Guidewire Software
GWRE
547 hedge funds and large institutions have $10.4B invested in Guidewire Software in 2026 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 161 increasing their positions, 231 reducing their positions, and 127 closing their positions.
101% more call options, than puts
Call options by funds: $92.6M | Put options by funds: $46.1M
0.75% more ownership
Funds ownership: 100.98% → 101.73% (+0.75%)
8% less funds holding
Funds holding: 597 → 547 (-50)
18% less capital invested
Capital invested by funds: $12.8B → $10.4B (-$2.37B)
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
30% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 231
33% less first-time investments, than exits
New positions opened: 85 | Existing positions closed: 127
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
+$320M |
| 2 |
JP Morgan Chase
New York
|
+$186M |
| 3 |
VanEck Associates
New York
|
+$162M |
| 4 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
+$83.1M |
| 5 |
ARAM
Ardmore Road Asset Management
New York
|
+$73.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$246M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$129M |
| 3 |
LP
Linonia Partnership
New York
|
-$95.7M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$68.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$59.6M |
GWRE Hedge Fund Activity: Q2 2026 in Review
547 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q2 2026, worth a combined $10.4B — down 18% from $12.8B a quarter earlier.
Sellers outnumbered buyers: 127 funds closed out of GWRE and 85 opened new positions — a net loss of 42 holders — while 231 trimmed existing stakes and 161 added.
The largest buyer was BAMCO Inc, adding an estimated $320M. The largest seller was Royal Bank of Canada, cutting an estimated $246M.
- 547 institutional investors held Guidewire Software (GWRE) as of Q2 2026, down from 597 in Q1 2026.
- Funds reported $10.4B of Guidewire Software stock for Q2 2026, down 18% quarter-over-quarter.
- 85 funds opened new Guidewire Software positions in Q2 2026 and 127 closed out, a net change of -42 holders.
- The largest Guidewire Software buyer in Q2 2026 was BAMCO Inc, an estimated $320M added.
- The largest Guidewire Software seller in Q2 2026 was Royal Bank of Canada, an estimated $246M sold.
Based on aggregated 13F filings for Q2 2026.