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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$62.2M |
| 2 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
+$47.7M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$41M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$27.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$109M |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$39.7M |
| 3 |
DCP
D1 Capital Partners
New York
|
-$36.6M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$36.2M |
| 5 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
-$32.9M |
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.