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Guidewire Software
GWRE

593 hedge funds and large institutions have $12.8B invested in Guidewire Software in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 247 increasing their positions, 193 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $75.8M | Put options by funds: $35.2M

28% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 193

3.41% more ownership

Funds ownership: 97.56% → 100.97% (+3.4%)

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-1)

11% less funds holding

Funds holding: 670 → 593 (-77)

23% less capital invested

Capital invested by funds: $16.7B → $12.8B (-$3.88B)

40% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 163

Holders
593
Holders Change
-77
Holders Change %
-11.49%
% of All Funds
7.3%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.18%
New
97
Increased
247
Reduced
193
Closed
163
Calls
$75.8M
Puts
$35.2M
Net Calls
+$40.6M
Net Calls Change
+$40.3M

Top Buyers

1
LP
Linonia Partnership
New York
+$348M
2
DCP
Darsana Capital Partners
New York
+$228M
3
BAMCO Inc
BAMCO Inc
New York
+$221M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$176M
5
Principal Financial Group
Principal Financial Group
Iowa
+$152M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$202M
2
SP
Stockbridge Partners
Massachusetts
-$199M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$192M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$168M
5
SP
SurgoCap Partners
New York
-$145M
Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
276
L.J. Altfest & Co
New York
$794K +$808K +5,307 New
MML Investors Services
277
MML Investors Services
Massachusetts
$790K -$707K -4,644 -47%
SLAM
278
Swiss Life Asset Management
$787K +$157K +1,033 +24%
FC
279
Farringdon Capital
United Kingdom
$781K +$408K +2,679 +105%
Ensign Peak Advisors
280
Ensign Peak Advisors
Utah
$778K -$1.06M -6,941 -57%
CM
281
Castleark Management
Illinois
$775K +$12.2K +80 +2%
QCM
282
QRG Capital Management
Illinois
$751K -$131K -864 -15%
SC
283
Syon Capital
California
$733K +$587K +3,860 +371%
ASC
284
Ares Systematic Credit
$725K +$762K +5,005 New
BC
285
Bridgefront Capital
Texas
$706K +$718K +4,720 New
GC
286
Guggenheim Capital
Illinois
$687K +$471K +3,096 +207%
PA
287
Parallel Advisors
California
$682K +$214K +1,409 +45%
AA
288
ALPS Advisors
Colorado
$667K -$1.1M -7,231 -62%
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$666K -$2.39M -15,716 -78%
TRCT
290
Tower Research Capital (TRC)
New York
$656K +$138K +908 +26%
EP
291
Edgestream Partners
New Jersey
$637K +$648K +4,260 New
DADC
292
D.A. Davidson & Co
Montana
$633K +$18.9K +124 +3%
Squarepoint
293
Squarepoint
New York
$620K -$33.9M -222,630 -98%
DnB Asset Management
294
DnB Asset Management
Norway
$614K -$570K -3,744 -48%
MSRPS
295
Maryland State Retirement & Pension System
Maryland
$609K – – –
QCM
296
Qsemble Capital Management
New York
$598K +$609K +3,999 New
Holocene Advisors
297
Holocene Advisors
New York
$594K +$604K +3,970 New
PE
298
PCM Encore
Colorado
$576K +$10.3K +68 +2%
VCM
299
Versant Capital Management
Arizona
$573K +$480K +3,155 +468%
RAM
300
Resona Asset Management
Japan
$568K – – –
10 11
12
13 14

GWRE Hedge Fund Activity: Q1 2026 in Review

593 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q1 2026, worth a combined $12.8B — down 23% from $16.7B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of GWRE and 97 opened new positions — a net loss of 66 holders — while 193 trimmed existing stakes and 247 added.

The largest buyer was Linonia Partnership, adding an estimated $348M. The largest seller was Capital World Investors, exiting entirely with an estimated $202M sold.

  • 593 institutional investors held Guidewire Software (GWRE) as of Q1 2026, down from 670 in Q4 2025.
  • Funds reported $12.8B of Guidewire Software stock for Q1 2026, down 23% quarter-over-quarter.
  • 97 funds opened new Guidewire Software positions in Q1 2026 and 163 closed out, a net change of -66 holders.
  • The largest Guidewire Software buyer in Q1 2026 was Linonia Partnership, an estimated $348M added.
  • The largest Guidewire Software seller in Q1 2026 was Capital World Investors, an estimated $202M sold.

Based on aggregated 13F filings for Q1 2026.