GWRE — GUIDEWIRE SOFTWARE INC
As of Q2 2026, 38 SEC-registered investment managers reported holding GWRE (GUIDEWIRE SOFTWARE INC) in their latest 13F filings, with a combined reported value of $2.47B across 75.09M shares. That is -30.0% by share count (-32.13M shares) versus the previous quarter, while reported value moved -6.5%. Ownership is concentrated: the five largest holders account for 72.9% of reported value and the top ten for 86.8%.
Compared with the prior quarter, 1 opened new positions, 18 added to existing stakes, 17 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
GWRE is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 8.95M | $1.80B | 0.03% | Reduce |
| Baron Funds history | Q2 2026 | 8.99M | $1.11B | 2.66% | Add |
| MFS Investment Management history | Q2 2026 | 2.03M | $249.65M | 0.08% | Reduce |
| Capital World Investors history | Q4 2025 | 1.01M | $202.41M | 0.03% | New |
| Geode Capital Management history | Q2 2026 | 1.64M | $201.27M | 0.01% | Reduce |
| Whale Rock Capital Management history | Q3 2024 | 972.74K | $177.95M | 2.50% | Add |
| Principal Global Investors history | Q2 2026 | 1.25M | $153.72M | 0.08% | Add |
| Northern Trust Corp history | Q2 2026 | 726.56K | $89.40M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 696.54K | $85.71M | 0.01% | Reduce |
| Arrowstreet Capital history | Q2 2026 | 663.05K | $81.59M | 0.04% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 604.87K | $74.43M | 0.01% | Hold |
| UBS Group AG history | Q2 2026 | 455.41K | $56.04M | 0.01% | Add |
| Janus Henderson Group history | Q1 2026 | 363.56K | $54.38M | 0.03% | Reduce |
| Balyasny Asset Management history | Q2 2026 | 372.15K | $45.79M | 0.06% | Add |
| D. E. Shaw & Co history | Q2 2026 | 358.73K | $44.14M | 0.02% | Reduce |
| Deutsche Bank AG history | Q2 2026 | 338.48K | $41.65M | 0.01% | Reduce |
| Citadel Advisors history | Q2 2026 | 318.46K | $39.19M | 0.01% | Add |
| Franklin Resources history | Q2 2026 | 28.34M | $27.28M | 0.01% | Add |
| Renaissance Technologies history | Q4 2025 | 113.90K | $22.90M | 0.04% | Reduce |
| AQR Capital Management history | Q2 2026 | 175.39K | $21.27M | 0.01% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.23M sh · $1.18M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 363.56K sh · $54.38M
- Moore Capital Management sold 5.00M sh · $4.98M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Baron Funds | 5.75M | 5.90M | 5.81M | 6.16M | 6.08M | 5.88M | 6.11M | 6.20M | 6.24M | 6.36M | 6.22M | 6.13M | 6.01M | 5.92M | 5.67M | 5.59M | 5.17M | 5.15M | 6.60M | 8.99M |
| MFS Investment Management | — | — | — | — | — | — | — | — | — | 965.80K | 2.23M | 2.75M | 3.43M | 4.44M | 5.16M | 5.08M | 4.82M | 4.26M | 3.00M | 2.03M |
| Geode Capital Management | 1.01M | 1.03M | 1.07M | 1.08M | 1.09M | 1.10M | 1.14M | 1.16M | 1.18M | 1.22M | 1.27M | 1.32M | 1.33M | 1.34M | 1.49M | 1.58M | 1.63M | 1.78M | 1.71M | 1.64M |
| Principal Global Investors | 5.07M | 5.09M | 5.20M | 5.13M | 3.91M | 685.21K | 389.13K | 6.48K | 6.68K | 5.40K | 7.11K | 6.78K | 6.32K | 5.64K | 192.84K | 191.07K | 186.47K | 182.34K | 1.18M | 1.25M |
