest holders were Vanguard Group Inc. ($949.4M), Baron Capital (BAMCO) ($725.4M) and BlackRock Inc. ($511.4M). 9 famous investors held it, including Alex Sacerdote (2.2% of Whale Rock Capital Management's portfolio), Ron Baron (1.9% of Baron Capital (BAMCO)'s portfolio) and Daniel Sundheim (0.6% of D1 Capital Partners's portfolio).

Company
Guidewire Software Inc.
CUSIP
40171V100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 403Q1 2024Q2 2024: 454Q2 2024Q3 2024: 501Q3 2024Q4 2024: 556Q4 2024Q1 2025: 591Q1 2025Q2 2025: 677Q2 2025Q3 2025: 688Q3 2025Q4 2025: 672Q4 2025Q1 2026: 597Q1 2026Q2 2026: 549Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions54$187.6M
Exits37$178.6M

Ownership 403 holders

Vanguard Group Inc. 0.02% Add +0.8% 8,134,952 $949.4M
Baron Capital (BAMCO) 1.93% Reduce -2.3% 6,215,742 $725.4M
BlackRock Inc. 0.01% Add +5.0% 4,381,501 $511.4M
Stockbridge Partners LLC 8.32% Add +8.9% 3,459,098 $403.7M
Darsana Capital Partners LP 12.19% Reduce -7.1% 3,250,000 $379.3M
Wasatch Advisors LP 1.75% Add +4.2% 2,874,758 $335.5M
Route One Investment Company, L.P. 13.23% No change 2,865,580 $334.4M
Massachusetts Financial Services Co. 0.08% Add +130.9% 2,230,407 $260.3M
Linonia Partnership LP 23.44% Add +26.9% 2,210,524 $258.0M
Brown Capital Management LLC 4.30% Reduce -23.7% 2,080,553 $242.8M
Invesco Ltd. 0.05% Reduce -3.9% 2,013,364 $235.0M
JPMorgan Chase & Co. 0.02% Add +10.2% 1,689,726 $197.2M
William Blair Investment Management, LLC 0.47% Reduce -32.3% 1,567,653 $183.0M
DF Dent & Co. Inc. 2.16% Reduce -1.2% 1,515,499 $176.9M
Artisan Partners Limited Partnership 0.26% Reduce -2.7% 1,501,371 $175.2M
RGM Capital, LLC 7.06% Reduce -17.7% 1,499,910 $175.1M
Wellington Management Group LLP 0.03% Add +5.1% 1,405,671 $164.1M
State Street Corp. 0.01% Add +0.4% 1,371,694 $160.1M
Whale Rock Capital Management 2.20% Add +23.4% 1,270,870 $148.3M
Geode Capital Management, LLC 0.01% Add +3.9% 1,269,555 $148.2M
Blair William & Co. 0.46% Add +5.4% 1,244,416 $145.2M
Parnassus Investments, LLC 0.29% Add +215.9% 1,169,946 $136.5M
Riverbridge Partners LLC 1.53% Reduce -2.7% 1,077,674 $125.8M
Bank of America Corp. 0.01% Add +9.6% 982,795 $114.7M
Thrivent Financial for Lutherans 0.23% Reduce -1.1% 979,841 $114.4M
Brown Brothers Harriman & Co. 0.88% Reduce -5.3% 976,646 $114.0M
Norges Bank 0.02% Add +5.4% 945,455 $110.3M
Stephens Investment Management Group LLC 1.32% Add +0.3% 852,773 $99.5M
JARISLOWSKY, FRASER Ltd 0.57% Reduce -2.1% 846,393 $98.8M
SurgoCap Partners LP 5.21% New 831,294 $97.0M
Edmond DE Rothschild Holding S.A. 1.49% Reduce -7.6% 757,322 $88.4M
New York State Common Retirement Fund 0.11% Reduce -0.3% 725,830 $84.7M
Morgan Stanley 0.01% Reduce -4.3% 704,292 $82.2M
Fred Alger Management, LLC 0.38% Reduce -7.0% 655,548 $76.5M
Frontier Capital Management Co. LLC 0.71% Reduce -19.2% 652,461 $76.1M
Jacobs Levy Equity Management, Inc. 0.33% Add +1.4% 630,335 $73.6M
Brown Advisory Inc. 0.10% Reduce -1.8% 626,870 $73.2M
American Century Companies Inc. 0.04% Reduce -10.8% 592,986 $69.2M
Dimensional Fund Advisors LP 0.02% Reduce -0.5% 559,237 $65.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.7% 509,613 $59.5M
Northern Trust Corp. 0.01% Reduce -3.7% 470,552 $54.9M
American Capital Management Inc. 1.64% Reduce -2.1% 438,151 $51.1M
Sei Investments Co. 0.07% Add +8.2% 400,284 $46.7M
Goldman Sachs Group Inc. 0.01% Add +10.0% 368,717 $43.0M
Anabranch Capital Management, LP 22.56% Reduce -12.3% 331,568 $38.7M
D1 Capital Partners 0.56% New 313,733 $36.6M
