GWRE
Guidewire Software, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares -5.6% ·
flujo de acciones +0.8% ·
nuevas posiciones netas -5.9%
· fórmula
Acumulación concentrada: acciones en aumento entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 10.89M | n/a | $2.56B | 0.0% | n/c | 1 | SEC ↗ ×20 |
| 2 | The Vanguard Group ✦ (pasivo) | 8.92M | n/a | $2.10B | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (pasivo) | 2.52M | -1.4% | $593.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 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 ✦ (pasivo) | 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" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Renaissance Technologies | $15.23M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 590 tenedores, 84.49M acciones, $12.28B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 5.40K acc. · $999,000
Officer, Director · 1.20K acc. · $201,480
Officer, Director · 1.20K acc. · $202,764
Officer · 9.19K acc. · $1.54M
Officer, Director · 1.20K acc. · $183,024
Officer, Director · 1.20K acc. · $171,180
Officer, Director · 1.20K acc. · $175,104
Officer · 2.43K acc. · $344,289
Officer · 1.38K acc. · $200,217
Officer · 994 acc. · $144,110
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología