Guidewire SoftwareGWRE

13F holders, Q1 2026 (March 31)
597holders −75
89new positions
163sold out
7famous investors
$149.61avg. 13F price*

At the end of Q1 2026, 597 institutions reported holding Guidewire Software Inc. (GWRE) in their 13F filings, down 75 from Q4 2025. 89 opened new positions and 163 sold out. The largest holders were BlackRock, Inc. ($1.4B), Linonia Partnership LP ($1.1B) and Baron Capital (BAMCO) ($986.7M). 7 famous investors held it, including Ron Baron (3.0% of Baron Capital (BAMCO)'s portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.1% of Gotham 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions89$453.9M
Exits163$671.2M

All 13F filers, Q4 2025 → Q1 2026: 16,920,831 shares bought and 13,666,173 shares sold, net +3,254,658 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 597 holders

BlackRock, Inc. 0.02% Add +5.0% 9,327,701 $1.4B
Linonia Partnership LP 21.25% Add +42.7% 7,651,130 $1.1B
Baron Capital (BAMCO) 2.98% Add +28.2% 6,597,453 $986.7M
Vanguard Portfolio Management LLC 0.04% — 4,594,571 $687.2M
Darsana Capital Partners LP 12.74% Add +60.0% 4,000,000 $598.2M
Vanguard Capital Management LLC 0.01% — 3,843,061 $574.8M
Massachusetts Financial Services Co. 0.15% Reduce -29.7% 2,995,337 $452.2M
State Street Corp. 0.01% Add +1.8% 2,620,690 $392.0M
Royal Bank of Canada 0.06% Add +59.4% 2,036,729 $304.6M
Route One Investment Company, L.P. 12.11% Add +10.7% 1,849,364 $276.6M
Geode Capital Management, LLC 0.02% Reduce -3.9% 1,708,372 $255.6M
Principal Financial Group Inc. 0.09% Add +547.3% 1,180,334 $176.5M
T. Rowe Price Investment Management, Inc. 0.12% New 1,154,411 $172.7M
Artisan Partners Limited Partnership 0.28% Add +7.9% 1,145,240 $171.3M
Wellington Management Group LLP 0.03% Add +31.7% 1,116,519 $167.0M
Blair William & Co. 0.42% Reduce -14.0% 975,296 $145.9M
JPMorgan Chase & Co. 0.01% Add +27.7% 857,850 $124.3M
Wasatch Advisors LP 0.80% Add +28.9% 801,489 $119.9M
Northern Trust Corp. 0.01% Add +2.2% 750,070 $112.2M
Jane Street Group, LLC 0.12% Add +722.7% 731,345 $109.4M
Morgan Stanley 0.01% Add +27.0% 720,134 $107.7M
Brown Brothers Harriman & Co. 0.57% Reduce -3.5% 706,244 $105.6M
Bank of America Corp. 0.01% Add +47.5% 695,515 $104.0M
Franklin Resources Inc. 0.02% Reduce -27.6% 629,738 $94.2M
Assenagon Asset Management S.A. 0.15% Add +179.0% 628,759 $94.0M
DF Dent & Co. Inc. 1.77% Add +36.5% 618,275 $92.5M
Charles Schwab Investment Management Inc. 0.01% Add +7.3% 607,737 $90.9M
Arrowstreet Capital, Limited Partnership 0.05% Add +42.2% 598,396 $89.5M
1832 Asset Management L.P. 0.11% Add +30.1% 561,952 $84.0M
FMR LLC 0.00% Reduce -6.9% 547,011 $81.8M
Vanguard Fiduciary Trust Co. 0.02% — 540,135 $80.8M
Stephens Investment Management Group LLC 1.08% Add +3.0% 524,818 $78.5M
Bank of New York Mellon Corp 0.01% Add +0.2% 516,225 $77.2M
Sculptor Capital LP 1.83% No change 510,000 $76.3M
Westfield Capital Management Co. LP 0.31% New 486,581 $72.8M
Nuveen, LLC 0.02% Reduce -1.4% 481,204 $72.0M
Quantinno Capital Management LP 0.12% Add +558.0% 469,374 $70.2M
Brown Advisory Inc. 0.11% Add +95.0% 433,818 $64.9M
Goldman Sachs Group Inc. 0.01% Add +79.3% 418,670 $62.6M
Hudson Way Capital Management LLC 5.94% Add +33.3% 415,635 $62.2M
Greenstone Partners & Co., LLC 15.31% Add +117.4% 404,319 $60.5M
Soma Equity Partners LP 4.25% New 385,359 $57.6M
Deutsche Bank AG 0.02% Add +35.6% 377,951 $56.5M
Federated Hermes, Inc. 0.09% Reduce -22.6% 373,993 $55.9M
D. E. Shaw & Co. 0.05% Add +112.1% 373,976 $55.9M
Janus Henderson Group PLC 0.03% Reduce -26.0% 363,562 $54.4M
Point72 Asset Management 0.10% Add +5.4% 361,983 $54.1M
AustralianSuper Pty Ltd 0.27% New 346,755 $51.9M
Rathbones Group PLC 0.21% Reduce -0.1% 343,747 $51.4M
Allspring Global Investments Holdings, LLC 0.09% Reduce -27.9% 345,976 $51.4M
William Blair Investment Management, LLC 0.17% Reduce -4.7% 341,501 $51.1M
Dimensional Fund Advisors LP 0.01% Reduce -5.6% 334,635 $50.0M
American Capital Management Inc. 2.60% Reduce -0.4% 324,196 $48.5M
Conestoga Capital Advisors, LLC 0.82% Add +5.9% 274,841 $41.1M
Rhumbline Advisers 0.04% Add +2.1% 274,042 $41.0M
Ameriprise Financial Inc. 0.01% Add +261.5% 271,151 $40.6M
Clearbridge Investments, LLC 0.03% Reduce -0.2% 262,121 $39.2M
