Guidewire SoftwareGWRE
13F holders, Q4 2025 (December 31)672holders −16
64new positions
96sold out
9famous investors
$200.92avg. 13F price*
At the end of Q4 2025, 672 institutions reported holding Guidewire Software Inc. (GWRE) in their 13F filings, down 16 from Q3 2025. 64 opened new positions and 96 sold out. The largest holders were Vanguard Group Inc. ($1.8B), BlackRock, Inc. ($1.8B) and Linonia Partnership LP ($1.1B). 9 famous investors held it, including Ron Baron (2.8% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Guidewire Software Inc.
- CUSIP
- 40171V100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $397.3M |
| Exits | 96 | $128.6M |
All 13F filers, Q3 2025 → Q4 2025: 8,308,641 shares bought and 8,553,776 shares sold, net −245,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 672 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.9% | 8,953,238 | $1.8B |
| BlackRock, Inc. | 0.03% | Reduce -17.1% | 8,885,604 | $1.8B |
| Linonia Partnership LP | 24.39% | Add +24.4% | 5,362,728 | $1.1B |
| Baron Capital (BAMCO) | 2.80% | Reduce -0.4% | 5,147,550 | $1.0B |
| Massachusetts Financial Services Co. | 0.28% | Reduce -11.6% | 4,258,486 | $856.0M |
| State Street Corp. | 0.02% | Add +3.0% | 2,575,273 | $517.7M |
| Darsana Capital Partners LP | 10.02% | Add +25.0% | 2,500,000 | $502.5M |
| Geode Capital Management, LLC | 0.02% | Add +8.9% | 1,778,201 | $357.5M |
| Route One Investment Company, L.P. | 14.01% | Reduce -8.1% | 1,670,414 | $335.8M |
| Stockbridge Partners LLC | 6.39% | Add +39.0% | 1,445,206 | $290.5M |
| AQR Capital Management | 0.14% | Add +3.6% | 1,316,817 | $264.7M |
| Royal Bank of Canada | 0.05% | Add +403.3% | 1,277,591 | $256.8M |
| Blair William & Co. | 0.61% | Reduce -2.0% | 1,134,551 | $228.1M |
| Artisan Partners Limited Partnership | 0.33% | Reduce -20.1% | 1,060,968 | $213.3M |
| Invesco Ltd. | 0.02% | Reduce -17.9% | 1,019,702 | $205.0M |
| Capital World Investors | 0.03% | New | 1,006,940 | $202.4M |
| Franklin Resources Inc. | 0.04% | Add +1.6% | 870,212 | $174.9M |
| Wellington Management Group LLP | 0.03% | Reduce -7.4% | 848,007 | $170.5M |
| Northern Trust Corp. | 0.02% | Reduce -1.9% | 734,240 | $147.6M |
| Brown Brothers Harriman & Co. | 0.80% | Reduce -1.4% | 731,627 | $147.1M |
| SurgoCap Partners LP | 4.00% | Reduce -4.1% | 719,573 | $144.6M |
| JPMorgan Chase & Co. | 0.01% | Add +18.2% | 671,716 | $135.0M |
| Wasatch Advisors LP | 0.74% | Reduce -20.8% | 621,544 | $124.9M |
| Millennium Management | 0.09% | Add +43.3% | 590,988 | $118.8M |
| FMR LLC | 0.01% | Reduce -21.4% | 587,463 | $118.1M |
| Qube Research & Technologies Ltd | 0.17% | Reduce -41.0% | 580,346 | $116.7M |
| Morgan Stanley | 0.01% | Reduce -12.7% | 567,172 | $114.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.4% | 566,230 | $113.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.8% | 515,214 | $103.6M |
| Sculptor Capital LP | 2.12% | Add +33.5% | 510,000 | $102.5M |
| Stephens Investment Management Group LLC | 1.33% | Reduce -5.6% | 509,558 | $102.4M |
| Janus Henderson Group PLC | 0.04% | Reduce -5.8% | 491,386 | $98.7M |
| Nuveen, LLC | 0.03% | Add +1.0% | 487,900 | $98.1M |
| Federated Hermes, Inc. | 0.16% | Reduce -2.6% | 483,335 | $97.2M |
| Bank of America Corp. | 0.01% | Add +9.8% | 471,636 | $94.8M |
| Lord, Abbett & Co. LLC | 0.30% | Reduce -37.8% | 465,441 | $93.6M |
| DF Dent & Co. Inc. | 1.31% | Reduce -6.6% | 452,807 | $91.0M |
| Alliancebernstein L.P. | 0.03% | Reduce -22.1% | 448,463 | $90.1M |
| Allspring Global Investments Holdings, LLC | 0.15% | Add +112.6% | 479,859 | $90.0M |
| 1832 Asset Management L.P. | 0.11% | New | 432,096 | $86.9M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Reduce -24.1% | 420,724 | $84.6M |
| Two Sigma Investments, LP | 0.13% | Add +205.7% | 418,009 | $84.0M |
| RGM Capital, LLC | 3.59% | Reduce -19.6% | 367,744 | $73.9M |
| William Blair Investment Management, LLC | 0.20% | Reduce -11.7% | 358,328 | $72.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.4% | 354,477 | $71.3M |
