GWRE
Guidewire Software, Inc. · Technology · Software - Application
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow +0.8% ·
net new positions -5.9%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 138.09K | $20.63M | n/a | −3 |
| Q2 2026 | 132 | -6 | 50.09M | $6.16B | +5 | −12 |
| Q1 2026 | 142 | -8 | 52.56M | $7.87B | +2 | −11 |
| Q4 2025 | 150 | +2 | 58.03M | $11.66B | +3 | n/a |
| Q3 2025 | 20 | +1 | 31.00M | $7.13B | +2 | −2 |
| Q2 2025 | 17 | -1 | 28.90M | $6.81B | n/a | −1 |
| Q1 2025 | 15 | 0 | 8.28M | $1.55B | n/a | n/a |
| Q4 2024 | 15 | +1 | 8.35M | $1.41B | +1 | n/a |
| Q3 2024 | 13 | +4 | 5.91M | $1.08B | +4 | n/a |
| Q2 2024 | 9 | n/a | 3.66M | $505.44M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 10.89M | n/a | $2.56B | 0.0% | n/c | 1 | SEC ↗ ×20 |
| 2 | The Vanguard Group ✦ (passive) | 8.92M | n/a | $2.10B | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 2.52M | -1.4% | $593.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 1.58M | +5.6% | $372.10M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Wellington Management ✦ | 1.34M | -19.9% | $315.55M | 0.1% | ▼ Trim | 5 | SEC ↗ ×5 |
| 6 | AQR Capital Management ✦ | 1.07M | +6.8% | $251.68M | 0.2% | ▲ Add | 5 | SEC ↗ ×6 |
| 7 | Millennium Management ✦ | 563.19K | +65.4% | $132.60M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 559.01K | n/a | $131.62M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 9 | Arrowstreet Capital ✦ | 419.71K | -13.0% | $98.82M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 270.35K | +1075.4% | $63.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 258.83K | +76.8% | $60.94M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 197.61K | -47.4% | $46.53M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 13 | Marshall Wace ✦ | 108.35K | +2205.3% | $25.51M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 14 | Norges Bank ✦ (passive) | 104.74K | +97.5% | $24.66M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 45.65K | +394.9% | $10.75M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 16 | Point72 Asset Management ✦ | 40.40K | +31.1% | $9.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 10.65K | -14.4% | $2.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $15.23M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 590 holders, 84.49M shares, $12.28B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 5.40K sh · $999,000
Officer, Director · 1.20K sh · $201,480
Officer, Director · 1.20K sh · $202,764
Officer · 9.19K sh · $1.54M
Officer, Director · 1.20K sh · $183,024
Officer, Director · 1.20K sh · $171,180
Officer, Director · 1.20K sh · $175,104
Officer · 2.43K sh · $344,289
Officer · 1.38K sh · $200,217
Officer · 994 sh · $144,110
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology