Guidewire SoftwareGWRE
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 677 institutions reported holding Guidewire Software Inc. (GWRE) in their 13F filings, up 86 from Q1 2025. 132 opened new positions and 47 sold out. The largest holders were BlackRock, Inc. ($2.6B), Vanguard Group Inc. ($2.1B) and Baron Capital (BAMCO) ($1.3B). 7 famous investors held it, including Ron Baron (3.6% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Guidewire Software Inc.
- CUSIP
- 40171V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 132 | $331.6M |
| Exits | 47 | $91.7M |
All 13F filers, Q1 2025 → Q2 2025: 6,504,238 shares bought and 8,637,181 shares sold, net −2,132,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 677 holders
| BlackRock, Inc. | 0.05% | Add +3.0% | 10,891,024 | $2.6B |
| Vanguard Group Inc. | 0.03% | Add +2.4% | 8,922,651 | $2.1B |
| Baron Capital (BAMCO) | 3.57% | Reduce -1.4% | 5,589,520 | $1.3B |
| Massachusetts Financial Services Co. | 0.38% | Reduce -1.4% | 5,083,897 | $1.2B |
| Linonia Partnership LP | 26.11% | No change | 3,396,310 | $799.7M |
| State Street Corp. | 0.02% | Reduce -1.4% | 2,520,434 | $593.4M |
| Darsana Capital Partners LP | 13.45% | Reduce -13.0% | 2,000,000 | $470.9M |
| Route One Investment Company, L.P. | 19.19% | Reduce -11.4% | 1,818,009 | $428.1M |
| Geode Capital Management, LLC | 0.03% | Add +5.6% | 1,578,442 | $372.1M |
| Artisan Partners Limited Partnership | 0.53% | Reduce -22.1% | 1,507,946 | $355.0M |
| Invesco Ltd. | 0.06% | Reduce -2.8% | 1,387,496 | $326.7M |
| Wellington Management Group LLP | 0.06% | Reduce -19.9% | 1,340,211 | $315.6M |
| Stockbridge Partners LLC | 5.75% | Reduce -28.7% | 1,248,122 | $293.9M |
| Blair William & Co. | 0.77% | Reduce -0.5% | 1,174,625 | $276.6M |
| AQR Capital Management | 0.21% | Add +6.8% | 1,069,464 | $251.7M |
| Franklin Resources Inc. | 0.05% | Add +4.8% | 780,532 | $183.8M |
| Northern Trust Corp. | 0.02% | Add +0.7% | 749,683 | $176.5M |
| Lord, Abbett & Co. LLC | 0.59% | Reduce -6.8% | 747,475 | $176.0M |
| Morgan Stanley | 0.01% | Reduce -11.6% | 744,364 | $175.3M |
| Wasatch Advisors LP | 0.91% | Reduce -36.6% | 735,568 | $173.2M |
| Qube Research & Technologies Ltd | 0.24% | Add +3636.9% | 731,467 | $172.2M |
| Brown Brothers Harriman & Co. | 1.10% | Reduce -5.5% | 728,213 | $171.5M |
| SurgoCap Partners LP | 6.35% | Add +3.9% | 703,535 | $165.6M |
| Brown Capital Management LLC | 4.45% | Reduce -15.6% | 649,111 | $152.8M |
| Bank of New York Mellon Corp | 0.03% | Add +2.8% | 575,845 | $135.6M |
| Stephens Investment Management Group LLC | 1.78% | Reduce -24.3% | 571,512 | $134.6M |
| Millennium Management | 0.12% | Add +65.4% | 563,186 | $132.6M |
| FMR LLC | 0.01% | Add +634.4% | 559,010 | $131.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.8% | 545,551 | $128.4M |
| Alliancebernstein L.P. | 0.04% | Add +405.1% | 538,303 | $126.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -63.7% | 532,696 | $125.4M |
| DF Dent & Co. Inc. | 1.56% | Reduce -20.0% | 521,411 | $122.8M |
| American Century Companies Inc. | 0.06% | Reduce -42.1% | 503,286 | $118.5M |
| Federated Hermes, Inc. | 0.22% | Add +15.5% | 502,084 | $118.2M |
| William Blair Investment Management, LLC | 0.30% | Reduce -17.2% | 478,448 | $112.7M |
| RGM Capital, LLC | 4.42% | Reduce -49.8% | 463,756 | $109.2M |
| JARISLOWSKY, FRASER Ltd | 0.60% | Reduce -1.4% | 445,232 | $104.8M |
| Bank of America Corp. | 0.01% | Add +11.3% | 436,153 | $102.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +49.3% | 425,658 | $100.2M |
| Arrowstreet Capital, Limited Partnership | 0.07% | Reduce -13.0% | 419,715 | $98.8M |
| Congress Asset Management Co. | 0.67% | Reduce -8.7% | 416,383 | $98.0M |
| Janus Henderson Group PLC | 0.05% | Reduce -32.8% | 414,955 | $97.6M |
| Capital International Investors | 0.02% | Add +0.7% | 412,821 | $97.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +26.1% | 380,604 | $89.6M |
| New York State Common Retirement Fund | 0.11% | Reduce -16.6% | 359,054 | $84.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.3% | 353,113 | $83.1M |
