Guidewire SoftwareGWRE

13F holders, Q2 2025 (June 30)
677holders +86
132new positions
47sold out
7famous investors
$235.44avg. 13F price*

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

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions132$331.6M
Exits47$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
Jane Street Group, LLC 0.04% Reduce -40.9% 104,259 $24.5M
Sandhill Capital Partners LLC 1.75% New 103,673 $24.4M
Retirement Systems of Alabama 0.09% Add +0.9% 102,523 $24.1M
Natixis Advisors, LLC 0.04% Add +12.8% 100,113 $23.6M
Engineers Gate Manager LP 0.28% New 95,904 $22.6M
Edmond DE Rothschild Holding S.A. 0.34% Reduce -22.9% 90,819 $21.4M
Balyasny Asset Management L.P. 0.05% Reduce -34.6% 90,768 $21.4M
Bessemer Group Inc. 0.03% Reduce -51.4% 90,728 $21.4M
Neuberger Berman Group LLC 0.02% Add +2914.5% 87,753 $20.7M
Night Owl Capital Management, LLC 2.15% New 78,935 $18.6M
Westwind Capital 3.78% Reduce -0.1% 78,430 $18.5M
State Board of Administration of Florida Retirement System 0.03% Add +1.0% 77,294 $18.2M
Brevan Howard Capital Management LP 0.20% Add +240.7% 76,660 $18.0M
Aquatic Capital Management LLC 0.36% New 75,699 $17.8M
California State Teachers Retirement System 0.02% Add +3.1% 75,413 $17.8M
Capital Fund Management S.A. 0.19% Reduce -33.8% 72,973 $17.2M
Citigroup Inc. 0.01% Add +63.0% 71,094 $16.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% No change 70,056 $16.5M
Agf Management Ltd. 0.07% Add +379.0% 65,820 $15.5M
Oakcliff Capital Partners, LP 7.73% No change 65,683 $15.5M
Osterweis Capital Management Inc. 0.95% Reduce -29.6% 65,069 $15.3M
Mercer Global Advisors Inc. 0.03% Add +25.0% 63,006 $14.8M
Cubist Systematic Strategies, LLC 0.16% New 62,673 $14.8M
Whittier Trust Co. 0.18% Add +2.5% 62,239 $14.7M
CANADA LIFE ASSURANCE Co 0.02% Reduce -3.0% 60,819 $14.3M
New York State Teachers Retirement System 0.03% Add +13.4% 59,308 $14.0M
Allianz Asset Management GmbH 0.02% Add +24.4% 58,767 $13.8M
Mariner, LLC 0.02% Reduce -5.4% 58,486 $13.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Reduce -3.3% 58,244 $13.7M
Voya Investment Management LLC 0.02% Add +46.0% 57,915 $13.6M
State of Wisconsin Investment Board 0.03% Reduce -30.5% 55,702 $13.1M
Comerica Bank 0.05% Reduce -1.2% 53,505 $12.6M
Ieq Capital, LLC 0.08% Add +36.4% 52,816 $12.4M
AQR Arbitrage LLC 0.46% Add +31.0% 52,656 $12.4M
Russell Investments Group, Ltd. 0.02% Reduce -34.4% 52,197 $12.3M
Los Angeles Capital Management LLC 0.05% New 52,157 $12.3M
Kornitzer Capital Management Inc. 0.25% Reduce -5.5% 51,849 $12.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.4% 50,715 $11.9M
Oppenheimer Asset Management Inc. 0.14% Reduce -21.1% 50,527 $11.9M
State Farm Mutual Automobile Insurance Co. 0.01% No change 49,900 $11.7M
Candriam S.C.A. 0.07% New 48,986 $11.5M
MetLife Investment Management, LLC 0.07% Add +2.1% 48,979 $11.5M
CW Advisors, LLC 0.11% Reduce -15.6% 48,104 $11.3M
STRS Ohio 0.04% Add +571.1% 47,851 $11.3M
Public Employees Retirement System of Ohio 0.04% Reduce -8.8% 47,555 $11.2M
Susquehanna International Group, LLP 0.02% Reduce -38.6% 46,858 $11.0M
Motley Fool Wealth Management, LLC 0.66% Reduce -9.5% 46,736 $11.0M
Quest Investment Management LLC 1.21% Reduce -34.2% 46,688 $11.0M
Gotham Asset Management 0.06% Add +394.9% 45,647 $10.7M
Mutual of America Capital Management LLC 0.11% Reduce -0.6% 44,870 $10.6M
Pinebridge Investments, L.P. 0.08% Add +5.3% 43,939 $10.3M
Advisors Capital Management, LLC 0.14% Reduce -0.3% 43,116 $10.2M
Point72 Hong Kong Ltd 0.70% New 43,089 $10.1M
Aristeia Capital, L.L.C. 0.51% Add +13.3% 42,935 $10.1M
Voloridge Investment Management, LLC 0.04% New 42,819 $10.1M
Hantz Financial Services, Inc. 0.16% Reduce -8.9% 42,721 $10.1M
Nomura Holdings Inc. 0.08% Reduce -61.5% 42,171 $9.9M
GDS Wealth Management 0.71% Add +33.7% 41,203 $9.7M
Amalgamated Bank 0.07% Add +4.2% 40,731 $9.6M
Point72 Asset Management 0.02% Add +31.1% 40,400 $9.5M
Segall Bryant & Hamill, LLC 0.13% Reduce -48.0% 40,324 $9.5M