Lord, Abbett & Co. LLC 0.12% Add +7.9% 305,250 $35.6M
Clearbridge Investments, LLC 0.03% Add +121.0% 295,595 $34.5M
Nuveen Asset Management, LLC 0.01% Reduce -23.7% 282,474 $33.0M
Bank of New York Mellon Corp 0.01% Reduce -10.7% 272,398 $31.8M
Ranger Investment Management, L.P. 1.95% Reduce -13.6% 260,290 $30.4M
Gavilan Investment Partners LLC 9.84% No change 259,000 $30.2M
Squarepoint Ops LLC 0.13% Reduce -32.6% 257,400 $30.0M
Raymond James & Associates 0.02% Add +17.6% 257,351 $30.0M
Capital International Investors 0.01% No change 239,672 $28.0M
Russell Investments Group, Ltd. 0.04% Reduce -0.4% 223,915 $26.1M
BRX Global LP 18.97% Add +31.7% 216,552 $25.3M
Voya Investment Management LLC 0.03% Add +8.1% 216,516 $25.3M
Lead Edge Capital Management, LLC 7.63% No change 212,761 $24.8M
Teca Partners, LP 15.04% Add +3.8% 202,932 $23.7M
Envestnet Asset Management Inc. 0.01% Reduce -7.3% 201,472 $23.5M
Conestoga Capital Advisors, LLC 0.34% Add +5.5% 199,680 $23.3M
Deutsche Bank AG 0.01% Reduce -1.0% 190,058 $22.2M
Public Employees Retirement Association of Colorado 0.10% Reduce -0.4% 188,695 $22.0M
Greenstone Partners & Co., LLC 9.52% Add +11.0% 181,689 $21.2M
AQR Capital Management 0.03% Reduce -1.0% 176,150 $20.5M
Vista Equity Partners Management, LLC 0.54% Add +5.7% 173,950 $20.3M
Millennium Management 0.02% Reduce -53.4% 165,470 $19.3M
Royal Bank of Canada 0.00% Reduce -1.8% 165,374 $19.3M
Granahan Investment Management, LLC 0.68% Add +5.8% 165,022 $19.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +9.0% 156,590 $18.3M
Swiss National Bank 0.01% Add +0.7% 153,600 $17.9M
California Public Employees Retirement System 0.01% Reduce -5.8% 152,527 $17.8M
Candriam S.C.A. 0.11% Add +73.8% 143,969 $16.8M
Federated Hermes, Inc. 0.04% Add +15.2% 143,010 $16.7M
Sixth Street Partners Management Company, L.P. 1.90% No change 140,000 $16.3M
Credit Suisse AG/ 0.01% Add +1.4% 131,611 $15.4M
Shannon River Fund Management LLC 3.39% New 130,532 $15.2M
Jane Street Group, LLC 0.02% Reduce -8.1% 125,283 $14.6M
Oakcliff Capital Partners, LP 8.70% Reduce -16.7% 124,435 $14.5M
Weitz Investment Management, Inc. 0.72% No change 122,100 $14.3M
Robeco Institutional Asset Management B.V. 0.03% Reduce -21.4% 111,472 $13.0M
Wells Fargo & Company 0.00% Reduce -9.1% 108,535 $12.7M
Segall Bryant & Hamill, LLC 0.24% Reduce -8.0% 107,647 $12.6M
Laurus Global Equity Management Inc. 4.22% No change 76,041 $12.0M
Legal & General Group Plc 0.00% Add +5.1% 100,509 $11.7M
Macquarie Group Ltd. 0.01% Reduce -2.2% 93,361 $10.9M
Balyasny Asset Management L.P. 0.03% Reduce -38.7% 91,445 $10.7M
Van Eck Associates Corp. 0.02% Reduce -6.6% 85,549 $10.0M
Rhumbline Advisers 0.01% Reduce -11.4% 84,303 $9.8M
Oppenheimer Asset Management Inc. 0.14% Reduce -12.2% 79,805 $9.3M
California State Teachers Retirement System 0.01% Reduce -4.8% 78,642 $9.2M
Osterweis Capital Management Inc. 0.61% Add +53.0% 78,345 $9.1M
Kornitzer Capital Management Inc. 0.16% No change 75,975 $8.9M
Asset Management One Co., Ltd. 0.03% Reduce -4.3% 73,778 $8.6M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +13.4% 111,489 $8.6M
Capital Research Global Investors 0.00% Reduce -15.6% 72,122 $8.4M
Mariner, LLC 0.02% Reduce -15.2% 69,791 $8.1M
State Board of Administration of Florida Retirement System 0.02% Add +4.7% 96,324 $7.9M
Barclays PLC 0.00% Add +26.8% 66,813 $7.8M

"% of holder's portfolio" is GWRE's weight in each manager's 13F, not the share of Guidewire Software Inc. the manager owns.

Show all 403 holders