| Citadel Advisors | 0.05% | Add +46.7% | 349,360 | $70.2M |
| Rathbones Group PLC | 0.27% | Reduce -0.1% | 344,117 | $69.2M |
| Point72 Asset Management | 0.11% | New | 343,535 | $69.1M |
| BNP Paribas Financial Markets | 0.04% | Add +198.5% | 332,984 | $66.9M |
| American Capital Management Inc. | 2.89% | Reduce -2.0% | 325,432 | $65.4M |
| Hudson Way Capital Management LLC | 4.98% | Add +23.3% | 311,912 | $62.7M |
| UBS Group AG | 0.01% | Reduce -17.3% | 299,250 | $60.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +8.5% | 297,036 | $59.7M |
| Congress Asset Management Co. | 0.41% | Reduce -18.7% | 288,327 | $58.0M |
| Sei Investments Co. | 0.06% | Reduce -5.3% | 285,267 | $57.3M |
| Deutsche Bank AG | 0.02% | Reduce -1.2% | 278,637 | $56.0M |
| Rhumbline Advisers | 0.04% | Reduce -2.0% | 268,342 | $53.9M |
| Public Employees Retirement Association of Colorado | 0.20% | Add +4.1% | 264,525 | $53.2M |
| Clearbridge Investments, LLC | 0.04% | Add +0.1% | 262,551 | $52.8M |
| Conestoga Capital Advisors, LLC | 0.88% | Add +3.9% | 259,598 | $52.2M |
| Fiera Capital Corp | 0.16% | Reduce -9.3% | 258,599 | $52.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.7% | 253,061 | $50.9M |
| Freestone Grove Partners LP | 0.36% | Add +291.9% | 250,570 | $50.4M |
| Riverbridge Partners LLC | 0.94% | Reduce -12.2% | 248,875 | $50.0M |
| Capital International Investors | 0.01% | No change | 239,672 | $48.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -41.4% | 233,433 | $46.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.5% | 231,589 | $46.6M |
| Squarepoint Ops LLC | 0.09% | Add +332.5% | 226,773 | $45.6M |
| Assenagon Asset Management S.A. | 0.07% | Add +49.3% | 225,389 | $45.3M |
| Brown Advisory Inc. | 0.06% | Reduce -7.7% | 222,463 | $44.7M |
| Sandhill Capital Partners LLC | 2.97% | Add +100.8% | 207,529 | $41.7M |
| Greenstone Partners & Co., LLC | 7.27% | Add +47.6% | 185,956 | $37.4M |
| Brown Capital Management LLC | 3.03% | Reduce -55.7% | 183,624 | $36.9M |
| Principal Financial Group Inc. | 0.02% | Reduce -2.2% | 182,342 | $36.7M |
| D. E. Shaw & Co. | 0.03% | Add +1604.4% | 176,356 | $35.4M |
| Fred Alger Management, LLC | 0.14% | Reduce -6.2% | 173,068 | $34.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.8% | 172,236 | $34.6M |
| BRX Global LP | 33.33% | No change | 169,447 | $34.1M |
| Swiss National Bank | 0.02% | Add +7.5% | 166,800 | $33.5M |
| Two Sigma Advisers, LP | 0.06% | Add +424.0% | 159,300 | $32.0M |
| Voloridge Investment Management, LLC | 0.11% | Add +53.8% | 156,142 | $31.4M |
| Los Angeles Capital Management LLC | 0.10% | Add +6.2% | 128,447 | $30.4M |
| California Public Employees Retirement System | 0.02% | Reduce -0.0% | 150,412 | $30.2M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -0.4% | 143,969 | $28.9M |
| CIBC Private Wealth Group LLC | 0.05% | Reduce -24.2% | 143,293 | $28.8M |
| New York State Common Retirement Fund | 0.04% | Reduce -6.2% | 143,060 | $28.8M |
| Barclays PLC | 0.01% | Reduce -5.2% | 141,830 | $28.5M |
| Makena Capital Management LLC | 3.36% | Add +1.1% | 139,315 | $28.0M |
| Legal & General Group Plc | 0.01% | Reduce -16.1% | 137,247 | $27.6M |
| Norges Bank | 0.00% | — | 136,991 | $27.5M |
| Wells Fargo & Company | 0.01% | Add +1.0% | 129,427 | $26.0M |
| Teca Partners, LP | 15.41% | Add +18.8% | 126,156 | $25.4M |
| Shannon River Fund Management LLC | 3.97% | No change | 126,057 | $25.3M |
| Anabranch Capital Management, LP | 16.84% | Add +276.6% | 124,645 | $25.1M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -1.2% | 123,147 | $24.8M |
| Bank of Montreal | 0.01% | Reduce -1.3% | 120,821 | $24.3M |
| Ranger Investment Management, L.P. | 1.65% | Reduce -0.3% | 119,596 | $24.0M |
| Frontier Capital Management Co. LLC | 0.26% | Reduce -57.5% | 119,563 | $24.0M |
| Nomura Holdings Inc. | 0.07% | Add +5.7% | 118,508 | $23.8M |
| Gavilan Investment Partners LLC | 5.55% | No change | 115,000 | $23.1M |
"% of holder's portfolio" is GWRE's weight in each manager's 13F, not the share of Guidewire Software Inc. the manager owns.