Treasurer of the State of North Carolina 0.03% Add +4.4% 39,117 $9.2M
Squarepoint Ops LLC 0.02% Reduce -71.8% 38,275 $9.0M
LPL Financial LLC 0.00% Add +6.2% 37,319 $8.8M
Greenwich Wealth Management LLC 0.43% Add +0.2% 37,218 $8.8M
Zacks Investment Management 0.07% Reduce -2.9% 36,164 $8.5M
CHURCHILL MANAGEMENT Corp 0.09% New 36,148 $8.5M
Lyell Wealth Management, LP 0.65% No change 35,190 $8.3M
Stifel Financial Corp. 0.01% Reduce -10.0% 35,028 $8.2M
Amundi 0.00% Add +703.0% 36,093 $8.2M
Navellier & Associates Inc. 1.01% Add +0.0% 34,731 $8.2M
Asset Management One Co., Ltd. 0.03% Reduce -51.6% 34,615 $8.1M
Algert Global LLC 0.17% Add +1316.5% 34,463 $8.1M
Quantinno Capital Management LP 0.03% Add +17.9% 34,097 $8.0M
Motley Fool Asset Management LLC 0.36% Reduce -2.1% 33,225 $7.8M
Anabranch Capital Management, LP 4.65% Reduce -58.6% 33,093 $7.8M
Whittier Trust Co. of Nevada Inc. 0.17% Add +3.4% 32,244 $7.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +4.0% 32,920 $7.6M
Police & Firemen's Retirement System of New Jersey 0.07% Add +7.5% 31,887 $7.5M
State of Tennessee, Department of Treasury 0.03% Reduce -6.5% 31,841 $7.5M
Cerity Partners LLC 0.01% Add +8.4% 31,763 $7.5M
Schonfeld Strategic Advisors LLC 0.06% Reduce -1.3% 31,156 $7.3M
Ensign Peak Advisors, Inc 0.01% Reduce -31.8% 31,043 $7.3M
DLD Asset Management, LP 3.50% New 30,700 $7.2M
Thompson Siegel & Walmsley LLC 0.12% Add +5.2% 30,200 $7.1M
Acadian Asset Management LLC 0.01% Reduce -70.3% 29,987 $7.1M
Empowered Funds, LLC 0.08% Reduce -8.3% 28,864 $6.8M
Pathstone Holdings, LLC 0.03% Reduce -1.0% 28,789 $6.8M
Tairen Capital Ltd 0.69% Add +42.5% 28,500 $6.7M
Yousif Capital Management, LLC 0.07% Reduce -1.4% 28,356 $6.7M
Orion Porfolio Solutions, LLC 0.06% Add +12.7% 27,751 $6.5M
Exchange Capital Management, Inc. 0.97% Reduce -33.1% 27,564 $6.5M
State of New Jersey Common Pension Fund D 0.02% No change 26,782 $6.3M
Teachers Retirement System of the State of Kentucky 0.05% No change 26,170 $6.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -13.3% 26,116 $6.1M
Victory Capital Management Inc. 0.00% Add +60.1% 24,721 $5.8M
Intech Investment Management LLC 0.05% Add +19.1% 23,855 $5.6M
Louisiana State Employees Retirement System 0.10% Add +0.8% 23,600 $5.6M
Buckhead Capital Management LLC 2.15% Reduce -17.7% 23,596 $5.6M
Oak Thistle LLC 0.81% New 23,501 $5.5M
Teacher Retirement System of Texas 0.02% Reduce -5.0% 23,391 $5.5M
Sava Infond d.o.o. 0.86% No change 23,300 $5.5M
Essex Investment Management Co. LLC 1.00% Reduce -40.1% 23,265 $5.5M
Arizona State Retirement System 0.03% Add +2.2% 23,255 $5.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +6.7% 22,429 $5.3M
Cwm, LLC 0.02% Add +16.0% 22,102 $5.2M
Cetera Investment Advisers 0.01% Reduce -14.4% 22,003 $5.2M
Point72 (DIFC) Ltd 0.41% New 21,955 $5.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +8.0% 21,552 $5.1M
Ameritas Investment Partners, Inc. 0.16% Add +30.4% 21,431 $5.0M
FIL Ltd 0.00% Reduce -15.1% 21,400 $5.0M
Creative Planning 0.00% Add +10.0% 20,522 $4.8M
HB Wealth Management, LLC 0.04% Add +1.6% 20,481 $4.8M
State of Michigan Retirement System 0.02% Add +1.0% 20,200 $4.8M
Handelsbanken Fonder AB 0.02% Reduce -1.5% 20,095 $4.7M
4D Advisors, LLC 2.53% New 20,000 $4.7M
Natixis 0.02% Add +611.0% 19,445 $4.6M
Worldquant Millennium Advisors LLC 0.02% New 19,328 $4.6M
Great Lakes Advisors, LLC 0.04% Reduce -42.5% 19,315 $4.5M
CI Investments Inc. 0.02% Reduce -37.8% 18,930 $4.5M
Global IMC LLC 1.15% New 18,794 $4.4M
Northwestern Mutual Investment Management Company, LLC 0.07% Add +0.9% 18,729 $4.4M
Commerce Bank 0.03% Reduce -10.6% 18,062 $4.3M
Twin Tree Management, LP 0.11% Reduce -1.5% 17,813 $4.2M
Xponance LLC 0.03% Add +32.1% 17,595 $4.1M
Moore Capital Management, LP 0.09% Add +653.9% 17,416 $4.1M
Y-Intercept (Hong Kong) Ltd 0.10% New 17,399 $4.1M
New Mexico Educational Retirement Board 0.13% No change 17,200 $4.0M
Oregon Public Employees Retirement Fund 0.07% Add +0.6% 17,100 $4.0M
Independent Advisor Alliance 0.11% Add +0.7% 16,546 $3.9M
KLP Kapitalforvaltning As 0.02% Reduce -11.8% 16,500 $3.9M
Wolverine Trading, LLC 0.10% Add +245.5% 16,403 $3.9M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 16,188 $3.8M
Trek Financial, LLC 0.25% New 15,840 $3.7M
Campbell & CO Investment Adviser LLC 0.23% New 15,667 $3.7M
Verition Fund Management LLC 0.02% Reduce -42.1% 15,233 $3.6M
Otter Creek Advisors, LLC 2.68% Reduce -19.6% 15,148 $3.6M
US Bancorp \de 0.00% Reduce -20.7% 15,137 $3.6M
Rokos Capital Management LLP 0.06% New 15,100 $3.6M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -82.7% 14,673 $3.5M
Jackson Square Capital, LLC 0.75% Add +9.7% 14,398 $3.4M
Qsemble Capital Management, LP 0.32% Add +483.0% 14,395 $3.4M
Vanguard Personalized Indexing Management, LLC 0.04% Add +18.2% 14,292 $3.4M
Trexquant Investment LP 0.04% New 14,148 $3.3M
New Age Alpha Advisors, LLC 0.15% New 14,101 $3.3M
Versor Investments LP 0.58% New 13,996 $3.3M
Utah Retirement Systems 0.03% No change 13,590 $3.2M
Jain Global LLC 0.05% Reduce -71.0% 12,952 $3.0M
Regions Financial Corp. 0.02% Reduce -1.5% 12,776 $3.0M
Captrust Financial Advisors 0.01% Add +7.7% 12,561 $3.0M
Point72 Asia (Singapore) Pte. Ltd. 0.52% New 12,450 $2.9M
M.D. Sass, LLC 0.23% New 12,353 $2.9M
Harvest Investment Services, LLC 0.65% Add +63.5% 12,326 $2.9M
Andra AP-fonden 0.04% Add +899.1% 12,289 $2.9M
Bayesian Capital Management, LP 0.45% New 12,184 $2.9M
TD Asset Management Inc 0.00% Add +1.0% 12,172 $2.9M
Pictet Asset Management Holding SA 0.00% Add +2.1% 12,148 $2.9M
Truist Financial Corp. 0.00% Add +16.0% 11,792 $2.8M
Next Century Growth Investors LLC 0.21% Reduce -78.1% 11,542 $2.7M
MML Investors Services, LLC 0.01% Reduce -4.7% 11,331 $2.7M
Eventide Asset Management, LLC 0.05% No change 11,051 $2.6M
Union Bancaire Privee, UBP SA 0.04% Reduce -29.0% 12,202 $2.6M
Federation des caisses Desjardins du Quebec 0.01% Add +1.2% 10,726 $2.5M
D. E. Shaw & Co. 0.00% Reduce -14.4% 10,647 $2.5M
Barbara Oil Co. 0.97% No change 10,500 $2.5M
O'shaughnessy Asset Management, LLC 0.02% Add +47.3% 10,454 $2.5M
Ethic Inc. 0.04% Add +13.6% 10,270 $2.4M
Centiva Capital, LP 0.16% Add +156.2% 10,101 $2.4M
FORA Capital, LLC 0.26% New 10,028 $2.4M
Fortress Investment Group LLC 0.34% New 10,000 $2.4M
HighTower Advisors, LLC 0.00% Add +6.2% 9,784 $2.3M
Quantessence Capital LLC 0.67% New 9,700 $2.3M
LMR Partners LLP 0.05% New 9,563 $2.3M
Main Management ETF Advisors, LLC 0.09% Add +1.7% 9,529 $2.2M
State of Alaska, Department of Revenue 0.02% Reduce -3.6% 9,430 $2.2M
Picton Mahoney Asset Management 0.03% Reduce -78.5% 9,405 $2.2M
Genus Capital Management Inc. 0.28% Reduce -29.9% 9,400 $2.2M
Alps Advisors Inc. 0.01% Reduce -21.2% 9,163 $2.2M
Quadrant Capital Group LLC 0.07% Add +30.7% 8,818 $2.1M
DNB Asset Management AS 0.01% New 8,765 $2.1M
Abn Amro Investment Solutions 0.04% Reduce -26.9% 8,732 $2.1M
Prudential Financial Inc. 0.00% Add +11.4% 9,181 $2.0M
New York Life Investment Management LLC 0.02% Reduce -1.8% 8,277 $1.9M
Catalyst Funds Management Pty Ltd 0.52% Add +8.5% 8,019 $1.9M
NewEdge Wealth, LLC 0.03% New 8,585 $1.9M
QRG Capital Management, Inc. 0.02% Reduce -0.1% 7,928 $1.9M
Calamos Advisors LLC 0.01% Add +66.4% 7,900 $1.9M
Corient Private Wealth LP 0.00% Reduce -0.3% 7,899 $1.9M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -36.0% 7,854 $1.8M
TD Private Client Wealth LLC 0.05% Add +1.3% 7,807 $1.8M
Janney Montgomery Scott LLC 0.00% Reduce -22.8% 7,581 $1.8M
Inceptionr LLC 0.41% Add +52.0% 7,575 $1.8M
111 Capital 0.30% New 7,447 $1.8M
Walleye Capital LLC 0.02% Add +27.7% 7,345 $1.7M
Sheets Smith Investment Management 1.52% New 7,336 $1.7M
HighPoint Advisor Group LLC 0.09% Reduce -1.6% 7,114 $1.7M
Amica Mutual Insurance Co. 0.16% No change 7,064 $1.7M
Parr McKnight Wealth Management Group, LLC 0.23% Reduce -2.2% 7,034 $1.7M
Crossmark Global Holdings, Inc. 0.03% Add +4.6% 7,007 $1.6M
Jefferies Financial Group Inc. 0.03% Add +295.5% 6,858 $1.6M
M&T Bank Corp 0.01% Add +17.1% 6,775 $1.6M
PDT Partners, LLC 0.09% Add +39.1% 6,763 $1.6M