| Rathbones Group PLC | 0.35% | Add +0.4% | 344,664 | $81.2M |
| American Capital Management Inc. | 3.35% | Reduce -14.5% | 342,611 | $80.7M |
| Royal Bank of Canada | 0.01% | Add +8.9% | 303,585 | $71.5M |
| Riverbridge Partners LLC | 1.13% | Reduce -29.9% | 298,511 | $70.3M |
| Fiera Capital Corp | 0.23% | Add +23.7% | 294,222 | $69.3M |
| Deutsche Bank AG | 0.02% | Reduce -16.2% | 287,286 | $67.6M |
| Rhumbline Advisers | 0.06% | Add +21.9% | 277,950 | $65.4M |
| UBS Group AG | 0.01% | Reduce -12.1% | 275,736 | $64.9M |
| Sei Investments Co. | 0.07% | Reduce -16.5% | 272,404 | $64.1M |
| Two Sigma Investments, LP | 0.12% | Add +1075.4% | 270,345 | $63.7M |
| Clearbridge Investments, LLC | 0.05% | Add +0.0% | 265,840 | $62.6M |
| Brown Advisory Inc. | 0.08% | Reduce -35.1% | 259,289 | $61.0M |
| T. Rowe Price Associates Inc. | 0.01% | Add +76.8% | 258,829 | $60.9M |
| Raymond James Financial Inc. | 0.02% | Add +7.3% | 250,009 | $58.9M |
| Conestoga Capital Advisors, LLC | 0.86% | Reduce -2.9% | 248,645 | $58.5M |
| Hudson Way Capital Management LLC | 5.02% | Reduce -23.9% | 235,875 | $55.5M |
| Parnassus Investments, LLC | 0.13% | Reduce -37.2% | 231,191 | $54.4M |
| Nuveen, LLC | 0.01% | Add +152.9% | 224,259 | $52.8M |
| Fred Alger Management, LLC | 0.23% | Reduce -29.1% | 222,656 | $52.4M |
| Frontier Capital Management Co. LLC | 0.46% | Reduce -17.5% | 211,554 | $49.8M |
| BRX Global LP | 39.80% | Reduce -10.5% | 200,082 | $47.1M |
| Citadel Advisors | 0.04% | Reduce -47.4% | 197,612 | $46.5M |
| Sculptor Capital LP | 1.18% | Add +3.3% | 193,400 | $45.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -7.9% | 192,286 | $45.3M |
| Principal Financial Group Inc. | 0.02% | Reduce -0.9% | 191,072 | $45.0M |
| CIBC Private Wealth Group LLC | 0.08% | Add +28539.9% | 179,286 | $42.2M |
| First Trust Advisors LP | 0.03% | Add +73.7% | 179,099 | $42.2M |
| Legal & General Group Plc | 0.01% | Add +0.2% | 174,393 | $41.1M |
| California Public Employees Retirement System | 0.02% | Reduce -59.7% | 152,648 | $35.9M |
| Swiss National Bank | 0.02% | Reduce -1.0% | 152,200 | $35.8M |
| Shannon River Fund Management LLC | 5.46% | Add +3.0% | 150,708 | $35.5M |
| Two Sigma Advisers, LP | 0.07% | Add +688.8% | 147,500 | $34.7M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -34.0% | 145,855 | $34.3M |
| Twinbeech Capital LP | 0.75% | New | 139,742 | $32.9M |
| BNP Paribas Financial Markets | 0.03% | Add +55.8% | 137,025 | $32.3M |
| Assenagon Asset Management S.A. | 0.05% | Add +362.7% | 133,806 | $31.5M |
| Public Employees Retirement Association of Colorado | 0.12% | Reduce -9.8% | 130,695 | $30.8M |
| Driehaus Capital Management LLC | 0.24% | Add +12.7% | 128,576 | $30.3M |
| Greenstone Partners & Co., LLC | 7.04% | Reduce -29.0% | 127,516 | $30.0M |
| Wells Fargo & Company | 0.01% | Add +14.7% | 127,080 | $29.9M |
| Robeco Institutional Asset Management B.V. | 0.05% | Reduce -4.5% | 127,016 | $29.9M |
| Ranger Investment Management, L.P. | 2.03% | Reduce -5.1% | 123,750 | $29.1M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -15.1% | 123,062 | $29.0M |
| Barclays PLC | 0.01% | Add +13.7% | 120,381 | $28.3M |
| Makena Capital Management LLC | 2.82% | Reduce -6.8% | 119,525 | $28.1M |
| Ameriprise Financial Inc. | 0.01% | Add +16.4% | 118,113 | $27.8M |
| Bank of Montreal | 0.01% | Reduce -6.2% | 117,896 | $27.8M |
| Gavilan Investment Partners LLC | 6.51% | Reduce -16.4% | 115,000 | $27.1M |
| Panagora Asset Management Inc. | 0.12% | Reduce -1.3% | 111,446 | $26.2M |
| Freestone Grove Partners LP | 0.20% | New | 109,870 | $25.9M |
| Marshall Wace, LLP | 0.03% | Add +2205.3% | 108,349 | $25.5M |
| Teca Partners, LP | 17.45% | Reduce -9.4% | 106,156 | $25.0M |
| Macquarie Group Ltd. | 0.03% | Add +12.4% | 105,840 | $24.9M |
| Norges Bank | 0.00% | Add +97.5% | 104,741 | $24.7M |
"% of holder's portfolio" is GWRE's weight in each manager's 13F, not the share of Guidewire Software Inc. the manager owns.