Frontier Capital Management Co. LLC 0.40% Add +117.1% 259,527 $38.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +1.3% 256,266 $38.3M
T. Rowe Price Associates Inc. 0.00% Reduce -16.3% 248,561 $37.2M
Sandhill Capital Partners LLC 3.11% Add +16.6% 242,036 $36.2M
Raymond James Financial Inc. 0.01% Add +3.6% 239,924 $35.9M
Riverbridge Partners LLC 0.84% Reduce -7.8% 229,512 $34.3M
Sei Investments Co. 0.03% Reduce -22.5% 221,066 $33.1M
AQR Capital Management 0.01% Reduce -83.7% 215,307 $31.9M
Millennium Management 0.02% Reduce -65.2% 205,873 $30.8M
Congress Asset Management Co. 0.22% Reduce -29.6% 202,874 $30.3M
UBS Group AG 0.01% Reduce -32.4% 202,374 $30.3M
Makena Capital Management LLC 3.46% Add +44.0% 200,643 $30.0M
Fiera Capital Corp 0.10% Reduce -25.6% 192,295 $28.8M
Envestnet Asset Management Inc. 0.01% Add +4.1% 179,357 $26.8M
BNP Paribas Financial Markets 0.02% Reduce -46.4% 178,642 $26.7M
New York State Common Retirement Fund 0.04% Add +24.7% 178,435 $26.7M
Northwestern Mutual Wealth Management Co. 0.02% Add +18258.3% 174,037 $26.0M
Swiss National Bank 0.01% Add +0.8% 168,200 $25.2M
Thrivent Financial for Lutherans 0.05% Add +30.2% 160,355 $24.0M
Susquehanna Fundamental Investments, LLC 0.86% New 153,449 $22.9M
Gavilan Investment Partners LLC 6.01% Add +30.0% 149,500 $22.4M
Driehaus Capital Management LLC 0.16% Add +243.5% 148,686 $22.2M
Parnassus Investments, LLC 0.06% Add +48.1% 147,343 $22.0M
Invesco Ltd. 0.00% Reduce -85.7% 145,570 $21.8M
Alliancebernstein L.P. 0.01% Reduce -75.9% 108,016 $21.7M
Oakcliff Capital Partners, LP 9.51% Add +73.3% 144,183 $21.6M
Stockbridge Partners LLC 0.49% Reduce -90.6% 136,435 $20.4M
Brown Capital Management LLC 2.78% Reduce -28.7% 130,955 $19.6M
Anabranch Capital Management, LP 16.88% Add +4.0% 129,697 $19.4M
Edmond DE Rothschild Holding S.A. 0.28% Add +63.4% 129,462 $19.4M
Bessemer Group Inc. 0.03% Add +35.0% 125,906 $18.8M
Legal & General Group Plc 0.00% Reduce -13.0% 119,421 $17.9M
Balyasny Asset Management L.P. 0.04% Add +46.3% 118,925 $17.8M
Gotham Asset Management 0.05% Add +286.1% 118,623 $17.7M
Wells Fargo & Company 0.00% Reduce -9.0% 117,784 $17.6M
Ranger Investment Management, L.P. 1.24% Reduce -4.1% 114,745 $17.2M
Bank of Montreal 0.01% Reduce -7.5% 111,757 $16.7M
California Public Employees Retirement System 0.01% Reduce -26.4% 110,644 $16.5M
Retirement Systems of Alabama 0.05% Add +2.1% 104,228 $15.6M
Lord, Abbett & Co. LLC 0.05% Reduce -77.9% 102,988 $15.4M
Nomura Holdings Inc. 0.13% Reduce -14.5% 101,373 $15.2M
Barclays PLC 0.01% Reduce -29.6% 99,869 $14.9M
California State Teachers Retirement System 0.02% Add +22.5% 98,191 $14.7M
Qube Research & Technologies Ltd 0.02% Reduce -83.5% 95,585 $14.3M
Nomura Asset Management International Inc. 0.02% Add +0.6% 94,663 $14.2M
Corient Private Wealth LP 0.02% Add +763.8% 93,462 $13.9M
Man Group plc 0.03% Add +400.0% 86,727 $13.0M
Fifth Third Bancorp 0.02% Add +10299.5% 84,652 $12.7M
Loomis Sayles & Co. L P 0.02% Reduce -41.4% 84,445 $12.6M
Night Owl Capital Management, LLC 1.42% Add +0.7% 81,448 $12.2M
Susquehanna International Group, LLP 0.02% Add +634.4% 80,190 $12.0M
TD Asset Management Inc 0.01% Add +529.6% 78,366 $11.7M
Two Sigma Investments, LP 0.01% Reduce -81.4% 77,864 $11.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% — 75,904 $11.4M
Public Employees Retirement Association of Colorado 0.04% Reduce -71.3% 75,825 $11.3M
State Board of Administration of Florida Retirement System 0.02% No change 71,753 $10.7M
Whittier Trust Co. 0.12% Add +9.9% 69,638 $10.3M
Thompson Siegel & Walmsley LLC 0.18% Add +75.7% 67,100 $10.0M
Allianz Asset Management GmbH 0.01% Add +15.6% 64,156 $9.6M
Shannon River Fund Management LLC 1.79% Reduce -50.1% 62,863 $9.4M
Advisors Capital Management, LLC 0.11% Add +9.4% 62,094 $9.3M
Oberndorf William E 17.31% New 61,751 $9.2M
Mercer Global Advisors Inc. 0.01% Reduce -6.3% 60,100 $9.0M
Marble Harbor Investment Counsel, LLC 0.97% New 59,940 $9.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +15.4% 60,508 $8.9M
Teca Partners, LP 7.05% Reduce -53.1% 59,099 $8.8M
New York State Teachers Retirement System 0.02% Reduce -5.1% 58,133 $8.7M
Manufacturers Life Insurance Company, The 0.01% Add +22.9% 57,616 $8.6M
Fred Alger Management, LLC 0.04% Reduce -67.1% 56,874 $8.5M
Russell Investments Group, Ltd. 0.01% Reduce -5.4% 56,649 $8.5M
State of Wisconsin Investment Board 0.02% Add +0.8% 56,262 $8.4M
M.D. Sass, LLC 0.63% Add +71.5% 55,208 $8.3M
Natixis Advisors, LLC 0.01% Reduce -39.7% 54,835 $8.2M
Jain Global LLC 0.11% Reduce -51.5% 54,405 $8.1M
Citadel Advisors 0.01% Reduce -84.5% 54,108 $8.1M
Algert Global LLC 0.12% Add +71.0% 53,763 $8.0M
BRX Global LP 10.45% Reduce -68.4% 53,601 $8.0M
State Farm Mutual Automobile Insurance Co. 0.01% No change 49,900 $7.5M
Oppenheimer Asset Management Inc. 0.08% Add +9.1% 49,692 $7.4M
Jones Financial Companies LLLP 0.00% Add +1011.8% 50,376 $7.3M
Cypress Point Investment Management LP 1.71% New 48,589 $7.3M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.7% 48,427 $7.3M
GDS Wealth Management 0.42% Add +32.6% 46,342 $6.9M
Stifel Financial Corp. 0.01% Add +30.0% 46,294 $6.9M
MetLife Investment Management, LLC 0.03% Add +0.0% 45,652 $6.8M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -19.7% 44,932 $6.8M
Kornitzer Capital Management Inc. 0.14% Reduce -0.4% 44,675 $6.7M
H Squared Management LP 5.79% Reduce -58.0% 42,000 $6.3M
American Century Companies Inc. 0.00% Add +51.9% 41,639 $6.2M
Mutual of America Capital Management LLC 0.07% Reduce -6.4% 41,396 $6.2M
Amica Mutual Insurance Co. 0.53% Add +480.1% 40,980 $6.1M
First Trust Advisors LP 0.00% Reduce -49.6% 40,830 $6.1M
Amalgamated Bank 0.05% Add +1.3% 40,801 $6.1M
Weiss Asset Management LP 0.16% New 40,700 $6.1M
Mariner, LLC 0.01% Reduce -37.0% 40,097 $6.0M
Cornerstone Advisors, LLC 0.21% New 38,028 $5.7M
Greenwich Wealth Management LLC 0.23% Add +0.2% 37,468 $5.6M
Creative Planning 0.00% Add +77.3% 36,836 $5.5M
Treasurer of the State of North Carolina 0.02% Add +2.2% 36,335 $5.4M
Police & Firemen's Retirement System of New Jersey 0.05% Add +0.7% 36,197 $5.4M
Zacks Investment Management 0.04% Add +2.5% 36,094 $5.4M
Robeco Institutional Asset Management B.V. 0.01% Reduce -41.0% 35,869 $5.4M
Buckhead Capital Management LLC 1.96% Add +43.2% 34,683 $5.2M
Vanguard Global Advisers, LLC 0.00% — 34,541 $5.2M
Capital Fund Management S.A. 0.05% Reduce -66.9% 34,362 $5.1M
Whittier Trust Co. of Nevada Inc. 0.10% Add +4.1% 34,202 $5.1M
State of Tennessee, Department of Treasury 0.02% No change 33,417 $5.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +24.4% 33,084 $4.9M
Highlander Partners, L.P. 1.93% New 33,000 $4.9M
CI Investments Inc. 0.02% Add +90.8% 31,766 $4.8M
Motley Fool Asset Management LLC 0.20% Reduce -5.5% 30,517 $4.6M
Quest Investment Management LLC 0.53% Reduce -26.7% 30,117 $4.5M
Handelsbanken Fonder AB 0.01% Add +27.0% 29,195 $4.4M
Agf Management Ltd. 0.02% Add +102.8% 29,055 $4.3M
Lido Advisors, LLC 0.02% Add +3.9% 28,506 $4.3M
Bayberry Capital Partners LP 1.41% New 28,500 $4.3M
Victory Capital Management Inc. 0.00% Reduce -18.4% 28,418 $4.3M
Canada Pension Plan Investment Board 0.00% Add +75.3% 28,400 $4.2M
State of New Jersey Common Pension Fund D 0.02% No change 27,940 $4.2M
Osaic Holdings, Inc. 0.01% Reduce -28.6% 27,408 $4.1M
Pathstone Holdings, LLC 0.02% Add +15.3% 27,146 $4.1M
Badgley Phelps Wealth Managers, LLC 0.08% Add +13.3% 27,003 $4.0M
Lyell Wealth Management, LP 0.30% Reduce -0.1% 26,930 $4.0M
Motley Fool Wealth Management, LLC 0.45% Reduce -25.8% 26,642 $4.0M
Teachers Retirement System of the State of Kentucky 0.03% No change 26,170 $3.9M
Mirova 0.15% New 25,515 $3.8M
Hantz Financial Services, Inc. 0.06% Reduce -17.2% 25,119 $3.8M
Yousif Capital Management, LLC 0.04% Reduce -4.8% 25,093 $3.8M
Public Employees Retirement System of Ohio 0.01% Reduce -3.1% 24,909 $3.7M
Louisiana State Employees Retirement System 0.06% Add +5.1% 24,700 $3.7M
Ameritas Investment Partners, Inc. 0.11% Add +6.0% 24,022 $3.6M
Arizona State Retirement System 0.02% Reduce -0.7% 23,344 $3.5M
Sava Infond d.o.o. 0.49% No change 23,300 $3.5M
Federation des caisses Desjardins du Quebec 0.01% Add +39.1% 23,286 $3.5M
Regal Partners Ltd 0.19% New 22,949 $3.4M
LPL Financial LLC 0.00% Reduce -47.1% 22,359 $3.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +24.1% 22,259 $3.3M
Walleye Trading LLC 0.07% Add +218.5% 21,462 $3.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.1% 21,302 $3.2M
Vanguard Investments Australia, Ltd. 0.01% — 21,225 $3.2M
Essex Investment Management Co. LLC 0.50% Reduce -6.0% 21,153 $3.2M
Citigroup Inc. 0.00% Add +7.3% 20,602 $3.1M
Orion Porfolio Solutions, LLC 0.03% Reduce -19.1% 20,506 $3.1M
State of Michigan Retirement System 0.02% Add +2.0% 20,500 $3.1M
Xponance LLC 0.02% Add +19.4% 20,216 $3.0M
Summit Trail Advisors, LLC 0.04% Add +163.8% 19,775 $3.0M
Vanguard Personalized Indexing Management, LLC 0.03% Add +39.3% 19,554 $2.9M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.1% 19,047 $2.8M
PNC Financial Services Group, Inc. 0.00% Add +168.6% 18,719 $2.8M
KLP Kapitalforvaltning As 0.01% Add +1.6% 18,700 $2.8M
HB Wealth Management, LLC 0.02% Reduce -8.5% 18,441 $2.8M
Voya Investment Management LLC 0.00% Reduce -13.8% 17,687 $2.6M
Commerce Bank 0.01% Add +7.5% 17,651 $2.6M
Oregon Public Employees Retirement Fund 0.03% Add +2.0% 17,356 $2.6M
New Mexico Educational Retirement Board 0.08% No change 17,200 $2.6M
New Age Alpha Advisors, LLC 0.12% Reduce -2.2% 16,834 $2.5M
Cetera Investment Advisers 0.00% Reduce -30.5% 15,553 $2.3M
Twinbeech Capital LP 0.23% Add +558.5% 14,914 $2.2M
US Bancorp \de 0.00% Reduce -13.4% 14,769 $2.2M
HSBC Holdings PLC 0.00% Add +100.1% 14,479 $2.2M
Pacer Advisors, Inc. 0.01% Add +3.5% 13,996 $2.1M
Utah Retirement Systems 0.02% No change 13,895 $2.1M
Pictet Asset Management Holding SA 0.00% Add +6.2% 13,290 $2.0M
Amundi 0.00% Add +66.5% 13,214 $2.0M
Regions Financial Corp. 0.01% Add +0.4% 12,842 $1.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +3.8% 12,832 $1.9M
Los Angeles Capital Management LLC 0.01% Reduce -90.2% 12,631 $1.9M
XTX Topco Ltd 0.03% Add +1.0% 12,504 $1.9M
SG Americas Securities, LLC 0.00% Reduce -69.1% 11,980 $1.8M
Picton Mahoney Asset Management 0.02% Add +59.0% 11,790 $1.8M
Allstate Corp. 0.02% New 11,568 $1.7M
Caprock Group, LLC 0.04% New 11,176 $1.7M
B. Metzler seel. Sohn & Co. AG 0.01% Add +24.0% 10,720 $1.6M
Barbara Oil Co. 0.61% No change 10,500 $1.6M
Teacher Retirement System of Texas 0.01% Reduce -40.7% 10,467 $1.6M
Walleye Capital LLC 0.01% Reduce -17.1% 10,341 $1.5M
Focus Partners Wealth 0.00% Add +87.8% 10,136 $1.5M
Ieq Capital, LLC 0.01% Reduce -76.1% 9,966 $1.5M
Truist Financial Corp. 0.00% Reduce -13.7% 9,845 $1.5M
M&T Bank Corp 0.00% Add +27.4% 9,801 $1.5M
Marshall Wace, LLP 0.00% Reduce -60.8% 9,376 $1.4M
New York Life Investment Management LLC 0.01% Add +37.4% 9,299 $1.4M
WCM Investment Management, LLC 0.00% New 9,584 $1.4M
Tidal Investments LLC 0.00% Add +23.0% 9,239 $1.4M
Cerity Partners LLC 0.00% Reduce -72.0% 8,896 $1.3M
Captrust Financial Advisors 0.00% Reduce -32.0% 8,824 $1.3M
Private Advisor Group, LLC 0.01% Add +20.4% 8,527 $1.3M
State of Alaska, Department of Revenue 0.01% Reduce -2.0% 8,200 $1.2M
Fox Run Management, L.L.C. 0.21% Add +93.8% 8,375 $1.2M
TD Waterhouse Canada Inc. 0.00% Add +17737.8% 8,027 $1.2M
Empowered Funds, LLC 0.01% Add +239.1% 7,538 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +16.1% 7,376 $1.1M
Stablepoint Partners, LLC 0.16% Add +49.5% 7,332 $1.1M
National Bank of Canada 0.00% Reduce -1.2% 7,238 $1.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +20.8% 6,966 $1.0M
Vestmark Advisory Solutions, Inc. 0.01% Add +90.4% 6,943 $1.0M
Vancity Investment Management Ltd 0.16% Add +46.4% 6,874 $1.0M
Rockefeller Capital Management L.P. 0.00% Reduce -50.4% 6,804 $1.0M
Erste Asset Management GmbH 0.01% New 7,000 $1.0M
&partners 0.01% Add +33.0% 6,450 $1.0M
Callan Family Office, LLC 0.02% Add +13.9% 6,699 $1.0M
Aviso Financial Inc. 0.04% Add +42.1% 6,653 $995K
Signaturefd, LLC 0.02% Add +24.1% 6,626 $991K
Brooklyn Investment Group 0.03% Add +28.0% 6,496 $972K
Hennion & Walsh Asset Management, Inc. 0.03% Add +13.6% 6,469 $968K
Arax Advisory Partners 0.03% Add +36.2% 6,462 $966K
Securian Asset Management, Inc. 0.04% Add +1.6% 6,299 $942K
O'shaughnessy Asset Management, LLC 0.00% Reduce -46.4% 6,203 $928K
Jump Financial, LLC 0.02% Add +354.6% 6,142 $919K
Thornburg Investment Management Inc. 0.01% New 5,891 $881K
Vise Technologies, Inc. 0.02% No change 4,356 $876K
Quadrant Capital Group LLC 0.03% Reduce -34.6% 5,827 $871K
Connable Office Inc. 0.09% No change 5,793 $866K
Crossmark Global Holdings, Inc. 0.01% Add +6.3% 5,732 $857K
Machina Capital S.A.S. 0.17% Add +308.4% 5,676 $849K
Inscription Capital, LLC 0.09% New 5,669 $848K
Prospera Financial Services Inc 0.01% New 5,655 $846K
Aaron Wealth Advisors LLC 0.05% Add +177.9% 5,480 $820K
Lisanti Capital Growth, LLC 0.20% New 5,345 $799K