Harbour Capital Advisors, LLC 0.33% Add +24.9% 6,967 $1.6M
Park Avenue Securities LLC 0.01% New 6,713 $1.6M
Pallas Capital Advisors LLC 0.06% Add +9.3% 6,547 $1.5M
Securian Asset Management, Inc. 0.04% Add +1.6% 6,421 $1.5M
SG Americas Securities, LLC 0.01% Add +210.5% 6,346 $1.5M
Mackenzie Financial Corp. 0.00% Reduce -3.8% 6,260 $1.5M
Lazard Asset Management LLC 0.00% Add +7.7% 6,257 $1.5M
PNC Financial Services Group, Inc. 0.00% Add +7.6% 6,239 $1.5M
Integrated Wealth Concepts LLC 0.01% New 6,165 $1.5M
Quantbot Technologies LP 0.04% New 6,153 $1.4M
WoodTrust Financial Corp 0.18% No change 6,100 $1.4M
Florida Financial Advisors, LLC 0.34% Add +170.3% 6,060 $1.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -15.6% 5,966 $1.4M
Connable Office Inc. 0.14% Reduce -7.7% 5,793 $1.4M
Baird Financial Group, Inc. 0.00% Reduce -6.1% 5,785 $1.4M
Norden Group LLC 0.15% Add +18.6% 5,764 $1.4M
Semanteon Capital Management, LP 2.04% Reduce -25.1% 5,751 $1.4M
Chesapeake Asset Management LLC 1.23% No change 5,728 $1.3M
Man Group plc 0.00% Reduce -35.2% 5,575 $1.3M
Williamson Legacy Group, LLC 1.09% Add +1.9% 5,485 $1.3M
Signaturefd, LLC 0.02% Add +2.8% 5,447 $1.3M
Tidal Investments LLC 0.01% Reduce -43.0% 5,367 $1.3M
Farringdon Capital, Ltd. 0.42% New 5,337 $1.3M
Osaic Holdings, Inc. 0.00% Add +14.3% 5,356 $1.3M
Gibbs Wealth Management 0.24% New 5,255 $1.2M
Machina Capital S.A.S. 0.25% New 5,120 $1.2M
Aigen Investment Management, LP 0.16% Reduce -2.1% 5,111 $1.2M
Arax Advisory Partners 0.06% Reduce -1.0% 5,106 $1.2M
Vancity Investment Management Ltd 0.15% Reduce -11.8% 5,017 $1.2M
Prescott Group Capital Management, L.L.C. 0.14% No change 5,000 $1.2M
&partners 0.01% Add +42.9% 4,970 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -12.6% 4,968 $1.2M
Bailard, Inc. 0.03% New 4,952 $1.2M
NewEdge Advisors, LLC 0.01% Add +30.6% 4,911 $1.2M
Aviso Financial Inc. 0.05% Reduce -2.1% 4,906 $1.2M
HSBC Holdings PLC 0.00% Reduce -47.7% 4,760 $1.1M
Lecap Asset Management Ltd. 0.39% New 4,674 $1.1M
Cibc World Market Inc. 0.00% New 4,674 $1.1M
Graham Capital Management, L.P. 0.03% New 4,391 $1.0M
RMR Wealth Builders 0.09% No change 4,374 $1.0M
Focus Partners Wealth 0.00% Add +9.8% 4,365 $1.0M
Dark Forest Capital Management LP 0.04% New 4,364 $1.0M
Atria Investments, Inc 0.01% Add +27.2% 4,241 $998K
Private Advisor Group, LLC 0.01% Add +148.8% 4,227 $995K
Bridgefront Capital, LLC 0.26% New 4,221 $994K
Guggenheim Capital LLC 0.01% Add +0.2% 4,218 $993K
Intrust Bank NA 0.09% Add +150.1% 4,151 $977K
Boothbay Fund Management, LLC 0.03% New 4,139 $975K
Magnetar Financial LLC 0.00% New 4,136 $974K
Focus Partners Advisor Solutions, LLC 0.01% Add +223.1% 4,074 $959K
Maryland State Retirement & Pension System 0.02% Add +6.4% 4,070 $958K
Pacer Advisors, Inc. 0.00% New 4,061 $956K
Fox Run Management, L.L.C. 0.16% New 4,050 $954K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +138.8% 4,050 $953K
Parallel Advisors, LLC 0.02% Add +0.2% 4,036 $950K
Merit Financial Group, LLC 0.01% Add +26.3% 4,005 $943K
Vident Advisory, LLC 0.01% Add +29.4% 4,004 $943K
Illinois Municipal Retirement Fund 0.01% Reduce -58.7% 3,909 $920K
OMERS ADMINISTRATION Corp 0.01% New 3,900 $918K
Compound Planning, Inc. 0.03% Add +19.1% 3,898 $918K
Portside Wealth Group, LLC 0.14% Add +42.7% 3,888 $915K
Virtu Financial LLC 0.05% New 3,867 $910K
Argonautica Private Wealth Management, Inc. 0.29% Reduce -2.2% 3,826 $901K
Townsquare Capital LLC 0.09% Reduce -80.4% 3,814 $898K
ProShare Advisors LLC 0.00% Add +4.5% 3,719 $876K
Smith Group Asset Management, LLC 0.06% Reduce -2.4% 3,710 $874K
Empower Advisory Group, LLC 0.00% No change 3,694 $870K
Resona Asset Management Co.,Ltd. 0.00% No change 3,678 $866K
Arkadios Wealth Advisors 0.03% Add +13.1% 3,677 $866K
Vise Technologies, Inc. 0.04% — 3,660 $862K
Jones Financial Companies LLLP 0.00% Add +23.3% 3,659 $861K
Lisanti Capital Growth, LLC 0.24% Reduce -82.0% 3,635 $856K
Quantitative Investment Management, LLC 0.11% New 3,623 $853K
