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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions64$397.3M
Exits96$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
Renaissance Technologies 0.04% Reduce -20.4% 113,900 $22.9M
Jain Global LLC 0.23% Add +513.4% 112,258 $22.6M
Capital Fund Management S.A. 0.20% Add +25.2% 103,863 $20.9M
Retirement Systems of Alabama 0.07% Add +0.2% 102,036 $20.5M
H Squared Management LP 17.22% — 100,000 $20.1M
Parnassus Investments, LLC 0.05% Reduce -55.8% 99,502 $20.0M
Nomura Asset Management International Inc. 0.03% — 94,086 $18.9M
Bessemer Group Inc. 0.03% Add +0.1% 93,244 $18.7M
Natixis Advisors, LLC 0.03% Reduce -14.5% 90,948 $18.3M
Jane Street Group, LLC 0.02% Add +24.1% 88,898 $17.9M
Engineers Gate Manager LP 0.21% Reduce -12.1% 86,752 $17.4M
Oakcliff Capital Partners, LP 7.17% Add +26.6% 83,183 $16.7M
Balyasny Asset Management L.P. 0.03% Add +555.3% 81,316 $16.3M
First Trust Advisors LP 0.01% Reduce -52.9% 81,037 $16.3M
Night Owl Capital Management, LLC 1.78% Add +1.7% 80,920 $16.3M
California State Teachers Retirement System 0.02% Add +5.5% 80,149 $16.1M
Edmond DE Rothschild Holding S.A. 0.23% Add +1.4% 79,245 $15.9M
Comerica Bank 0.06% Add +52.0% 78,659 $15.8M
Westwind Capital 3.19% Reduce -1.3% 77,789 $15.6M
Ameriprise Financial Inc. 0.00% Reduce -29.4% 75,016 $15.1M
State Board of Administration of Florida Retirement System 0.03% Reduce -1.8% 71,753 $14.4M
Quantinno Capital Management LP 0.03% Add +30.8% 71,331 $14.3M
Mercer Global Advisors Inc. 0.02% Reduce -4.3% 64,146 $12.9M
Mariner, LLC 0.02% Reduce -1.3% 63,631 $12.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -12.0% 61,674 $12.4M
New York State Teachers Retirement System 0.02% Add +0.2% 61,233 $12.3M
Robeco Institutional Asset Management B.V. 0.02% Reduce -47.0% 60,804 $12.2M
Russell Investments Group, Ltd. 0.01% Reduce -0.6% 59,904 $12.0M
Whittier Trust Co. 0.13% Reduce -0.2% 63,387 $11.9M
Advisors Capital Management, LLC 0.14% Add +12.7% 56,748 $11.4M
State of Wisconsin Investment Board 0.03% Add +0.1% 55,808 $11.2M
Allianz Asset Management GmbH 0.01% Reduce -1.1% 55,491 $11.2M
M&G PLC 0.06% Add +9.4% 53,535 $10.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Reduce -3.3% 52,417 $10.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +8.3% 55,979 $10.5M
State Farm Mutual Automobile Insurance Co. 0.01% No change 49,900 $10.0M
CANADA LIFE ASSURANCE Co 0.02% Reduce -20.8% 48,782 $9.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.3% 46,900 $9.4M
MetLife Investment Management, LLC 0.04% Reduce -3.4% 45,633 $9.2M
Oppenheimer Asset Management Inc. 0.11% Reduce -11.8% 45,566 $9.2M
Segall Bryant & Hamill, LLC 0.12% Reduce -9.0% 45,246 $9.1M
Kornitzer Capital Management Inc. 0.19% Reduce -13.5% 44,849 $9.0M
Mutual of America Capital Management LLC 0.09% Add +1.3% 44,231 $8.9M
Driehaus Capital Management LLC 0.06% Reduce -63.3% 43,287 $8.7M
AQR Arbitrage LLC 0.23% Reduce -18.4% 42,954 $8.6M
LPL Financial LLC 0.00% Add +3.9% 42,306 $8.5M
Ieq Capital, LLC 0.03% Reduce -38.9% 41,668 $8.4M
Quest Investment Management LLC 0.89% Reduce -11.6% 41,101 $8.3M
Amalgamated Bank 0.06% Reduce -2.8% 40,262 $8.1M
Trexquant Investment LP 0.07% Reduce -68.7% 40,210 $8.1M
SG Americas Securities, LLC 0.01% Add +920.6% 38,782 $7.8M
Osaic Holdings, Inc. 0.01% Reduce -13.6% 38,392 $7.7M
Thompson Siegel & Walmsley LLC 0.13% Add +10.4% 38,200 $7.7M
Osterweis Capital Management Inc. 0.43% Reduce -41.6% 37,644 $7.6M
Greenwich Wealth Management LLC 0.34% Add +0.1% 37,378 $7.5M
Police & Firemen's Retirement System of New Jersey 0.06% Reduce -3.3% 35,942 $7.2M
Motley Fool Wealth Management, LLC 0.56% Reduce -13.9% 35,925 $7.2M
Stifel Financial Corp. 0.01% Reduce -30.4% 35,608 $7.2M
Treasurer of the State of North Carolina 0.02% Reduce -5.5% 35,560 $7.1M
Navellier & Associates Inc. 0.79% Add +0.4% 35,232 $7.1M
Zacks Investment Management 0.06% Reduce -1.0% 35,222 $7.1M
GDS Wealth Management 0.44% Reduce -24.6% 34,954 $7.0M
