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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
AAG
576
Armstrong Advisory Group
Massachusetts
$599 – – –
MSWM
577
Mowery & Schoenfeld Wealth Management
Illinois
$599 – – –
BIM
578
Breakwater Investment Management
Washington
$599 +$609 +4 New
HFS
579
Hughes Financial Services
Virginia
$598 -$456 -3 -43%
CA
580
CoreCap Advisors
Michigan
$598 – – –
LI
581
LRI Investments
Florida
$598 +$609 +4 New
SHIM
582
Stone House Investment Management
Pennsylvania
$598 +$609 +4 New
JWA
583
JFS Wealth Advisors
Pennsylvania
$449 -$2.74K -18 -86%
VWM
584
Vermillion Wealth Management
Minnesota
$449 +$456 +3 New
SIC
585
SJS Investment Consulting
Ohio
$300 -$456 -3 -60%
DF
586
DecisionPoint Financial
Arizona
$300 – – –
CIAM
587
Caitong International Asset Management
Hong Kong
$299 -$75.3K -495 -100%
TC
588
Trust Company
Kansas
$299 – – –
GSEP
589
Golden State Equity Partners
California
$299 +$304 +2 New
DPW
590
DiNuzzo Private Wealth
Pennsylvania
$150 -$761 -5 -83%
RS
591
Rakuten Securities
Japan
$150 – – –
GIA
592
GHP Investment Advisors
Colorado
$150 +$152 +1 New
Capital World Investors
593
Capital World Investors
California
– -$202M -1,006,940 Closed
SP
594
SurgoCap Partners
New York
– -$145M -719,573 Closed
RC
595
RGM Capital
Florida
– -$73.9M -367,744 Closed
FGP
596
Freestone Grove Partners
California
– -$50.4M -250,570 Closed
Capital International Investors
597
Capital International Investors
California
– -$48.2M -239,672 Closed
Two Sigma Advisers
598
Two Sigma Advisers
New York
– -$32M -159,300 Closed
Voloridge Investment Management
599
Voloridge Investment Management
Florida
– -$31.4M -156,142 Closed
Norges Bank
600
Norges Bank
Norway
– -$27.5M -136,991 Closed
22 23
24
25 26

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.