Scientech Research LLC 0.21% New 3,618 $852K
Mesirow Financial Investment Management, Inc. 0.02% Add +60.0% 3,603 $848K
Wooster Corthell Wealth Management, Inc. 0.16% Add +0.8% 3,599 $847K
CHICAGO TRUST Co NA 0.12% Reduce -0.1% 3,550 $836K
Linscomb Wealth, Inc. 0.04% Add +0.9% 3,530 $831K
Sherbrooke Park Advisers LLC 0.36% New 3,488 $821K
Canada Pension Plan Investment Board 0.00% Reduce -85.4% 3,400 $801K
Benjamin Edwards Inc. 0.01% Add +69.4% 3,370 $793K
Quarry LP 0.19% Add +2165.5% 3,353 $789K
State of Wyoming 0.10% Reduce -9.0% 3,351 $789K
Assetmark, Inc. 0.00% Add +21.2% 3,314 $780K
Danske Bank A/S 0.00% Reduce -78.1% 3,303 $778K
Stablepoint Partners, LLC 0.13% Add +14.0% 3,266 $769K
Hills Bank & Trust Co 0.05% Reduce -0.7% 3,221 $758K
Diversify Wealth Management, LLC 0.05% Reduce -6.9% 3,583 $745K
Bokf, NA 0.01% Add +4405.7% 3,154 $743K
AXA S.A. 0.00% No change 3,124 $736K
Burney Co./ 0.02% No change 3,116 $734K
Sheets Smith Wealth Management 0.08% New 3,061 $721K
Prudential PLC 0.00% Reduce -64.1% 3,036 $715K
Shell Asset Management Co. 0.02% Reduce -14.9% 3,026 $712K
Keybank National Association 0.00% Reduce -4.4% 3,000 $706K
Mayport, LLC 0.17% New 2,967 $699K
Shelton Capital Management 0.02% Reduce -1.0% 2,962 $697K
First Bank & Trust 0.12% Reduce -0.8% 2,938 $692K
Harbor Investment Advisory, LLC 0.06% Reduce -5.1% 2,913 $686K
Strategic Planning, Inc. 0.41% No change 2,879 $678K
Perpetual Ltd 0.01% Reduce -32.4% 2,741 $645K
Yarbrough Capital, LLC 0.02% No change 2,709 $638K
Commonwealth Equity Services, LLC 0.00% Add +93.6% 2,705 $637K
SummitTX Capital, L.P. 0.03% New 2,700 $636K
Castleark Management LLC 0.02% Reduce -5.3% 2,670 $629K
CIBC Asset Management Inc 0.00% No change 2,652 $624K
Polymer Capital Management (HK) LTD 0.10% Reduce -36.8% 2,615 $616K
Hennion & Walsh Asset Management, Inc. 0.02% Add +74.4% 2,609 $614K
Sigma Planning Corp 0.02% New 2,519 $593K
Trust Point Inc. 0.06% Reduce -36.9% 2,517 $593K
Main Street Financial Solutions, LLC 0.04% No change 2,516 $592K
Sanctuary Advisors, LLC 0.00% Add +5.9% 2,434 $573K
Angeles Wealth Management, LLC 0.04% Reduce -4.8% 2,432 $573K
Quantum Private Wealth, LLC 0.18% No change 2,406 $566K
Tower Research Capital LLC (TRC) 0.01% Add +35.8% 2,355 $554K
Malaga Cove Capital, LLC 0.22% Reduce -7.1% 2,327 $548K
Somerset Trust Co 0.18% Reduce -1.0% 2,325 $547K
Allegiance Financial Group Advisory Services LLC 0.14% Add +0.4% 2,200 $518K
Prelude Capital Management, LLC 0.05% Add +97.8% 2,200 $518K
D.A. Davidson & Co. 0.00% Reduce -9.1% 2,177 $513K
Stephens Inc. 0.01% Reduce -3.5% 2,176 $512K
Entropy Technologies, LP 0.04% Add +3.6% 2,161 $509K
Atria Wealth Solutions, Inc. 0.01% Reduce -21.0% 2,156 $507K
GAMMA Investing LLC 0.03% Add +54.5% 2,147 $506K
KBC Group NV 0.00% Reduce -37.1% 2,108 $496K
Swiss Life Asset Management Ltd 0.00% Add +69.0% 2,068 $487K
Coldstream Capital Management Inc. 0.01% Reduce -8.0% 2,048 $482K
Brooklyn Investment Group 0.06% Add +804.5% 2,026 $477K
Bank of Nova Scotia 0.00% Add +30.9% 2,024 $477K
Meiji Yasuda Asset Management Co Ltd. 0.02% No change 2,001 $471K
Nkcfo LLC 0.20% New 2,000 $471K
Beta Wealth Group, Inc. 0.17% No change 2,000 $471K
Piar LLC 0.52% Reduce -0.4% 2,500 $468K
Callan Family Office, LLC 0.01% New 1,967 $463K
Evergreen Capital Management LLC 0.01% Add +13.1% 1,954 $460K
Washington Trust Advisors, Inc. 0.04% Reduce -16.7% 1,950 $459K
Profund Advisors LLC 0.02% Reduce -4.8% 1,943 $457K
Quantum Portfolio Management LLC 0.21% Reduce -3.5% 1,909 $449K
Brighton Jones LLC 0.01% New 1,897 $447K
Fifth Third Wealth Advisors LLC 0.02% Reduce -20.8% 1,874 $441K
Praxis Investment Management Inc. 0.03% No change 1,850 $436K
Elevation Point Wealth Partners, LLC 0.03% Reduce -40.3% 1,847 $435K
Sequoia Financial Advisors, LLC 0.00% Add +4.1% 1,835 $432K
Wedmont Private Capital 0.02% Add +2.1% 1,863 $431K
Avantax Advisory Services, Inc. 0.00% Add +42.6% 1,817 $428K
Nisa Investment Advisors, LLC 0.00% Add +1.5% 1,811 $426K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -43.4% 1,792 $422K
AE Wealth Management LLC 0.00% Reduce -1.9% 1,789 $421K
Kestra Advisory Services, LLC 0.00% Reduce -1.7% 1,765 $416K
O'Neil Global Advisors, Inc. 0.09% New 1,748 $412K
Regatta Capital Group, LLC 0.07% Reduce -3.1% 1,736 $409K
Legacy Wealth Asset Management, LLC 0.10% Add +2.2% 1,694 $399K
Advisory Services Network, LLC 0.01% Add +7.7% 1,760 $398K
Anb Bank 0.18% Add +6.0% 1,686 $397K
Institute for Wealth Management, LLC. 0.04% Reduce -9.1% 1,634 $385K
Chicago Partners Investment Group LLC 0.01% Add +53.5% 1,719 $385K
Voya Financial Advisors, Inc. 0.04% Reduce -28.3% 1,628 $383K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.5% 1,601 $377K
Baron Wealth Management LLC 0.13% Reduce -10.3% 1,600 $377K
American Trust 0.03% New 1,571 $370K
Forum Financial Management, LP 0.01% Add +7.1% 1,562 $368K
Partners Capital Investment Group, LLP 0.01% No change 1,529 $360K
Mutual Advisors, LLC 0.01% Add +14.1% 1,570 $351K
NorthCrest Asset Manangement, LLC 0.01% Add +5.6% 1,511 $348K
Altfest L J & Co. Inc. 0.04% Reduce -53.0% 1,478 $348K
Rafferty Asset Management, LLC 0.00% Add +2.2% 1,463 $344K
Ballentine Partners, LLC 0.01% Add +23.3% 1,461 $344K
AlphaQuest LLC 0.03% No change 1,453 $342K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 1,433 $337K
Azzad Asset Management Inc. 0.04% Reduce -37.4% 1,432 $337K
Yorktown Management & Research Co Inc 0.31% No change 1,400 $330K
Meeder Advisory Services, Inc. 0.02% Add +28.1% 1,399 $329K
Penserra Capital Management LLC 0.00% Add +271.1% 1,399 $328K
Ritholtz Wealth Management 0.01% New 1,381 $325K
Alliance Wealth Advisors, LLC 0.08% Reduce -2.9% 1,374 $324K
Seeds Investor LLC 0.07% New 1,323 $312K
DMC Group, LLC 0.24% Add +9.2% 1,321 $311K
Venturi Wealth Management, LLC 0.02% New 1,312 $309K
Stevens Capital Management LP 0.08% New 1,308 $308K
Jump Financial, LLC 0.00% New 1,297 $305K
Highland Capital Management, LLC 0.02% Reduce -0.9% 1,289 $303K
Storebrand Asset Management As 0.00% No change 1,270 $299K
Gries Financial LLC 0.05% Add +0.9% 1,268 $299K
Glenmede Investment Management, LP 0.00% — 1,258 $296K
Legacy Trust 0.07% Reduce -4.1% 1,252 $295K
Poinciana Advisors Group, LLC 0.26% Add +6.0% 1,247 $294K
International Assets Investment Management, LLC 0.02% Add +7.4% 1,243 $293K
Kera Capital Partners, Inc. 0.06% New 1,231 $290K
Verdence Capital Advisors LLC 0.02% Reduce -36.8% 1,208 $284K
Cooper Financial Group 0.03% Reduce -3.8% 1,201 $283K
Mgo One Seven LLC 0.01% Reduce -7.1% 1,174 $276K
Altura Wealth Advisors Inc. 0.15% Add +0.4% 1,155 $272K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -12.2% 1,147 $270K
Two Sigma Securities, LLC 0.03% New 1,141 $269K
Element Wealth, LLC 0.12% No change 1,123 $264K
Oppenheimer & Co. Inc. 0.00% Add +4.0% 1,115 $263K
Oddo BHF Asset Management Sas 0.01% No change 1,104 $260K
United Capital Financial Advisors, LLC 0.00% New 1,096 $258K
Avory & Company, LLC 0.15% Add +0.5% 1,079 $254K
IFP Advisors, Inc 0.01% Reduce -41.3% 1,055 $248K
GTS Securities LLC 0.01% New 1,046 $246K
Petrus Trust Company, LTA 0.03% New 1,028 $242K
Hilltop National Bank 0.06% — 1,026 $242K
DRW Securities, LLC 0.02% New 1,026 $242K
Cassaday & Co Wealth Management LLC 0.01% New 1,019 $240K
Keystone Financial Services 0.08% New 1,018 $240K
OneAscent Financial Services LLC 0.02% Reduce -15.7% 1,021 $238K
Equitable Holdings, Inc. 0.00% Reduce -33.2% 1,008 $237K
ZWJ Investment Counsel Inc. 0.01% New 1,000 $235K
Old National Bancorp 0.00% New 998 $235K
Olympiad Research LP 0.38% Reduce -11.8% 990 $233K
National Philanthropic Trust 0.00% Reduce -28.8% 987 $232K
Optivise Advisory Services LLC 0.12% New 984 $232K
Polymer Capital Management (US) LLC 0.04% New 981 $231K
MQS Management LLC 0.13% New 980 $231K
Aptus Capital Advisors, LLC 0.00% New 974 $229K
SYM FINANCIAL Corp 0.03% New 952 $224K
Susquehanna Fundamental Investments, LLC 0.01% Reduce -82.2% 943 $222K
Earned Wealth Advisors, LLC 0.04% New 938 $221K
Gitterman Wealth Management, LLC 0.05% New 929 $219K