Victory Capital Management Inc. 0.00% Add +9.3% 34,843 $7.0M
STRS Ohio 0.03% Reduce -37.0% 34,033 $6.8M
Motley Fool Asset Management LLC 0.25% Reduce -7.9% 32,275 $6.5M
M.D. Sass, LLC 0.51% Add +72.5% 32,186 $6.5M
Cerity Partners LLC 0.01% Reduce -20.0% 31,825 $6.4M
Algert Global LLC 0.10% Reduce -49.5% 31,443 $6.3M
Whittier Trust Co. of Nevada Inc. 0.13% Add +1.1% 32,856 $6.2M
Gotham Asset Management 0.02% Reduce -42.4% 30,723 $6.2M
Hantz Financial Services, Inc. 0.09% Reduce -17.1% 30,353 $6.1M
Entropy Technologies, LP 0.32% New 29,039 $5.8M
State of New Jersey Common Pension Fund D 0.02% Add +2.5% 27,940 $5.6M
Zurich Insurance Group Ltd 0.04% New 27,598 $5.5M
Lido Advisors, LLC 0.02% Reduce -1.9% 27,442 $5.5M
American Century Companies Inc. 0.00% Reduce -94.7% 27,413 $5.5M
Y-Intercept (Hong Kong) Ltd 0.12% Reduce -1.7% 27,294 $5.5M
Lyell Wealth Management, LP 0.39% Reduce -1.0% 26,952 $5.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +14.3% 26,597 $5.3M
Teachers Retirement System of the State of Kentucky 0.04% No change 26,170 $5.3M
Public Employees Retirement System of Ohio 0.02% Reduce -48.0% 25,715 $5.2M
Occudo Quantitative Strategies LP 0.35% Add +434.2% 25,686 $5.2M
Orion Porfolio Solutions, LLC 0.04% Reduce -2.6% 25,361 $5.1M
Buckhead Capital Management LLC 1.75% Add +1.7% 24,215 $4.9M
Marshall Wace, LLP 0.00% Reduce -81.7% 23,936 $4.8M
Badgley Phelps Wealth Managers, LLC 0.09% Add +8.8% 23,841 $4.8M
Pathstone Holdings, LLC 0.02% Reduce -17.9% 23,553 $4.7M
Louisiana State Employees Retirement System 0.08% Add +0.4% 23,500 $4.7M
Arizona State Retirement System 0.03% Reduce -0.7% 23,500 $4.7M
State of Tennessee, Department of Treasury 0.01% Reduce -6.2% 33,417 $4.7M
Sava Infond d.o.o. 0.63% No change 23,300 $4.7M
Handelsbanken Fonder AB 0.01% Reduce -5.0% 22,995 $4.6M
Ameritas Investment Partners, Inc. 0.14% Reduce -3.5% 22,666 $4.6M
Essex Investment Management Co. LLC 0.69% Reduce -1.7% 22,514 $4.5M
Cetera Investment Advisers 0.00% Reduce -8.1% 22,382 $4.5M
FIL Ltd 0.00% No change 22,200 $4.5M
HRT Financial LP 0.01% New 21,812 $4.4M
Brevan Howard Capital Management LP 0.09% Reduce -20.8% 21,763 $4.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -1.5% 21,275 $4.3M
Creative Planning 0.00% Reduce -19.0% 20,777 $4.2M
Voya Investment Management LLC 0.00% Reduce -63.6% 20,510 $4.1M
Yousif Capital Management, LLC 0.04% Reduce -0.8% 26,368 $4.1M
Cwm, LLC 0.01% Reduce -36.5% 20,167 $4.1M
HB Wealth Management, LLC 0.03% Reduce -2.1% 20,162 $4.1M
State of Michigan Retirement System 0.02% Add +0.5% 20,100 $4.0M
Sone Capital Management, LLC 0.32% Add +322.5% 19,584 $3.9M
Citigroup Inc. 0.00% Reduce -66.1% 19,203 $3.9M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +1.4% 19,023 $3.8M
Bridgewater Associates 0.01% Reduce -44.8% 18,962 $3.8M
KLP Kapitalforvaltning As 0.01% Add +10.2% 18,400 $3.7M
Tairen Capital Ltd 0.38% New 18,000 $3.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +2.8% 17,929 $3.6M
Independent Advisor Alliance 0.09% Reduce -9.7% 17,712 $3.6M
Teacher Retirement System of Texas 0.01% Reduce -17.4% 17,654 $3.5M
Man Group plc 0.01% Add +65.2% 17,344 $3.5M
New Age Alpha Advisors, LLC 0.15% Add +25.3% 17,209 $3.5M
New Mexico Educational Retirement Board 0.10% No change 17,200 $3.5M
US Bancorp \de 0.00% Add +16.2% 17,055 $3.4M
Oregon Public Employees Retirement Fund 0.04% Add +0.3% 17,022 $3.4M
Xponance LLC 0.03% Reduce -5.6% 16,934 $3.4M
Federation des caisses Desjardins du Quebec 0.01% Add +3.2% 16,738 $3.4M
CI Investments Inc. 0.01% Reduce -9.8% 16,650 $3.3M
Commerce Bank 0.02% Reduce -9.2% 16,420 $3.3M
Canada Pension Plan Investment Board 0.00% Add +68.8% 16,200 $3.3M
DLD Asset Management, LP 1.07% No change 15,400 $3.1M
Agf Management Ltd. 0.01% Reduce -7.7% 14,328 $2.9M
Credit Agricole S A 0.01% No change 14,314 $2.9M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -3.4% 14,040 $2.8M
Utah Retirement Systems 0.03% Add +0.4% 13,895 $2.8M
