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.
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
Top Buyers
| 1 |
LP
Linonia Partnership
New York
|
+$348M |
| 2 |
DCP
Darsana Capital Partners
New York
|
+$228M |
| 3 |
BAMCO Inc
New York
|
+$221M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$176M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$152M |
Top Sellers
GWRE Hedge Fund Activity: Q1 2026 in Review
593 of the 8,126 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.