Gen-Wealth Partners Inc 0.08% No change 912 $215K
Dynamic Technology Lab Private Ltd 0.03% New 910 $214K
Longboard Asset Management, LP 0.53% New 898 $211K
Parkside Financial Bank & Trust 0.02% Reduce -29.4% 896 $211K
Evoke Wealth, LLC 0.00% New 894 $210K
Essential Partners LLC 0.08% — 882 $208K
Massar Capital Management, LP 0.16% New 879 $207K
Oak Ridge Investments LLC 0.01% New 878 $207K
PDS Planning, Inc 0.01% New 856 $202K
Waverly Advisors, LLC 0.00% New 856 $202K
Fi3 FINANCIAL ADVISORS, LLC 0.07% New 855 $201K
Integrated Investment Consultants, LLC 0.04% New 854 $201K
Diversify Advisory Services, LLC 0.01% New 964 $200K
Douglass Winthrop Advisors, LLC 0.00% New 850 $200K
EverSource Wealth Advisors, LLC 0.01% Add +91.7% 828 $195K
GeoWealth Management, LLC 0.01% Add +4.0% 826 $194K
UMB Bank, n.a. 0.00% Reduce -11.8% 817 $192K
Allworth Financial LP 0.00% Add +18.7% 729 $172K
Larson Financial Group LLC 0.01% Add +106.4% 712 $168K
First Horizon Advisors, Inc. 0.00% Add +16.3% 679 $160K
Versant Capital Management, Inc 0.02% No change 666 $157K
Employees Retirement System of Texas 0.00% New 618 $146K
MAI Capital Management 0.00% Add +188.0% 599 $141K
Group One Trading LLC 0.00% New 591 $139K
Fifth Third Bancorp 0.00% Add +0.9% 574 $135K
Park Place Capital Corp 0.03% Reduce -7.2% 583 $135K
Smartleaf Asset Management LLC 0.01% Reduce -0.7% 571 $134K
National Bank of Canada 0.00% Reduce -28.1% 529 $125K
Amica Retiree Medical Trust 0.17% No change 513 $121K
Farther Finance Advisors, LLC 0.00% Reduce -40.4% 447 $105K
Arcadia Investment Management Corp. 0.02% No change 442 $104K
True Wealth Design, LLC 0.03% Add +1.0% 412 $97K
Principal Securities, Inc. 0.00% Add +31.5% 409 $96K
Goodman Advisory Group, LLC 0.03% New 385 $91K
Advisors Asset Management, Inc. 0.00% Add +187.8% 377 $89K
Wilmington Savings Fund Society, FSB 0.00% Reduce -30.5% 373 $88K
Huntington National Bank 0.00% Reduce -12.9% 366 $86K
Friedenthal Financial 0.05% New 356 $84K
Strengthening Families & Communities, LLC 0.04% No change 326 $77K
Mark Sheptoff Financial Planning, LLC 0.04% No change 300 $71K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -99.5% 271 $64K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -94.5% 253 $60K
Covestor Ltd 0.03% Add +188.5% 251 $59K
Toronto Dominion Bank 0.00% No change 250 $59K
Cullen/Frost Bankers, Inc. 0.00% New 245 $58K
Chilton Capital Management LLC 0.00% New 242 $57K
MassMutual Private Wealth & Trust, FSB 0.00% Add +40.0% 238 $56K
Rothschild Investment LLC 0.00% Reduce -0.4% 227 $53K
Harbor Capital Advisors, Inc. 0.00% Reduce -4.7% 222 $52K
CENTRAL TRUST Co 0.00% Reduce -37.3% 202 $48K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 197 $46K
Caitong International Asset Management Co., Ltd 0.03% New 177 $42K
RiverPark Advisors, LLC 0.03% Reduce -82.6% 175 $41K
Brown, Lisle/Cummings, Inc. 0.01% No change 175 $41K
Steward Partners Investment Advisory, LLC 0.00% Reduce -26.2% 175 $41K
Rise Advisors, LLC 0.02% No change 168 $40K
Medallion Wealth Advisors, LLC 0.01% New 157 $36K
Global Retirement Partners, LLC 0.00% — 151 $36K
Clearstead Advisors, LLC 0.00% Add +214.9% 148 $35K
Westside Investment Management, Inc. 0.01% New 139 $32K
Geneos Wealth Management Inc. 0.00% Add +10.6% 136 $32K
Harbour Investments, Inc. 0.00% Add +35.4% 134 $32K
Harvest Fund Management Co., Ltd 0.00% New 131 $31K
NFSG Corp 0.00% New 127 $30K
Sterling Capital Management LLC 0.00% Reduce -95.2% 126 $30K
SBI Securities Co., Ltd. 0.00% Reduce -4.6% 125 $29K
Contravisory Investment Management, Inc. 0.01% No change 115 $27K
2UniFi Bank 0.02% No change 113 $27K
Inlight Wealth Management, LLC 0.01% No change 110 $26K
Bogart Wealth, LLC 0.00% No change 108 $25K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 99 $23K
Colonial Trust Co / SC 0.00% Reduce -11.7% 98 $23K
Matrix Trust Co 0.00% Reduce -2.3% 87 $20K
Spire Wealth Management 0.00% No change 74 $17K
Hemington Wealth Management 0.00% Add +29.3% 75 $17K
Farmers & Merchants Investments Inc. 0.00% Add +21.1% 69 $16K