Rockefeller Capital Management L.P. 0.01% Add +59.3% 13,709 $2.8M
Pacer Advisors, Inc. 0.01% Add +20.6% 13,528 $2.7M
Verition Fund Management LLC 0.02% Reduce -64.6% 13,300 $2.7M
Captrust Financial Advisors 0.01% Reduce -7.6% 12,986 $2.6M
Regions Financial Corp. 0.02% Reduce -3.4% 12,796 $2.6M
Pictet Asset Management Holding SA 0.00% Add +11.3% 12,514 $2.5M
Walleye Capital LLC 0.02% Add +9491.5% 12,469 $2.5M
Inspire Advisors, LLC 0.23% New 12,469 $2.5M
TD Asset Management Inc 0.00% Add +1.5% 12,447 $2.5M
XTX Topco Ltd 0.07% Add +349.9% 12,382 $2.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +1316.2% 12,363 $2.5M
Ensign Peak Advisors, Inc 0.00% Reduce -39.6% 12,144 $2.4M
Alps Advisors Inc. 0.01% Add +13.3% 11,694 $2.4M
O'shaughnessy Asset Management, LLC 0.01% Add +0.5% 11,562 $2.3M
Quantbot Technologies LP 0.08% Add +440.1% 11,456 $2.3M
Truist Financial Corp. 0.00% Reduce -3.0% 11,406 $2.3M
Susquehanna International Group, LLP 0.00% Reduce -69.3% 10,919 $2.2M
Elo Mutual Pension Insurance Co 0.03% New 10,871 $2.2M
Corient Private Wealth LP 0.00% Add +36.9% 10,820 $2.2M
Sciencast Management LP 0.30% New 10,684 $2.1M
Barbara Oil Co. 0.78% No change 10,500 $2.1M
Asset Management One Co., Ltd. 0.01% Reduce -25.2% 10,067 $2.0M
Next Century Growth Investors LLC 0.14% Reduce -14.3% 9,943 $2.0M
MML Investors Services, LLC 0.00% Add +0.2% 9,929 $2.0M
Oak Thistle LLC 0.27% Reduce -37.9% 9,544 $1.9M
Eventide Asset Management, LLC 0.03% Reduce -29.0% 9,193 $1.9M
Catalyst Funds Management Pty Ltd 0.43% Reduce -4.2% 9,119 $1.8M
Ethic Inc. 0.03% Reduce -1.1% 9,016 $1.8M
BDF-Gestion 0.22% New 8,969 $1.8M
Quadrant Capital Group LLC 0.05% Add +0.2% 8,917 $1.8M
Harbour Capital Advisors, LLC 0.36% Reduce -3.8% 9,332 $1.8M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -3.2% 8,643 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -9.1% 8,370 $1.7M
Schonfeld Strategic Advisors LLC 0.01% Reduce -48.0% 8,093 $1.6M
Park Avenue Securities LLC 0.01% Add +21.8% 8,007 $1.6M
Amundi 0.00% Add +351.2% 7,937 $1.6M
DNB Asset Management AS 0.01% Reduce -9.4% 7,852 $1.6M
Abn Amro Investment Solutions 0.02% Reduce -10.5% 7,815 $1.6M
TD Private Client Wealth LLC 0.03% Reduce -2.2% 7,704 $1.5M
M&T Bank Corp 0.01% Add +11.2% 7,690 $1.5M
Tidal Investments LLC 0.01% Add +30.5% 7,514 $1.5M
Janney Montgomery Scott LLC 0.00% Reduce -1.4% 7,513 $1.5M
Summit Trail Advisors, LLC 0.03% Add +45.5% 7,497 $1.5M
Baird Financial Group, Inc. 0.00% Add +27.4% 7,457 $1.5M
Picton Mahoney Asset Management 0.02% Reduce -80.5% 7,415 $1.5M
National Bank of Canada 0.00% Add +723.0% 7,325 $1.5M
HighTower Advisors, LLC 0.00% Reduce -26.9% 7,281 $1.5M
HSBC Holdings PLC 0.00% Reduce -73.5% 7,237 $1.5M
Private Advisor Group, LLC 0.01% Add +62.4% 7,085 $1.4M
Amica Mutual Insurance Co. 0.12% No change 7,064 $1.4M
Main Management ETF Advisors, LLC 0.05% Add +1.0% 7,047 $1.4M
PNC Financial Services Group, Inc. 0.00% Reduce -0.6% 6,970 $1.4M
New York Life Investment Management LLC 0.01% Reduce -15.8% 6,769 $1.4M
Walleye Trading LLC 0.02% Add +14.6% 6,738 $1.4M
Horizon Investments, LLC 0.02% Reduce -63.5% 6,632 $1.3M
Virtu Financial LLC 0.05% Add +132.8% 6,543 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +201.8% 6,352 $1.3M
Securian Asset Management, Inc. 0.05% Reduce -1.7% 6,199 $1.2M
Acadian Asset Management LLC 0.00% Reduce -33.3% 6,090 $1.2M
Parr McKnight Wealth Management Group, LLC 0.16% Reduce -14.1% 6,053 $1.2M
QRG Capital Management, Inc. 0.01% Add +10.2% 5,886 $1.2M
Callan Family Office, LLC 0.03% Add +255.0% 5,883 $1.2M
Prudential Financial Inc. 0.00% Reduce -37.9% 5,804 $1.2M
HighPoint Advisor Group LLC 0.03% Reduce -17.6% 5,809 $1.2M
Connable Office Inc. 0.11% No change 5,793 $1.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -14.8% 5,766 $1.2M
Mackenzie Financial Corp. 0.00% Add +8.8% 5,693 $1.2M
Hennion & Walsh Asset Management, Inc. 0.04% Add +87.0% 5,695 $1.1M
Polymer Capital Management (US) LLC 0.15% Add +163.4% 5,631 $1.1M
Pallas Capital Advisors LLC 0.04% Reduce -15.7% 5,472 $1.1M
