Guidewire Software
GWRE
591 hedge funds and large institutions have $16.1B invested in Guidewire Software in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 199 increasing their positions, 214 reducing their positions, and 73 closing their positions.
55% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 73
48% more call options, than puts
Call options by funds: $70.6M | Put options by funds: $47.6M
15% more capital invested
Capital invested by funds: $14B → $16.1B (+$2.1B)
6% more funds holding
Funds holding: 556 → 591 (+35)
2.9% more ownership
Funds ownership: 99.71% → 102.6% (+2.9%)
7% less repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 214
4% less funds holding in top 10
Funds holding in top 10: 23 → 22 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$796M |
| 2 |
State Street
Boston,
Massachusetts
|
+$219M |
| 3 |
LP
Linonia Partnership
New York
|
+$195M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$140M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
-$180M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$151M |
| 3 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$93.4M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$90.1M |
| 5 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$66.3M |
GWRE Hedge Fund Activity: Q1 2025 in Review
591 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q1 2025, worth a combined $16.1B — up 15% from $14B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new GWRE positions and 73 closed out — a net gain of 40 holders — while 199 added to existing stakes and 214 trimmed.
The largest buyer was BlackRock, adding an estimated $796M. The largest seller was Stockbridge Partners, cutting an estimated $180M.
- 591 institutional investors held Guidewire Software (GWRE) as of Q1 2025, up from 556 in Q4 2024.
- Funds reported $16.1B of Guidewire Software stock for Q1 2025, up 15% quarter-over-quarter.
- 113 funds opened new Guidewire Software positions in Q1 2025 and 73 closed out, a net change of +40 holders.
- The largest Guidewire Software buyer in Q1 2025 was BlackRock, an estimated $796M added.
- The largest Guidewire Software seller in Q1 2025 was Stockbridge Partners, an estimated $180M sold.
Based on aggregated 13F filings for Q1 2025.