Financial Network Wealth Advisors LLC 0.02% New 68 $16K
NewSquare Capital LLC 0.00% Add +96.9% 63 $15K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -30.0% 63 $15K
Private Trust Co. NA 0.00% Reduce -22.1% 60 $14K
New England Capital Financial Advisors LLC 0.01% No change 50 $12K
Main Street Group, LTD 0.00% No change 50 $12K
Darwin Wealth Management, LLC 0.00% No change 50 $12K
Twin Peaks Wealth Advisors, LLC 0.00% New 53 $11K
Grove Bank & Trust 0.00% Reduce -2.2% 45 $11K
TD Waterhouse Canada Inc. 0.00% Reduce -38.4% 45 $10K
Blue Trust, Inc. 0.00% Reduce -38.0% 44 $10K
SWAN Capital LLC 0.00% New 35 $8K
Stone House Investment Management, LLC 0.00% Reduce -44.4% 30 $7K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 27 $6K
Centricity Wealth Management, LLC 0.00% No change 26 $6K
Vision Financial Markets LLC 0.01% No change 25 $6K
Bruce G. Allen Investments, LLC 0.00% Reduce -7.4% 25 $6K
High Note Wealth, LLC 0.00% Reduce -3.9% 25 $6K
Community Bank, N.A. 0.00% New 25 $6K
Bare Financial Services, Inc 0.00% New 24 $6K
Bell Investment Advisors, Inc 0.00% Add +15.0% 23 $5K
SouthState Bank Corp 0.00% Reduce -36.1% 23 $5K
Optiver Holding B.V. 0.00% New 23 $5K
Manchester Capital Management LLC 0.00% Reduce -21.4% 22 $5K
Smithfield Trust Co 0.00% No change 25 $5K
Sachetta, LLC 0.00% No change 21 $5K
Private Wealth Asset Management, LLC 0.00% No change 21 $5K
Tidemark, LLC 0.00% New 20 $5K
LGT Financial Advisors LLC 0.01% New 19 $4K
MV Capital Management, Inc. 0.00% No change 19 $4K
JFS Wealth Advisors, LLC 0.00% Add +35.7% 19 $4K
Cornerstone Planning Group LLC 0.00% Reduce -39.4% 20 $4K
Golden State Wealth Management, LLC 0.00% No change 18 $4K
Sunbelt Securities, Inc. 0.00% No change 24 $4K
Whipplewood Advisors, LLC 0.00% Reduce -6.3% 15 $4K
First Pacific Financial 0.00% Reduce -31.8% 15 $4K
Rossby Financial, LCC 0.00% No change 13 $3K
Hughes Financial Services, LLC 0.00% Add +300.0% 12 $3K
Activest Wealth Management 0.00% Add +0.0% 11 $3K
CVA Family Office, LLC 0.00% No change 11 $3K
Beaird Harris Wealth Management, LLC 0.00% No change 11 $3K
Cromwell Holdings LLC 0.00% Add +150.0% 10 $2K
Painted Porch Advisors LLC 0.00% No change 10 $2K
Private Wealth Management Group, LLC 0.00% No change 10 $2K
Ossiam 0.00% Reduce -88.4% 10 $2K
Ancora Advisors LLC 0.00% New 10 $2K
WealthTrak Capital Management LLC 0.00% Add +800.0% 9 $2K
WPG Advisers, LLC 0.00% Reduce -86.2% 9 $2K
Fortitude Family Office, LLC 0.00% New 9 $2K
Kilter Group LLC 0.00% New 8 $2K
Riggs Asset Managment Co. Inc. 0.00% No change 8 $2K
Rialto Wealth Management, LLC 0.00% Add +133.3% 7 $2K
Country Trust Bank 0.00% New 7 $2K
Principia Wealth Advisory, LLC 0.00% Add +20.0% 6 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $1K
Montag A & Associates Inc. 0.00% Reduce -50.0% 6 $1K
Physician Wealth Advisors, Inc. 0.00% New 5 $1K
Curio Wealth, LLC 0.00% Add +400.0% 5 $1K
AdvisorNet Financial, Inc 0.00% Add +150.0% 5 $1K
Financial Management Professionals, Inc. 0.00% No change 5 $1K
Ameritas Advisory Services, LLC 0.00% New 5 $1K
Avion Wealth 0.00% Add +100.0% 6 $1K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 4 $942
Stephens Consulting, LLC 0.00% New 4 $942
Tortoise Investment Management, LLC 0.00% New 4 $942
CoreCap Advisors, LLC 0.00% Reduce -33.3% 4 $942
ORG Partners LLC 0.00% Add +100.0% 4 $932
Quaker Wealth Management, LLC 0.00% — 3 $707
Rakuten Securities, Inc. 0.00% Reduce -50.0% 3 $706
Dunhill Financial, LLC 0.00% Reduce -98.9% 2 $473
Raleigh Capital Management Inc. 0.00% New 2 $471
American Capital Advisory, LLC 0.00% Reduce -33.3% 2 $471
SJS Investment Consulting Inc. 0.00% Reduce -33.3% 2 $471
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 2 $470
DecisionPoint Financial, LLC 0.00% New 2 $463
TFC Financial Management, Inc. 0.00% New 1 $236
Parkworth Wealth Management, Inc. 0.00% No change 1 $235
HFM Investment Advisors, LLC 0.00% No change 1 $235
Horizon Investments, LLC 0.00% New 1 $235

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