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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
FCAS
526
First Command Advisory Services
Texas
$5.53K +$1.67K +11 +42%
BFP
527
Birchwood Financial Partners
Minnesota
$5.38K -$152 -1 -3%
SC
528
Swan Capital
Florida
$5.24K – – –
MCM
529
Manchester Capital Management
Vermont
$5.24K +$2.74K +18 +106%
OCM
530
Osbon Capital Management
Massachusetts
$5.08K – – –
AW
531
Avion Wealth
Texas
$5K +$4.11K +27 +245%
FPF
532
First Pacific Financial
Washington
$4.64K +$152 +1 +3%
MCM
533
MV Capital Management
Maryland
$4.34K +$1.52K +10 +53%
SC
534
SouthState Corp
Florida
$4.34K +$3.19K +21 +263%
AGWCA
535
Annis Gardner Whiting Capital Advisors
Florida
$4.04K – – –
JFGIW
536
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.04K – – –
BIA
537
Bell Investment Advisors
California
$3.89K +$913 +6 +30%
MB
538
MidFirst Bank
Oklahoma
$3.89K -$157K -1,030 -98%
BGAI
539
Bruce G. Allen Investments
Colorado
$3.74K – – –
VFM
540
Vision Financial Markets
Connecticut
$3.74K – – –
RWS
541
Retirement Wealth Solutions
Wisconsin
$3.74K +$3.04K +20 +400%
SS
542
SBI Securities
Japan
$3.29K -$16.4K -108 -83%
T
543
Tidemark
California
$2.99K – – –
GSWM
544
Golden State Wealth Management
California
$2.69K -$1.22K -8 -31%
CFM
545
Cornerstone Financial Management
Massachusetts
$2.69K +$1.22K +8 +80%
EC
546
Elequin Capital
New York
$2.39K -$3.35K -22 -58%
IWS
547
Intentional Wealth Strategies
Colorado
$2.39K +$2.44K +16 New
MAM
548
Marquette Asset Management
Minnesota
$2.24K +$2.28K +15 New
CH
549
Cromwell Holdings
Wyoming
$2.24K +$761 +5 +50%
BFS
550
Bare Financial Services
Pennsylvania
$2.09K -$2.59K -17 -55%
20 21
22
23 24

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.