| Northern Trust Corp | 604.79K | 566.00K | 554.37K | 536.48K | 543.55K | 442.29K | 472.48K | 473.46K | 481.38K | 488.47K | 470.55K | 481.37K | 465.87K | 539.06K | 744.18K | 749.68K | 748.24K | 734.24K | 750.07K | 726.56K |
| Bank of America Corp | 5.04M | 4.38M | 7.57M | 13.82M | 5.20M | 5.08M | 2.52M | 5.07M | 5.21M | 6.64M | 5.58M | 5.19M | 253.50K | 23.00K | 391.83K | 436.15K | 429.62K | 471.64K | 4.08M | 696.54K |
| Arrowstreet Capital | — | — | — | — | 80.81K | 257.37K | 243.81K | — | — | — | — | — | 527.52K | 946.16K | 482.53K | 419.71K | 554.59K | 420.72K | 598.40K | 663.05K |
| Charles Schwab Investment Management | 421.38K | 438.90K | 453.73K | 468.78K | 491.00K | 506.20K | 509.48K | 503.46K | 507.15K | 513.10K | 509.61K | 524.88K | 518.20K | 522.59K | 530.59K | 545.55K | 553.14K | 566.23K | 607.74K | 604.87K |
| UBS Group AG | 33.39K | 38.98K | 25.76K | 25.62K | 25.87K | 16.90K | 15.00K | 15.00K | 15.00K | 15.00K | 42.47K | 56.27K | 99.16K | 515.36K | 313.74K | 282.64K | 517.17K | 464.65K | 299.07K | 455.41K |
| Balyasny Asset Management | — | 15.10K | — | 4.33K | — | 358.07K | 435.91K | 5.83K | 432.90K | 149.14K | 91.44K | 38.80K | 52.38K | 367.44K | 138.72K | 90.77K | 14.31K | 81.32K | 118.92K | 372.15K |
| D. E. Shaw & Co | 120.69K | 85.81K | 24.40M | 283.00K | 8.10M | 425.59K | 288.76K | 64.43K | 30.40K | 25.21K | 1.92K | 45.24K | 266.61K | 102.57K | 12.44K | 10.65K | 10.35K | 176.36K | 373.98K | 358.73K |
| Deutsche Bank AG | 102.58K | 97.44K | 90.86K | 134.86K | 135.45K | 4.86K | 3.78K | 162.56K | 125.18K | 192.04K | 190.06K | 191.33K | 225.81K | 222.72K | 342.97K | 287.29K | 282.02K | 907.00K | 745.00K | 338.48K |
| Citadel Advisors | 371.85K | 183.10K | 328.36K | 169.33K | 321.78K | 571.02K | 467.63K | 581.28K | 172.57K | 230.25K | 86.99K | 208.17K | 533.75K | 866.12K | 520.33K | 269.11K | 309.37K | 368.26K | 151.31K | 318.46K |
| Franklin Resources | 1.23K | 1.60K | 1.25K | 1.07K | 1.25K | 979 | 930 | 984 | 984 | 1.12K | 1.12K | 25.38K | 96.87K | 40.50M | 745.14K | 780.53K | 856.49K | 29.92M | 28.00M | 28.34M |
| AQR Capital Management | — | — | — | — | — | — | 20.94K | 39.95K | 53.08K | 177.90K | 176.15K | 291.91K | 711.70K | 938.94K | 1.00M | 1.07M | 1.27M | 1.32M | 215.31K | 175.39K |
| Wells Fargo & Co | 187.50K | 5.19M | 5.19M | 5.20M | 5.19M | 111.05K | 97.38K | 103.10K | 7.77M | 155.50K | 154.50K | 153.50K | 2.50K | 500 | 110.79K | 127.08K | 128.11K | 56.00K | 6.89M | 154.13K |
| Norges Bank Investment Management | — | — | — | — | — | 760.62K | — | — | — | 897.19K | — | 40.99K | — | 54.02K | — | 104.74K | — | 136.99K | — | 150.91K |
| Invesco Ltd | 704.00K | 700.01K | 626.75K | 647.38K | 652.57K | 772.21K | 769.44K | 763.30K | 1.84M | 2.10M | 2.01M | 2.08M | 2.04M | 837.68K | 1.43M | 1.39M | 1.24M | 6.08M | 145.57K | 146.32K |
| Two Sigma Investments | 76.78K | 13.90K | 75.91K | — | 86.68K | 365.53K | 29.70K | 23.61K | 23.60K | 23.60K | — | — | — | 14.34K | 23.00K | 270.35K | 136.74K | 418.01K | 77.86K | 118.62K |
| Legal & General Investment Management America | 273.61K | 245.00K | 262.96K | 291.15K | 283.00K | 86.85K | 87.54K | 84.84K | 87.34K | 95.60K | 100.51K | 127.40K | 130.88K | 144.48K | 174.03K | 174.39K | 163.52K | 137.25K | 119.42K | 108.60K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details