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Guidewire Software
GWRE

Overview Fund Activity

382 hedge funds and large institutions have $9.14B invested in Guidewire Software in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 125 increasing their positions, 132 reducing their positions, and 35 closing their positions.

Holders
382
Holders Change
+31
Holders Change %
+8.83%
% of All Funds
5.6%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
71
Increased
125
Reduced
132
Closed
35
Calls
$21.4M
Puts
$15.3M
Net Calls
+$6.14M
Net Calls Change
-$1.37M

Top Buyers

1
LP
1
Linonia Partnership
New York
$190M
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$112M
3
DCP
3
Darsana Capital Partners
New York
$382M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$105M
5
Morgan Stanley
5
Morgan Stanley
New York
$161M

Top Sellers

1
VanEck Associates
1
VanEck Associates
New York
$9.99M
2
SP
2
Stockbridge Partners
Massachusetts
$346M
3
Fidelity International
3
Fidelity International
Bermuda
$49.8M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$16.3M
5
BCM
5
Brown Capital Management
Maryland
$297M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$880M 8,067,513 +22,049 +0.3%
BAMCO Inc
2
BAMCO Inc
New York
$694M 6,361,042 +122,160 +2%
BlackRock
3
BlackRock
New York
$455M 4,171,352 +17,401 +0.4%
DCP
4
Darsana Capital Partners
New York
$382M 3,500,000 +1,000,000 +40%
SP
5
Stockbridge Partners
Massachusetts
$346M 3,176,527 -844,354 -21%
ROIC
6
Route One Investment Company
California
$312M 2,865,580 – –
WA
7
Wasatch Advisors
Utah
$301M 2,759,158 -113,955 -4%
BCM
8
Brown Capital Management
Maryland
$297M 2,727,051 -206,055 -7%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$253M 2,315,969 -34,854 -1%
Invesco
10
Invesco
Georgia
$228M 2,095,464 +252,900 +14%
RC
11
RGM Capital
Florida
$199M 1,821,910 -113,609 -6%
LP
12
Linonia Partnership
New York
$190M 1,742,158 +1,742,158 New
Artisan Partners
13
Artisan Partners
Wisconsin
$168M 1,542,644 -70,785 -4%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$167M 1,533,575 -8,687 -0.6%
DDC
15
DF Dent & Co
Maryland
$167M 1,533,522 -7,018 -0.5%
Morgan Stanley
16
Morgan Stanley
New York
$161M 1,472,416 +677,632 +85%
State Street
17
State Street
Massachusetts
$149M 1,366,251 +76,164 +6%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$146M 1,337,698 -31,402 -2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$133M 1,221,684 +44,150 +4%
William Blair & Company
20
William Blair & Company
Illinois
$129M 1,180,267 +393,328 +50%
RP
21
Riverbridge Partners
Minnesota
$121M 1,108,009 -27,768 -2%
BBHC
22
Brown Brothers Harriman & Co
New York
$112M 1,030,754 -97,854 -9%
WRCM
23
Whale Rock Capital Management
Massachusetts
$112M 1,030,248 +1,030,248 New
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$108M 991,040 -38,594 -4%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$105M 965,799 +965,799 New
1
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