Altfest L J & Co. Inc. 0.08% New 5,307 $794K
MML Investors Services, LLC 0.00% Reduce -46.8% 5,285 $790K
Swiss Life Asset Management Ltd 0.00% Add +24.4% 5,262 $787K
Farringdon Capital, Ltd. 0.17% Add +105.3% 5,223 $781K
Ensign Peak Advisors, Inc 0.00% Reduce -57.2% 5,203 $778K
Castleark Management LLC 0.03% Add +1.6% 5,180 $775K
QRG Capital Management, Inc. 0.01% Reduce -14.7% 5,022 $751K
Syon Capital LLC 0.04% Add +371.1% 4,900 $733K
Ares Systematic Credit Ltd 3.34% New 5,005 $725K
Bridgefront Capital, LLC 0.18% New 4,720 $706K
Guggenheim Capital LLC 0.01% Add +206.7% 4,594 $687K
Parallel Advisors, LLC 0.01% Add +44.7% 4,561 $682K
Alps Advisors Inc. 0.00% Reduce -61.8% 4,463 $667K
Cwm, LLC 0.00% Reduce -77.9% 4,451 $666K
Tower Research Capital LLC (TRC) 0.02% Add +26.1% 4,385 $656K
Edgestream Partners, L.P. 0.02% New 4,260 $637K
D.A. Davidson & Co. 0.00% Add +3.0% 4,234 $633K
Squarepoint Ops LLC 0.00% Reduce -98.2% 4,143 $620K
DNB Asset Management AS 0.00% Reduce -47.7% 4,108 $614K
Maryland State Retirement & Pension System 0.01% No change 4,070 $609K
Qsemble Capital Management, LP 0.05% New 3,999 $598K
Holocene Advisors, LP 0.00% New 3,970 $594K
PCM Encore, LLC 0.12% Add +1.8% 3,853 $576K
Versant Capital Management, Inc 0.06% Add +468.1% 3,829 $573K
Resona Asset Management Co.,Ltd. 0.00% No change 3,801 $568K
Lazard Asset Management LLC 0.00% Add +6.3% 3,786 $566K
Atria Investments, Inc 0.01% Add +7.9% 3,780 $565K
Diversify Wealth Management, LLC 0.01% Add +25.9% 4,046 $563K
Vontobel Holding Ltd. 0.00% New 3,745 $560K
Commonwealth Equity Services, LLC 0.00% Add +36.8% 3,741 $560K
Empower Advisory Group, LLC 0.00% Add +0.5% 3,721 $557K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 3,696 $553K
United Capital Financial Advisors, LLC 0.00% Reduce -18.0% 3,661 $548K
Procyon Advisors, LLC 0.03% Reduce -4.1% 3,623 $542K
Evergreen Capital Management LLC 0.01% Reduce -13.4% 3,560 $532K
RMR Wealth Builders 0.04% No change 3,559 $532K
Ami Asset Management Corp. 0.03% New 3,543 $530K
Argonautica Private Wealth Management, Inc. 0.16% Add +4.5% 3,526 $527K
HighTower Advisors, LLC 0.00% Reduce -51.6% 3,521 $527K
Neuberger Berman Group LLC 0.00% Add +18.3% 3,516 $526K
Kera Capital Partners, Inc. 0.06% Add +108.7% 3,491 $522K
CHICAGO TRUST Co NA 0.08% No change 3,460 $517K
Keybank National Association 0.00% Add +13.7% 3,447 $516K
Magnetar Financial LLC 0.01% Add +2.2% 3,447 $516K
Prudential Financial Inc. 0.00% Reduce -40.8% 3,435 $514K
ProShare Advisors LLC 0.00% No change 3,409 $510K
Brevan Howard Capital Management LP 0.01% Reduce -84.4% 3,400 $509K
First Bank & Trust 0.08% Add +10.9% 3,396 $508K
Coldstream Capital Management Inc. 0.01% Add +18.0% 3,395 $508K
Sequoia Financial Advisors, LLC 0.00% Add +23.4% 3,354 $502K
Intrust Bank NA 0.04% Reduce -22.4% 3,297 $493K
Hills Bank & Trust Co 0.02% Add +1.5% 3,256 $487K
DUTCH ASSET Corp 0.33% Add +14.3% 3,240 $485K
Jacobs Levy Equity Management, Inc. 0.00% New 3,225 $482K
Oppenheimer & Co. Inc. 0.01% Add +18.9% 3,213 $481K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -14.8% 2,975 $445K
Bank of Nova Scotia 0.00% Add +68.5% 2,885 $431K
Chicago Partners Investment Group LLC 0.01% Add +89.3% 3,013 $431K
Strategic Planning, Inc. 0.22% No change 2,879 $431K
Baker Avenue Asset Management, LP 0.01% New 2,871 $429K
Mayport, LLC 0.08% Reduce -2.5% 2,867 $429K
Meeder Advisory Services, Inc. 0.02% Add +68.7% 2,863 $428K
Shelton Capital Management 0.01% No change 2,849 $426K
Linscomb Wealth, Inc. 0.02% Reduce -17.3% 2,817 $421K
Intech Investment Management LLC 0.00% Reduce -33.6% 2,808 $420K
GAMMA Investing LLC 0.02% Add +30.3% 2,776 $415K
KBC Group NV 0.00% Add +16.5% 2,719 $407K
Norden Group LLC 0.04% Reduce -35.8% 2,718 $407K
Stephens Inc. 0.01% Add +6.1% 2,693 $403K
DRW Securities, LLC 0.02% New 2,681 $401K
CIBC Asset Management Inc 0.00% No change 2,652 $397K
LMR Partners LLP 0.00% Reduce -20.0% 2,644 $395K
State of Wyoming 0.05% Reduce -35.4% 2,627 $393K
Angeles Wealth Management, LLC 0.02% Add +11.9% 2,626 $393K
HUB Investment Partners, LLC 0.01% New 2,615 $391K
Trust Point Inc. 0.03% Add +10.1% 2,557 $382K
Regatta Capital Group, LLC 0.06% Add +56.3% 2,533 $379K
R Squared Ltd 0.20% Reduce -14.8% 2,496 $373K
Farther Finance Advisors, LLC 0.00% Reduce -17.2% 2,500 $371K
North Dakota State Investment Board 0.02% Reduce -15.8% 2,481 $371K
Harbor Investment Advisory, LLC 0.03% Reduce -15.0% 2,475 $370K
Atlas Capital Advisors Inc. 0.04% No change 2,458 $368K
Bank of Nova Scotia Trust Co. 0.03% Add +58.2% 2,421 $362K
Eventide Asset Management, LLC 0.01% Reduce -73.0% 2,487 $360K
Frec Markets, Inc. 0.06% New 2,409 $360K
Quantum Private Wealth, LLC 0.11% No change 2,406 $360K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +11.8% 2,378 $356K
Benjamin Edwards Inc. 0.00% Reduce -8.1% 2,350 $351K
Westwind Capital 0.08% Reduce -97.0% 2,348 $351K
WoodTrust Financial Corp 0.05% Reduce -46.0% 2,350 $351K
Malaga Cove Capital, LLC 0.12% Reduce -0.3% 2,321 $347K
Engineers Gate Manager LP 0.00% Reduce -97.3% 2,321 $347K
Wedmont Private Capital 0.01% Add +23.7% 2,515 $344K
Verdence Capital Advisors LLC 0.02% Add +83.8% 2,296 $343K
Vident Advisory, LLC 0.00% Reduce -40.2% 2,280 $341K
Somerset Trust Co 0.10% Reduce -0.5% 2,271 $340K
Ballentine Partners, LLC 0.00% Add +59.7% 2,271 $340K
Graham Capital Management, L.P. 0.02% Reduce -32.6% 2,240 $335K
Occudo Quantitative Strategies LP 0.02% Reduce -90.7% 2,397 $332K
Calamos Wealth Management LLC 0.01% New 2,207 $330K
Calamos Advisors LLC 0.00% Reduce -21.0% 2,207 $330K
Blackstone Inc. 0.00% New 2,137 $320K
Profund Advisors LLC 0.01% Add +12.0% 2,125 $318K
Rodgers Brothers Inc. 0.04% New 2,084 $312K
Compound Planning, Inc. 0.01% Reduce -43.5% 2,072 $310K
Choreo, LLC 0.00% New 2,059 $308K
STRS Ohio 0.00% Reduce -94.0% 2,030 $304K
Glenmede Trust Co. NA 0.00% Add +35.5% 2,030 $304K
Fifth Third Wealth Advisors LLC 0.01% Add +7.8% 2,028 $303K
Sanctuary Advisors, LLC 0.00% Reduce -4.7% 2,019 $302K
Certuity, LLC 0.02% New 2,003 $300K
Beta Wealth Group, Inc. 0.12% No change 2,000 $299K
Caxton Associates LLP 0.01% New 2,000 $299K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +0.3% 1,961 $293K
Cresset Asset Management, LLC 0.00% New 1,951 $292K
Portside Wealth Group, LLC 0.04% Reduce -35.7% 1,951 $292K
Third View Private Wealth, LLC 0.04% New 1,860 $278K
Ameritas Advisory Services, LLC 0.01% Reduce -18.4% 1,828 $273K
Nisa Investment Advisors, LLC 0.00% Add +0.4% 1,819 $272K
Waverly Advisors, LLC 0.00% Add +3.1% 1,817 $272K
Azzad Asset Management Inc. 0.03% Add +29.3% 1,772 $265K
Net Worth Advisory Group 0.05% Add +6.7% 1,769 $265K
Optas, LLC 0.04% New 1,766 $264K
Ashton Thomas Private Wealth, LLC 0.01% Add +50.3% 1,755 $262K
CIBC Bancorp USA Inc. 0.00% — 1,709 $260K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.10% Reduce -46.9% 1,700 $254K
Legacy Wealth Asset Management, LLC 0.06% Add +0.7% 1,699 $254K
NewEdge Advisors, LLC 0.00% Reduce -56.1% 1,699 $254K
iSAM Funds (UK) Ltd 0.12% New 1,685 $252K
Venturi Wealth Management, LLC 0.01% New 1,673 $250K
Eurizon Capital SGR S.p.A. 0.00% Add +18.6% 1,706 $250K
Merit Financial Group, LLC 0.00% Reduce -56.6% 1,624 $243K
Archer Investment Corp 0.05% New 1,597 $239K
TritonPoint Partners, LLC 0.09% New 1,581 $236K
Mgo One Seven LLC 0.00% Add +9.9% 1,570 $235K
Cibc World Market Inc. 0.00% Add +13.8% 1,568 $235K
Mutual Advisors, LLC 0.01% Reduce -1.0% 1,552 $232K
Arkadios Wealth Advisors 0.00% Reduce -58.5% 1,545 $231K
Partners Capital Investment Group, LLP 0.01% No change 1,529 $229K
National Philanthropic Trust 0.00% New 1,528 $229K
Entropy Technologies, LP 0.01% Reduce -94.8% 1,519 $227K
Arista Wealth Management, LLC 0.03% Reduce -18.2% 1,510 $226K
Baird Financial Group, Inc. 0.00% Reduce -79.8% 1,505 $225K
WINTON GROUP Ltd 0.01% New 1,500 $224K
Elevation Point Wealth Partners, LLC 0.01% New 1,469 $220K
Crestwood Advisors Group, LLC 0.00% New 1,461 $219K
Baron Wealth Management LLC 0.06% Reduce -8.8% 1,436 $215K
Financial Consulate, Inc. 0.03% Reduce -3.7% 1,425 $213K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -46.9% 1,409 $211K
Institute for Wealth Management, LLC. 0.02% Reduce -0.7% 1,371 $205K
DMC Group, LLC 0.14% Reduce -14.9% 1,358 $203K
Voya Financial Advisors, Inc. 0.02% Reduce -8.6% 1,401 $203K
Hilltop National Bank 0.05% Add +24.9% 1,282 $192K
Simplex Trading, LLC 0.01% Add +2717.8% 1,268 $190K
Parkside Financial Bank & Trust 0.01% Add +35.0% 1,262 $189K
Washington Trust Advisors, Inc. 0.02% No change 1,250 $187K
Exane Asset Management 0.04% New 1,038 $179K
Advisors Asset Management, Inc. 0.00% Add +10.9% 1,190 $178K
International Assets Investment Management, LLC 0.01% Reduce -1.0% 1,132 $168K
Horizon Investments, LLC 0.00% Reduce -83.6% 1,088 $163K
Exchange Traded Concepts, LLC 0.00% Reduce -78.0% 1,072 $160K
Virtus Advisers, LLC 0.07% No change 1,000 $150K
UMB Bank, n.a. 0.00% Add +0.1% 991 $148K
Cassaday & Co Wealth Management LLC 0.00% Reduce -9.0% 987 $148K
Dara Capital Us, Inc. 0.14% Add +5.9% 981 $147K
IFP Advisors, Inc 0.00% Reduce -20.4% 915 $137K
Allworth Financial LP 0.00% Reduce -16.1% 884 $132K
V-Square Quantitative Management LLC 0.01% New 845 $126K
MassMutual Private Wealth & Trust, FSB 0.00% Add +228.0% 843 $126K
Employees Retirement System of Texas 0.00% No change 781 $117K
Acadian Asset Management LLC 0.00% Reduce -88.2% 719 $107K
Larson Financial Group LLC 0.00% Add +85.7% 713 $107K
Bokf, NA 0.00% Reduce -24.1% 679 $102K
Steward Partners Investment Advisory, LLC 0.00% Add +30.7% 669 $100K
Bayforest Capital Ltd 0.11% Add +22.3% 658 $98K
Sterling Capital Management LLC 0.00% Add +0.3% 609 $91K
iA Global Asset Management Inc. 0.00% Reduce -2.4% 603 $90K
MAI Capital Management 0.00% Add +71.9% 593 $89K
1620 Investment Advisors, Inc. 0.06% New 581 $87K
Huntington National Bank 0.00% Add +321.2% 556 $83K
Park Place Capital Corp 0.02% Add +6.9% 543 $81K
OP Asset Management Ltd 0.00% New 542 $81K
Smartleaf Asset Management LLC 0.00% Reduce -19.0% 525 $76K
Daiwa Securities Group Inc. 0.00% Add +31.6% 500 $75K
Toronto Dominion Bank 0.00% Add +83.1% 465 $69K
EverSource Wealth Advisors, LLC 0.00% Reduce -42.6% 457 $68K
Arcadia Investment Management Corp. 0.01% No change 442 $66K
Penserra Capital Management LLC 0.00% Add +2.8% 442 $66K
Medallion Wealth Advisors, LLC 0.02% Add +22.4% 421 $63K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -18.6% 411 $61K
Covestor Ltd 0.04% Reduce -32.2% 394 $59K
Plato Investment Management Ltd 0.00% New 374 $56K
Wilmington Savings Fund Society, FSB 0.00% Reduce -2.0% 350 $52K
Elevation Wealth Partners, LLC 0.02% Add +16850.0% 339 $51K
Asset Management One Co., Ltd. 0.00% Reduce -97.0% 301 $45K
Timothy G. Youngquist 2020 Irrevocable Trust 0.02% New 291 $44K
Advisory Services Network, LLC 0.00% Reduce -84.8% 290 $43K
Mark Sheptoff Financial Planning, LLC 0.02% No change 300 $42K
Westside Investment Management, Inc. 0.01% No change 278 $42K
True Wealth Design, LLC 0.01% Add +34.0% 280 $42K
Cullen/Frost Bankers, Inc. 0.00% Add +32.9% 275 $41K
Bogart Wealth, LLC 0.00% Add +127.8% 246 $37K
Leonteq Securities AG 0.00% New 242 $36K
Chilton Capital Management LLC 0.00% No change 242 $36K
CENTRAL TRUST Co 0.00% Add +13.7% 233 $35K
Assetmark, Inc. 0.00% Reduce -94.7% 219 $33K
Rothschild Investment LLC 0.00% Add +1.9% 215 $32K
Ossiam 0.00% Add +294.4% 213 $32K
Harbour Investments, Inc. 0.00% Reduce -17.4% 204 $31K
SHP Wealth Management 0.00% Add +73.9% 200 $30K
Stance Capital LLC 0.01% New 200 $30K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 197 $29K
First Horizon Corp. 0.00% Reduce -34.1% 178 $27K
Brown, Lisle/Cummings, Inc. 0.01% No change 175 $26K
Cornerstone Planning Group LLC 0.00% Add +27.5% 181 $25K
Omega Financial Group, LLC 0.01% New 168 $25K
Kemnay Advisory Services Inc. 0.00% New 162 $24K
Owl Creek Wealth Partners LLC 0.01% — 140 $21K
CX Institutional 0.00% New 134 $20K
Rossby Financial, LCC 0.00% Add +63.5% 121 $18K
Clearstead Advisors, LLC 0.00% Reduce -66.5% 109 $16K
Destiny Wealth Partners, LLC 0.00% New 105 $16K
REAP Financial Group, LLC 0.00% New 100 $15K
Danske Bank A/S 0.00% Reduce -80.0% 100 $15K
JPL Wealth Management, LLC 0.00% New 99 $15K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 99 $15K
Colonial Trust Co / SC 0.00% No change 98 $15K
Bayban 0.01% Add +26.3% 96 $14K
TD Private Client Wealth LLC 0.00% Reduce -98.8% 96 $14K
Twin Peaks Wealth Advisors, LLC 0.00% New 87 $13K
Keating Financial Advisory Services, Inc. 0.00% Add +262.5% 87 $13K
Root Financial Partners, LLC 0.00% Reduce -24.6% 86 $13K
Essential Partners LLC 0.00% Reduce -89.9% 82 $12K
Spire Wealth Management 0.00% Reduce -1.3% 74 $11K
Farmers & Merchants Investments Inc. 0.00% No change 74 $11K
Ancora Advisors LLC 0.00% Add +928.6% 72 $11K
Blue Trust, Inc. 0.00% Add +68.3% 69 $10K
Wall Street Financial Group, Inc. 0.01% New 67 $10K
