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Guidewire Software
GWRE

500 hedge funds and large institutions have $15.1B invested in Guidewire Software in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 159 increasing their positions, 177 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $123M | Put options by funds: $56.3M

109% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 47

32% more capital invested

Capital invested by funds: $11.4B → $15.1B (+$3.7B)

17% more funds holding in top 10

Funds holding in top 10: 23 → 27 (+4)

10% more funds holding

Funds holding: 454 → 500 (+46)

0.32% less ownership

Funds ownership: 100.21% → 99.89% (-0.32%)

10% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 177

Holders
500
Holders Change
+46
Holders Change %
+10.13%
% of All Funds
7.18%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
98
Increased
159
Reduced
177
Closed
47
Calls
$123M
Puts
$56.3M
Net Calls
+$66.6M
Net Calls Change
+$36.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$205M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$103M
3
JP Morgan Chase
JP Morgan Chase
New York
+$86.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$80.1M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$71.7M

Top Sellers

1
SP
Stockbridge Partners
Massachusetts
-$210M
2
DCP
Darsana Capital Partners
New York
-$144M
3
WA
Wasatch Advisors
Utah
-$111M
4
Bank of America
Bank of America
North Carolina
-$81.4M
5
BCM
Brown Capital Management
Maryland
-$76M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
476
Manchester Capital Management
Vermont
$5.12K – – –
HPC
477
HM Payson & Co
Maine
$5.12K +$4.25K +28 New
CPG
478
Cornerstone Planning Group
New Jersey
$4.7K – – –
MA
479
Montag & Associates
Georgia
$3.93K – – –
S
480
Sachetta
Massachusetts
$3.84K +$1.98K +13 +163%
CA
481
Continuum Advisory
Idaho
$3.71K +$608 +4 +27%
BIA
482
Bell Investment Advisors
California
$3.66K – – –
MCM
483
MV Capital Management
Maryland
$3.29K +$152 +1 +6%
GWM
484
Geneos Wealth Management
Colorado
$3.11K +$2.58K +17 New
CWC
485
Carolinas Wealth Consulting
North Carolina
$3.06K – – –
LFG
486
Larson Financial Group
Missouri
$2.19K +$1.82K +12 New
BHWM
487
Beaird Harris Wealth Management
Texas
$2.01K – – –
CFO
488
CVA Family Office
Colorado
$2.01K – – –
PWMG
489
Private Wealth Management Group
New Jersey
$1.83K +$152 +1 +11%
RAM
490
Riggs Asset Management
Pennsylvania
$1.46K – – –
IAIM
491
International Assets Investment Management
Florida
$1.41K +$39M +256,702 +18,002%
RCM
492
Raleigh Capital Management
North Carolina
$915 – – –
CA
493
CoreCap Advisors
Michigan
$732 – – –
MSWM
494
Mowery & Schoenfeld Wealth Management
Illinois
$732 – – –
RTC
495
Riverview Trust Company
Washington
$732 +$608 +4 New
TRCT
496
Tower Research Capital (TRC)
New York
$549 -$1.17M -7,684 -100%
TCOV
497
Trust Company of Vermont
Vermont
$366 +$304 +2 New
PA
498
PSI Advisors
Florida
$183 – – –
FPFS
499
First Personal Financial Services
North Carolina
$183 +$152 +1 New
LECM
500
Lead Edge Capital Management
New York
– -$24.8M -179,761 Closed
18 19
20
21 22

GWRE Hedge Fund Activity: Q3 2024 in Review

500 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q3 2024, worth a combined $15.1B — up 32% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new GWRE positions and 47 closed out — a net gain of 51 holders — while 159 added to existing stakes and 177 trimmed.

The largest buyer was BlackRock, adding an estimated $205M. The largest seller was Stockbridge Partners, cutting an estimated $210M.

  • 500 institutional investors held Guidewire Software (GWRE) as of Q3 2024, up from 454 in Q2 2024.
  • Funds reported $15.1B of Guidewire Software stock for Q3 2024, up 32% quarter-over-quarter.
  • 98 funds opened new Guidewire Software positions in Q3 2024 and 47 closed out, a net change of +51 holders.
  • The largest Guidewire Software buyer in Q3 2024 was BlackRock, an estimated $205M added.
  • The largest Guidewire Software seller in Q3 2024 was Stockbridge Partners, an estimated $210M sold.

Based on aggregated 13F filings for Q3 2024.