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Guidewire Software
GWRE

454 hedge funds and large institutions have $11.4B invested in Guidewire Software in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 153 increasing their positions, 150 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 37

80% more call options, than puts

Call options by funds: $67.4M | Put options by funds: $37.5M

44% more funds holding in top 10

Funds holding in top 10: 16 → 23 (+7)

18% more capital invested

Capital invested by funds: $9.72B → $11.4B (+$1.71B)

12% more funds holding

Funds holding: 405 → 454 (+49)

2% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 150

0.21% more ownership

Funds ownership: 100% → 100.21% (+0.21%)

Holders
454
Holders Change
+49
Holders Change %
+12.1%
% of All Funds
6.56%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.33%
New
91
Increased
153
Reduced
150
Closed
37
Calls
$67.4M
Puts
$37.5M
Net Calls
+$29.9M
Net Calls Change
+$7.29M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$62.2M
2
SP
Stockbridge Partners
Massachusetts
+$47.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$41M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$27.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$24.6M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$109M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$39.7M
3
DCP
D1 Capital Partners
New York
-$36.6M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$36.2M
5
BCM
Brown Capital Management
Maryland
-$32.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WRCM
26
Whale Rock Capital Management
Massachusetts
$130M -$39.7M -329,639 -26%
SIMG
27
Stephens Investment Management Group
Texas
$118M +$708K +5,886 +0.7%
SP
28
SurgoCap Partners
New York
$112M -$2.63M -21,829 -3%
JFL
29
Jarislowsky, Fraser Ltd
Quebec, Canada
$110M -$5.52M -45,849 -5%
Morgan Stanley
30
Morgan Stanley
New York
$106M +$8.01M +66,536 +9%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$100M +$53.4K +444 +0.1%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$98M +$9.64M +80,098 +13%
Brown Advisory
33
Brown Advisory
Maryland
$79.9M -$5.7M -47,362 -8%
American Century Companies
34
American Century Companies
Missouri
$79.9M -$1.65M -13,755 -2%
FCM
35
Frontier Capital Management
Massachusetts
$75.8M -$12.4M -102,749 -16%
EDRH
36
Edmond de Rothschild Holding
Switzerland
$73.6M -$26.9M -223,237 -29%
Charles Schwab
37
Charles Schwab
California
$72.4M +$1.84M +15,262 +3%
FAM
38
Fred Alger Management
New York
$72.3M -$15.8M -131,010 -20%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$69.2M -$6.94M -57,712 -10%
Northern Trust
40
Northern Trust
Illinois
$66.4M +$1.3M +10,816 +2%
ACM
41
American Capital Management
New York
$60.6M +$149K +1,241 +0.3%
SEI Investments
42
SEI Investments
Pennsylvania
$55.9M +$630K +5,235 +1%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$53.1M +$41M +340,455 +757%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$52.3M +$27.3M +227,058 +149%
Goldman Sachs
45
Goldman Sachs
New York
$47.9M -$2.55M -21,199 -6%
Lord, Abbett & Co
46
Lord, Abbett & Co
New Jersey
$45.5M +$3M +24,973 +8%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$44.5M +$6.01M +49,970 +18%
ClearBridge Investments
48
ClearBridge Investments
New York
$40.5M -$198K -1,648 -0.6%
AQR Capital Management
49
AQR Capital Management
Connecticut
$40.3M +$13.9M +115,757 +66%
ACM
50
Anabranch Capital Management
Connecticut
$39.7M -$5.22M -43,401 -13%
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GWRE Hedge Fund Activity: Q2 2024 in Review

454 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q2 2024, worth a combined $11.4B — up 18% from $9.72B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new GWRE positions and 37 closed out — a net gain of 54 holders — while 153 added to existing stakes and 150 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $62.2M. The largest seller was Norges Bank, cutting an estimated $109M.

  • 454 institutional investors held Guidewire Software (GWRE) as of Q2 2024, up from 405 in Q1 2024.
  • Funds reported $11.4B of Guidewire Software stock for Q2 2024, up 18% quarter-over-quarter.
  • 91 funds opened new Guidewire Software positions in Q2 2024 and 37 closed out, a net change of +54 holders.
  • The largest Guidewire Software buyer in Q2 2024 was Massachusetts Financial Services, an estimated $62.2M added.
  • The largest Guidewire Software seller in Q2 2024 was Norges Bank, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2024.