Focus Partners Wealth 0.00% Reduce -86.9% 5,396 $1.1M
Crossmark Global Holdings, Inc. 0.02% Reduce -1.6% 5,393 $1.1M
Signaturefd, LLC 0.02% Reduce -1.6% 5,340 $1.1M
Brooklyn Investment Group 0.05% Add +144.1% 5,075 $1.0M
Castleark Management LLC 0.03% Add +10.9% 5,100 $1.0M
Prescott Group Capital Management, L.L.C. 0.09% No change 5,000 $1.0M
Oak Ridge Investments LLC 0.06% Add +27.2% 4,998 $1.0M
NewEdge Wealth, LLC 0.01% Add +0.8% 4,987 $1.0M
Mirabella Financial Services LLP 0.10% New 4,963 $998K
Stablepoint Partners, LLC 0.15% Add +4.8% 4,903 $986K
Exchange Traded Concepts, LLC 0.01% Add +57.2% 4,866 $978K
&partners 0.01% Reduce -8.0% 4,849 $975K
Arax Advisory Partners 0.03% Reduce -76.1% 4,746 $954K
Vancity Investment Management Ltd 0.13% Add +5.0% 4,694 $943K
Aviso Financial Inc. 0.04% Reduce -0.0% 4,681 $941K
Prudential PLC 0.01% Add +30.2% 4,653 $935K
Jones Financial Companies LLLP 0.00% Reduce -30.4% 4,531 $911K
United Capital Financial Advisors, LLC 0.01% Add +1.2% 4,466 $898K
Bailard, Inc. 0.02% Add +14.3% 4,463 $897K
Moore Capital Management, LP 0.02% Reduce -2.4% 4,450 $894K
Vise Technologies, Inc. 0.02% Add +17.9% 4,356 $876K
WoodTrust Financial Corp 0.10% Reduce -18.7% 4,350 $874K
Fox Run Management, L.L.C. 0.13% Reduce -38.8% 4,321 $869K
Intrust Bank NA 0.07% Add +5.4% 4,248 $854K
Norden Group LLC 0.08% Reduce -13.7% 4,233 $851K
Swiss Life Asset Management Ltd 0.00% Add +14.3% 4,229 $850K
Intech Investment Management LLC 0.01% Reduce -86.5% 4,228 $850K
Assetmark, Inc. 0.00% Add +11.0% 4,147 $834K
Panagora Asset Management Inc. 0.00% Reduce -36.8% 4,136 $831K
Dark Forest Capital Management LP 0.04% New 4,116 $827K
Evergreen Capital Management LLC 0.02% Add +24.6% 4,113 $827K
D.A. Davidson & Co. 0.01% Add +21.7% 4,110 $826K
Maryland State Retirement & Pension System 0.02% No change 4,070 $818K
State of Wyoming 0.09% Add +103.8% 4,064 $817K
NewEdge Advisors, LLC 0.00% Add +5.4% 3,868 $777K
Vident Advisory, LLC 0.01% Reduce -6.4% 3,814 $767K
Resona Asset Management Co.,Ltd. 0.00% No change 3,801 $764K
PCM Encore, LLC 0.16% — 3,785 $761K
Procyon Advisors, LLC 0.04% Add +4.5% 3,777 $759K
Merit Financial Group, LLC 0.01% Reduce -16.0% 3,744 $753K
Arkadios Wealth Advisors 0.01% Reduce -0.3% 3,727 $749K
Empower Advisory Group, LLC 0.00% Reduce -0.1% 3,704 $745K
Compound Planning, Inc. 0.02% Reduce -6.7% 3,669 $738K
Vestmark Advisory Solutions, Inc. 0.01% New 3,647 $733K
Lazard Asset Management LLC 0.00% Reduce -25.9% 3,563 $716K
RMR Wealth Builders 0.06% No change 3,559 $715K
Atria Investments, Inc 0.01% Reduce -14.6% 3,504 $704K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -5.8% 3,490 $702K
Tower Research Capital LLC (TRC) 0.02% Reduce -7.5% 3,477 $699K
Quantum Portfolio Management LLC 0.31% Reduce -22.1% 3,473 $698K
Woodline Partners LP 0.00% New 3,460 $695K
CHICAGO TRUST Co NA 0.11% Reduce -1.4% 3,460 $695K
ProShare Advisors LLC 0.00% Reduce -4.8% 3,409 $685K
Linscomb Wealth, Inc. 0.03% Reduce -5.8% 3,406 $685K
Magnetar Financial LLC 0.01% Reduce -61.5% 3,374 $678K
Argonautica Private Wealth Management, Inc. 0.20% Reduce -11.3% 3,373 $678K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -55.3% 3,355 $674K
Graham Capital Management, L.P. 0.03% Add +31.0% 3,325 $668K
LMR Partners LLP 0.01% Reduce -72.0% 3,304 $664K
Hills Bank & Trust Co 0.04% No change 3,209 $645K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.24% New 3,200 $643K
Parallel Advisors, LLC 0.01% Reduce -18.6% 3,152 $634K
First Bank & Trust 0.10% Add +3.9% 3,061 $615K
Portside Wealth Group, LLC 0.08% Reduce -18.1% 3,034 $610K
Keybank National Association 0.00% Add +1.6% 3,031 $609K
Farther Finance Advisors, LLC 0.01% Add +72.7% 3,019 $607K
Neuberger Berman Group LLC 0.00% Reduce -98.2% 2,973 $598K
North Dakota State Investment Board 0.02% — 2,948 $593K
Mayport, LLC 0.12% Reduce -0.8% 2,942 $591K
AlphaQuest LLC 0.03% Add +88.1% 2,932 $589K
R Squared Ltd 0.28% Add +168.7% 2,931 $589K
Gibbs Wealth Management 0.14% Reduce -26.0% 3,169 $587K
Harbor Investment Advisory, LLC 0.04% No change 2,913 $586K
Strategic Planning, Inc. 0.31% No change 2,879 $579K
Coldstream Capital Management Inc. 0.01% Reduce -2.2% 2,877 $578K
Diversify Wealth Management, LLC 0.03% Reduce -2.3% 3,213 $577K
Shelton Capital Management 0.01% Reduce -3.8% 2,849 $573K
DUTCH ASSET Corp 0.44% — 2,835 $570K
Lighthouse Investment Partners, LLC 0.02% New 2,835 $570K
Calamos Advisors LLC 0.00% Reduce -63.2% 2,795 $562K
Commonwealth Equity Services, LLC 0.00% Add +16.1% 2,734 $550K
Sequoia Financial Advisors, LLC 0.00% Add +5.2% 2,719 $547K
Yarbrough Capital, LLC 0.02% No change 2,709 $545K
Oppenheimer & Co. Inc. 0.01% Reduce -4.6% 2,702 $543K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -0.4% 2,652 $533K
CIBC Asset Management Inc 0.00% No change 2,652 $533K
Benjamin Edwards Inc. 0.01% Reduce -40.6% 2,558 $514K
Farringdon Capital, Ltd. 0.13% Reduce -5.3% 2,544 $511K
Stephens Inc. 0.01% Add +22.1% 2,538 $510K
Coerente Capital Management 0.09% New 2,530 $509K
Florida Financial Advisors, LLC 0.14% Add +18.6% 2,491 $500K
Atlas Capital Advisors Inc. 0.06% — 2,458 $494K
Quantum Private Wealth, LLC 0.14% No change 2,406 $484K
Angeles Wealth Management, LLC 0.03% No change 2,347 $472K
KBC Group NV 0.00% Add +10.7% 2,334 $469K
Malaga Cove Capital, LLC 0.16% No change 2,327 $468K
Trust Point Inc. 0.04% Reduce -8.0% 2,322 $467K
Somerset Trust Co 0.14% Reduce -18.0% 2,283 $459K
Twinbeech Capital LP 0.03% Reduce -97.6% 2,265 $455K
Ameritas Advisory Services, LLC 0.02% New 2,241 $450K
Empowered Funds, LLC 0.01% Reduce -16.9% 2,223 $447K
Allegiance Financial Group Advisory Services LLC 0.09% Reduce -1.1% 2,175 $437K
GAMMA Investing LLC 0.02% Reduce -0.1% 2,130 $428K
Laird Norton Wetherby Trust Company, LLC 0.01% New 2,126 $427K
Sanctuary Advisors, LLC 0.00% Reduce -23.6% 2,119 $426K
Chesapeake Asset Management LLC 0.35% No change 2,085 $419K
AE Wealth Management LLC 0.00% Add +0.9% 2,024 $407K
Beta Wealth Group, Inc. 0.16% No change 2,000 $402K
Aaron Wealth Advisors LLC 0.02% New 1,972 $396K
Meiji Yasuda Asset Management Co Ltd. 0.02% No change 1,956 $393K
PDT Partners, LLC 0.03% Reduce -20.0% 1,948 $392K
Curi Capital, LLC 0.01% New 1,927 $387K
Main Street Financial Solutions, LLC 0.03% Reduce -20.8% 1,927 $387K
Advisory Services Network, LLC 0.01% Add +1.5% 1,909 $384K
Wedmont Private Capital 0.01% Add +4.9% 2,033 $382K
Profund Advisors LLC 0.01% Reduce -3.5% 1,898 $382K
Scientech Research LLC 0.24% Add +96.7% 1,888 $380K
Fifth Third Wealth Advisors LLC 0.01% Add +0.4% 1,882 $378K
Praxis Investment Management Inc. 0.02% No change 1,850 $372K
Arista Wealth Management, LLC 0.05% New 1,845 $371K
Evolve Private Wealth, LLC 0.02% — 1,837 $369K
Nisa Investment Advisors, LLC 0.00% No change 1,811 $364K
Index Technologies Group LLC 0.37% — 1,774 $357K
Waverly Advisors, LLC 0.00% Add +65.0% 1,762 $354K
Jefferies Financial Group Inc. 0.00% Add +71.6% 1,740 $350K
Kestra Advisory Services, LLC 0.00% Add +0.9% 1,733 $348K
Bank of Nova Scotia 0.00% Reduce -9.9% 1,712 $344K
Dynamic Technology Lab Private Ltd 0.08% Reduce -81.3% 1,706 $343K
Meeder Advisory Services, Inc. 0.01% Add +8.1% 1,697 $341K
Legacy Wealth Asset Management, LLC 0.08% Add +1.6% 1,688 $339K
Net Worth Advisory Group 0.07% Add +14.1% 1,658 $333K
Anb Bank 0.13% Reduce -1.3% 1,634 $328K
Regatta Capital Group, LLC 0.05% Reduce -5.3% 1,621 $326K
AlphaGrep UK Ltd 0.11% — 1,604 $322K
DMC Group, LLC 0.21% Add +6.5% 1,595 $321K
Baron Wealth Management LLC 0.10% Reduce -0.2% 1,575 $317K
Mutual Advisors, LLC 0.01% Reduce -2.0% 1,567 $315K
Forum Financial Management, LP 0.00% No change 1,562 $314K
Voya Financial Advisors, Inc. 0.03% Reduce -3.8% 1,532 $312K
Turtle Creek Wealth Advisors, LLC 0.02% New 1,547 $311K
Bank of Nova Scotia Trust Co. 0.03% New 1,530 $308K
Partners Capital Investment Group, LLP 0.01% No change 1,529 $307K
Guggenheim Capital LLC 0.00% Reduce -66.5% 1,498 $301K
Glenmede Trust Co. NA 0.00% — 1,498 $301K
