Guidewire Software
GWRE
372 hedge funds and large institutions have $9.47B invested in Guidewire Software in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 147 increasing their positions, 110 reducing their positions, and 54 closing their positions.
106% more call options, than puts
Call options by funds: $39.3M | Put options by funds: $19.1M
34% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 110
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
11% more capital invested
Capital invested by funds: $8.55B → $9.47B (+$924M)
0.76% more ownership
Funds ownership: 100.88% → 101.64% (+0.76%)
7% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 54
2% less funds holding
Funds holding: 379 → 372 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$143M |
| 2 |
SGM
Skye Global Management
West Palm Beach,
Florida
|
+$105M |
| 3 |
Parnassus Investments
San Francisco,
California
|
+$95.6M |
| 4 |
VanEck Associates
New York
|
+$89.8M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$82.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$173M |
| 2 |
SCP
Soroban Capital Partners
New York
|
-$114M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$96.6M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$64M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$63.3M |
GWRE Hedge Fund Activity: Q2 2021 in Review
372 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q2 2021, worth a combined $9.47B — up 11% from $8.55B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of GWRE and 50 opened new positions — a net loss of 4 holders — while 110 trimmed existing stakes and 147 added.
The largest buyer was Macquarie Group, adding an estimated $143M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $173M sold.
- 372 institutional investors held Guidewire Software (GWRE) as of Q2 2021, down from 379 in Q1 2021.
- Funds reported $9.47B of Guidewire Software stock for Q2 2021, up 11% quarter-over-quarter.
- 50 funds opened new Guidewire Software positions in Q2 2021 and 54 closed out, a net change of -4 holders.
- The largest Guidewire Software buyer in Q2 2021 was Macquarie Group, an estimated $143M added.
- The largest Guidewire Software seller in Q2 2021 was Jackson Square Partners, an estimated $173M sold.
Based on aggregated 13F filings for Q2 2021.