Zions Bancorporation, National Association 0.00% Add +15.8% 66 $10K
Quent Capital, LLC 0.00% Add +14.0% 65 $10K
Sachetta, LLC 0.00% Add +161.9% 55 $8K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -28.9% 54 $8K
Main Street Group, LTD 0.00% New 50 $7K
New England Capital Financial Advisors LLC 0.00% No change 50 $7K
Activest Wealth Management 0.00% Reduce -23.4% 49 $7K
CVA Family Office, LLC 0.00% Add +336.4% 48 $7K
Transamerica Financial Advisors, LLC 0.00% Reduce -25.4% 47 $7K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -67.7% 50 $7K
Grove Bank & Trust 0.00% No change 45 $7K
Meramec Financial Planners, LLC 0.00% Add +53.3% 46 $7K
JNBA Financial Advisors 0.00% New 39 $6K
First Command Advisory Services, Inc. 0.00% Add +42.3% 37 $6K
Birchwood Financial Partners, Inc. 0.01% Reduce -2.7% 36 $5K
SWAN Capital LLC 0.00% No change 35 $5K
Manchester Capital Management LLC 0.00% Add +105.9% 35 $5K
Osbon Capital Management LLC 0.00% No change 34 $5K
Avion Wealth 0.00% Add +245.4% 38 $5K
First Pacific Financial 0.00% Add +3.3% 31 $5K
MV Capital Management, Inc. 0.00% Add +52.6% 29 $4K
SouthState Bank Corp 0.00% Add +262.5% 29 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 27 $4K
Johnson Financial Group, Inc. 0.00% No change 27 $4K
Bell Investment Advisors, Inc 0.00% Add +30.0% 26 $4K
MidFirst Bank 0.00% Reduce -97.5% 26 $4K
Vision Financial Markets LLC 0.00% No change 25 $4K
Bruce G. Allen Investments, LLC 0.00% No change 25 $4K
Retirement Wealth Solutions LLC 0.00% Add +400.0% 25 $4K
SBI Securities Co., Ltd. 0.00% Reduce -83.1% 22 $3K
Tidemark, LLC 0.00% No change 20 $3K
Cornerstone Financial Management LLC 0.00% Add +80.0% 18 $3K
Golden State Wealth Management, LLC 0.00% Reduce -30.8% 18 $3K
Intentional Wealth Strategies, LLC 0.00% — 16 $2K
Elequin Capital, LP 0.00% Reduce -57.9% 16 $2K
Marquette Asset Management, LLC 0.00% New 15 $2K
Cromwell Holdings LLC 0.00% Add +50.0% 15 $2K
Bare Financial Services, Inc 0.00% Reduce -54.8% 14 $2K
Triumph Capital Management 0.00% New 14 $2K
IMA Advisory Services, Inc. 0.00% Reduce -27.8% 13 $2K
Gill Capital Partners, LLC 0.00% New 12 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 11 $2K
Richardson Capital Management LLC 0.00% New 11 $2K
Physician Wealth Advisors, Inc. 0.00% Add +42.9% 10 $1K
Dunhill Financial, LLC 0.00% Add +350.0% 9 $1K
Private Wealth Management Group, LLC 0.00% Reduce -10.0% 9 $1K
Whipplewood Advisors, LLC 0.00% New 9 $1K
RMG Wealth Management LLC 0.00% New 9 $1K
Kilter Group LLC 0.00% New 8 $1K
Principia Wealth Advisory, LLC 0.00% Add +14.3% 8 $1K
Aspect Partners, LLC 0.00% No change 8 $1K
North Star Investment Management Corp. 0.00% Reduce -27.3% 8 $1K
Signature Equity Partners, LLC 0.00% Reduce -12.5% 7 $1K
Rialto Wealth Management, LLC 0.00% No change 7 $1K
AdvisorNet Financial, Inc 0.00% Reduce -46.1% 7 $1K
Strategic Wealth Partners, Ltd. 0.00% New 7 $1K
Quaker Wealth Management, LLC 0.00% Add +100.0% 6 $898
Basecamp Wealth Advisors LLC 0.00% Reduce -86.4% 6 $897
Legacy Wealth Managment, LLC 0.00% No change 5 $748
American Capital Advisory, LLC 0.00% Add +150.0% 5 $748
Curio Wealth, LLC 0.00% No change 5 $748
Pension & Wealth Management Advisors, Inc. 0.00% New 5 $748
Creative Financial Designs Inc. 0.00% New 5 $748
Sunbelt Securities, Inc. 0.00% New 5 $748
Salomon & Ludwin, LLC 0.00% Reduce -42.9% 4 $603
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 4 $599
Breakwater Investment Management 0.00% New 4 $599
Armstrong Advisory Group, Inc. 0.00% No change 4 $599
Stone House Investment Management, LLC 0.00% New 4 $598
LRI Investments, LLC 0.00% New 4 $598
Hughes Financial Services, LLC 0.00% Reduce -42.9% 4 $598
CoreCap Advisors, LLC 0.00% No change 4 $598
Vermillion Wealth Management, Inc. 0.00% New 3 $449
JFS Wealth Advisors, LLC 0.00% Reduce -85.7% 3 $449
DecisionPoint Financial, LLC 0.00% No change 2 $300
SJS Investment Consulting Inc. 0.00% Reduce -60.0% 2 $300
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.6% 2 $299
Trust Co 0.00% No change 2 $299
Ascentis Independent Advisors 0.00% New 2 $299
Rakuten Securities, Inc. 0.00% No change 1 $150
GHP Investment Advisors, Inc. 0.00% New 1 $150
DiNuzzo Private Wealth, Inc. 0.00% Reduce -83.3% 1 $150
Capital Advisors, Ltd. LLC 0.00% New 3 $0

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