Journey Retirement Planning & Investment Management LLC 0.06% — 1,482 $298K
Financial Consulate, Inc. 0.04% Reduce -16.8% 1,480 $297K
Gsa Capital Partners LLP 0.03% New 1,461 $294K
Great Lakes Advisors, LLC 0.00% Reduce -86.6% 1,449 $291K
Eurizon Capital SGR S.p.A. 0.00% — 1,439 $291K
Mgo One Seven LLC 0.01% Add +3.0% 1,429 $287K
Rafferty Asset Management, LLC 0.00% Reduce -1.8% 1,429 $287K
Ballentine Partners, LLC 0.00% Reduce -16.5% 1,422 $286K
Yorktown Management & Research Co Inc 0.23% No change 1,400 $281K
Machina Capital S.A.S. 0.05% Reduce -78.6% 1,390 $279K
Ritholtz Wealth Management 0.01% Reduce -0.4% 1,390 $279K
Institute for Wealth Management, LLC. 0.03% Reduce -9.6% 1,381 $278K
Cibc World Market Inc. 0.00% New 1,378 $277K
Azzad Asset Management Inc. 0.03% Reduce -2.9% 1,371 $276K
Equitable Holdings, Inc. 0.00% Add +10.9% 1,354 $272K
Jump Financial, LLC 0.00% Reduce -62.2% 1,351 $272K
City Center Advisors, LLC 0.25% New 1,332 $268K
TCW Group Inc. 0.00% New 1,310 $263K
NorthCrest Asset Manangement, LLC 0.01% Reduce -32.2% 1,391 $259K
Chicago Partners Investment Group LLC 0.01% Reduce -27.0% 1,592 $255K
AlphaCore Capital LLC 0.01% Add +4.6% 1,265 $254K
Perigon Wealth Management, LLC 0.00% Add +11.1% 1,265 $254K
Boothbay Fund Management, LLC 0.01% Reduce -67.2% 1,264 $254K
Washington Trust Advisors, Inc. 0.02% No change 1,250 $251K
Verdence Capital Advisors LLC 0.01% Add +2.0% 1,249 $251K
Legacy Trust 0.05% Reduce -1.3% 1,248 $251K
Burney Co./ 0.01% Reduce -60.2% 1,241 $249K
Legato Capital Management LLC 0.02% New 1,195 $240K
Avory & Company, LLC 0.15% Add +10.0% 1,187 $239K
Seeds Investor LLC 0.05% Add +2.6% 1,173 $236K
Kera Capital Partners, Inc. 0.03% Add +22.9% 1,673 $235K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -1.5% 1,168 $235K
Krilogy Financial LLC 0.01% Reduce -65.1% 1,446 $234K
Sivia Capital Partners, LLC 0.05% New 1,151 $231K
Altura Wealth Advisors Inc. 0.10% No change 1,150 $231K
IFP Advisors, Inc 0.01% Add +4.2% 1,150 $231K
International Assets Investment Management, LLC 0.02% Reduce -8.1% 1,143 $230K
Aster Capital Management (DIFC) Ltd 0.10% New 1,133 $228K
Element Wealth, LLC 0.09% No change 1,123 $226K
Lifeworks Advisors, LLC 0.03% No change 1,121 $225K
Earned Wealth Advisors, LLC 0.02% Add +12.9% 1,117 $225K
Cambria Investment Management, L.P. 0.01% Reduce -3.4% 1,116 $224K
Cassaday & Co Wealth Management LLC 0.00% Add +9.9% 1,085 $218K
Poinciana Advisors Group, LLC 0.17% Reduce -9.0% 1,077 $216K
Advisors Asset Management, Inc. 0.00% Add +41.6% 1,073 $216K
Cooper Financial Group 0.02% Reduce -8.0% 1,054 $212K
Allworth Financial LP 0.00% Reduce -7.4% 1,053 $212K
PharVision Advisers, LLC 0.11% New 1,040 $209K
Syon Capital LLC 0.01% New 1,040 $209K
Global Retirement Partners, LLC 0.00% Add +725.4% 1,040 $209K
Chevy Chase Trust Holdings, LLC 0.00% No change 1,033 $208K
Agp Franklin, LLC 0.10% New 1,029 $207K
MQS Management LLC 0.12% New 1,028 $207K
Hilltop National Bank 0.05% No change 1,026 $206K
Focus Financial Network, Inc. 0.01% Reduce -3.8% 1,018 $205K
Keystone Financial Services 0.06% Reduce -0.9% 1,017 $204K
Virtus Advisers, LLC 0.10% No change 1,000 $201K
ZWJ Investment Counsel Inc. 0.01% No change 1,000 $201K
UMB Bank, n.a. 0.00% Add +15.8% 990 $199K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -55.7% 948 $191K
Parkside Financial Bank & Trust 0.01% Reduce -2.9% 935 $188K
Dara Capital Us, Inc. 0.16% — 926 $186K
Gen-Wealth Partners Inc 0.06% Add +1.4% 925 $186K
Bokf, NA 0.00% Reduce -48.5% 894 $180K
Natixis 0.00% Reduce -61.3% 827 $166K
Fifth Third Bancorp 0.00% Add +6.3% 814 $164K
Essential Partners LLC 0.05% Reduce -28.8% 810 $163K
EverSource Wealth Advisors, LLC 0.01% Reduce -19.7% 796 $160K
Employees Retirement System of Texas 0.00% No change 781 $157K
Chung Wu Investment Group, LLC 0.12% New 700 $141K
Versant Capital Management, Inc 0.02% Reduce -13.9% 674 $135K
Smartleaf Asset Management LLC 0.01% Add +3.9% 648 $131K
iA Global Asset Management Inc. 0.00% New 618 $124K
Sterling Capital Management LLC 0.00% Add +377.9% 607 $122K
Fortress Investment Group LLC 0.03% New 600 $121K
Covestor Ltd 0.06% Add +13.5% 581 $117K
Bayforest Capital Ltd 0.08% Reduce -78.2% 538 $108K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.0% 512 $103K
Park Place Capital Corp 0.02% No change 508 $102K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +18.3% 505 $102K
Danske Bank A/S 0.00% Reduce -98.9% 500 $101K
Caitong International Asset Management Co., Ltd 0.02% Add +471.3% 497 $100K
Arcadia Investment Management Corp. 0.01% No change 442 $89K
Penserra Capital Management LLC 0.00% Reduce -0.2% 430 $86K
Pittenger & Anderson Inc. 0.00% Reduce -89.8% 400 $80K
Larson Financial Group LLC 0.00% Reduce -8.3% 384 $77K
Daiwa Securities Group Inc. 0.00% New 380 $76K
SageView Advisory Group, LLC 0.00% New 373 $75K
Wilmington Savings Fund Society, FSB 0.00% Add +2.0% 357 $72K
Quarry LP 0.01% Reduce -81.4% 352 $71K
MAI Capital Management 0.00% Add +0.9% 345 $69K
Medallion Wealth Advisors, LLC 0.02% Add +121.9% 344 $69K
Westfuller Advisors, LLC 0.03% Add +2.4% 338 $68K
Strengthening Families & Communities, LLC 0.02% No change 326 $66K
Clearstead Advisors, LLC 0.00% Add +20.4% 325 $65K
Mark Sheptoff Financial Planning, LLC 0.03% No change 300 $60K
First Horizon Corp. 0.00% Add +1.1% 270 $54K
Westside Investment Management, Inc. 0.01% No change 278 $52K
MassMutual Private Wealth & Trust, FSB 0.00% Add +4.0% 257 $52K
Toronto Dominion Bank 0.00% Add +1.6% 254 $51K
Harbour Investments, Inc. 0.00% Add +83.0% 247 $50K
Chilton Capital Management LLC 0.00% No change 242 $49K
Rothschild Investment LLC 0.00% Reduce -78.2% 211 $42K
True Wealth Design, LLC 0.01% Reduce -64.5% 209 $42K
Cullen/Frost Bankers, Inc. 0.00% Add +8.4% 207 $42K
CENTRAL TRUST Co 0.00% Add +1.5% 205 $41K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 197 $37K
Flagship Harbor Advisors, LLC 0.00% New 178 $36K
Brown, Lisle/Cummings, Inc. 0.01% No change 175 $35K
Hazlett, Burt & Watson, Inc. 0.01% No change 155 $31K
RiverPark Advisors, LLC 0.02% Reduce -16.0% 147 $30K
Huntington National Bank 0.00% Reduce -17.0% 132 $27K
SBI Securities Co., Ltd. 0.00% Add +3.2% 130 $26K
Harvest Fund Management Co., Ltd 0.00% No change 131 $26K
Contravisory Investment Management, Inc. 0.00% No change 115 $23K
SHP Wealth Management 0.00% — 115 $23K
Cornerstone Planning Group LLC 0.00% Reduce -1.4% 142 $23K
Root Financial Partners, LLC 0.00% Reduce -8.8% 114 $23K
2UniFi Bank 0.01% No change 113 $23K
Measured Wealth Private Client Group, LLC 0.01% Reduce -10.5% 111 $22K
Bogart Wealth, LLC 0.00% Reduce -1.8% 108 $22K
New Millennium Group LLC 0.01% New 104 $21K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 99 $20K
Colonial Trust Co / SC 0.00% No change 98 $20K
Reflection Asset Management 0.01% — 80 $16K
Bayban 0.01% — 76 $15K
Pinnacle Wealth Planning Services, Inc. 0.00% New 76 $15K
Spire Wealth Management 0.00% Reduce -56.9% 75 $15K
Rossby Financial, LCC 0.00% Add +100.0% 74 $15K
Farmers & Merchants Investments Inc. 0.00% Add +2.8% 74 $15K
CBIZ Investment Advisory Services, LLC 0.00% New 71 $14K
Activest Wealth Management 0.00% Add +88.2% 64 $13K
Transamerica Financial Advisors, LLC 0.00% Add +43.2% 63 $13K
Quent Capital, LLC 0.00% Reduce -77.9% 57 $11K
Zions Bancorporation, National Association 0.00% New 57 $11K
Ossiam 0.00% Add +116.0% 54 $11K
EFG International AG 0.00% — 54 $11K
Neo Ivy Capital Management 0.00% New 53 $11K
Wealth Preservation Advisors, LLC 0.01% New 50 $10K
New England Capital Financial Advisors LLC 0.00% No change 50 $10K
Darwin Wealth Management, LLC 0.00% No change 50 $10K
Financial Network Wealth Advisors LLC 0.01% Reduce -29.4% 48 $10K
Grove Bank & Trust 0.00% No change 45 $9K
Simplex Trading, LLC 0.00% New 45 $9K
Geneos Wealth Management Inc. 0.00% Reduce -41.6% 45 $9K
TD Waterhouse Canada Inc. 0.00% No change 45 $9K
Basecamp Wealth Advisors LLC 0.00% — 44 $9K
Blue Trust, Inc. 0.00% Reduce -2.4% 41 $8K
Elequin Capital, LP 0.00% New 38 $8K
Birchwood Financial Partners, Inc. 0.01% — 37 $7K
SWAN Capital LLC 0.00% No change 35 $7K
IFC & Insurance Marketing, Inc. 0.01% — 35 $7K
Osbon Capital Management LLC 0.01% — 34 $7K
Elyxium Wealth, LLC 0.00% New 34 $7K
Purpose Unlimited Inc. 0.00% — 34 $7K
Bare Financial Services, Inc 0.00% Reduce -6.1% 31 $6K
First Pacific Financial 0.00% Add +76.5% 30 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 27 $5K
Johnson Financial Group, Inc. 0.00% No change 27 $5K
MidFirst Bank 0.00% — 1,056 $5K
High Note Wealth, LLC 0.00% No change 26 $5K
Golden State Wealth Management, LLC 0.00% No change 26 $5K
First Command Advisory Services, Inc. 0.00% No change 26 $5K
Vision Financial Markets LLC 0.01% No change 25 $5K
Bruce G. Allen Investments, LLC 0.00% No change 25 $5K
Community Bank, N.A. 0.00% No change 25 $5K
SRH Advisors, LLC 0.00% New 24 $5K
Keating Financial Advisory Services, Inc. 0.00% — 24 $5K
Sachetta, LLC 0.00% No change 21 $4K
JFS Wealth Advisors, LLC 0.00% Add +10.5% 21 $4K
Bell Investment Advisors, Inc 0.00% Reduce -13.0% 20 $4K
Tidemark, LLC 0.00% No change 20 $4K
Meramec Financial Planners, LLC 0.00% — 30 $4K
MV Capital Management, Inc. 0.00% No change 19 $4K
IMA Advisory Services, Inc. 0.00% New 18 $4K
Manchester Capital Management LLC 0.00% No change 17 $3K
Bravera Wealth 0.00% — 17 $3K
Benson Wealth Management INC 0.00% — 13 $3K
AdvisorNet Financial, Inc 0.00% Add +160.0% 13 $3K
Inspire Investing, LLC 0.00% New 12 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 11 $2K
CVA Family Office, LLC 0.00% No change 11 $2K
North Star Investment Management Corp. 0.00% New 11 $2K
Private Wealth Management Group, LLC 0.00% No change 10 $2K
Cornerstone Financial Management LLC 0.00% — 10 $2K
Cromwell Holdings LLC 0.00% No change 10 $2K
Avion Wealth 0.00% Add +37.5% 11 $2K
HFM Investment Advisors, LLC 0.00% Add +350.0% 9 $2K
SouthState Bank Corp 0.00% Reduce -60.0% 8 $2K
Signature Equity Partners, LLC 0.00% — 8 $2K
Aspect Partners, LLC 0.00% No change 8 $2K
Optima Capital LLC 0.00% New 8 $2K
Fortitude Family Office, LLC 0.00% Reduce -11.1% 8 $2K
Investors Portfolio Services LLC 0.00% — 8 $2K
Rialto Wealth Management, LLC 0.00% No change 7 $1K
Physician Wealth Advisors, Inc. 0.00% Add +40.0% 7 $1K
Principia Wealth Advisory, LLC 0.00% Add +16.7% 7 $1K
Hughes Financial Services, LLC 0.00% Reduce -41.7% 7 $1K
Ancora Advisors LLC 0.00% Reduce -30.0% 7 $1K
Salomon & Ludwin, LLC 0.00% Reduce -82.9% 7 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $1K
Montag A & Associates Inc. 0.00% Reduce -78.3% 5 $1K
Curio Wealth, LLC 0.00% New 5 $1K
SJS Investment Consulting Inc. 0.00% Add +150.0% 5 $1K
Retirement Wealth Solutions LLC 0.00% Reduce -84.8% 5 $1K
Legacy Wealth Managment, LLC 0.00% New 5 $1K
Financial Management Professionals, Inc. 0.00% No change 5 $1K
Country Trust Bank 0.00% Reduce -16.7% 5 $1K
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 4 $805
Armstrong Advisory Group, Inc. 0.00% New 4 $805
CoreCap Advisors, LLC 0.00% No change 4 $804
Sound Income Strategies, LLC 0.00% New 4 $636
Quaker Wealth Management, LLC 0.00% No change 3 $604
Bay Harbor Wealth Management, LLC 0.00% No change 3 $603
Dunhill Financial, LLC 0.00% No change 2 $410
American Capital Advisory, LLC 0.00% No change 2 $403
DecisionPoint Financial, LLC 0.00% No change 2 $403
Elevation Wealth Partners, LLC 0.00% Reduce -80.0% 2 $403
1015 Capital Partners, LLC 0.00% — 2 $402
Cape Investment Advisory, Inc. 0.00% New 2 $402
ORG Partners LLC 0.00% Reduce -50.0% 2 $402
Trust Co 0.00% New 2 $402
Abound Wealth Management 0.00% New 1 $208
Seneschal Advisors, LLC 0.00% No change 1 $202
TFC Financial Management, Inc. 0.00% No change 1 $202
Davis Capital Management 0.00% Reduce -50.0% 1 $201
Rakuten Securities, Inc. 0.00% Reduce -93.8% 1 $201
United Financial Planning Group LLC 0.00% New 1 $201
Private Wealth Asset Management, LLC 0.00% Reduce -95.2% 1 $201

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