We are live on ! Find out more
GWRE icon

Guidewire Software

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.

New
Increased
Maintained
Reduced
Closed

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: 1623 (+7)

18% more capital invested

Capital invested by funds: $9.72B → $11.4B (+$1.71B)

12% more funds holding

Funds holding: 405454 (+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%)

Holders
454
Holders Change
+49
Holders Change %
+12.1%
% of All Funds
6.56%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.33%
New
91
Increased
153
Reduced
150
Closed
37
Calls
$67.4M
Puts
$37.5M
Net Calls
+$29.9M
Net Calls Change
+$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.15B +$24.6M +204,863 +3%
BAMCO Inc
2
BAMCO Inc
New York
$845M -$10.9M -90,451 -1%
BlackRock
3
BlackRock
New York
$625M +$17.8M +147,833 +3%
SP
4
Stockbridge Partners
Massachusetts
$532M +$47.7M +396,548 +11%
DCP
5
Darsana Capital Partners
New York
$448M
ROIC
6
Route One Investment Company
California
$395M
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$379M +$62.2M +516,942 +23%
WA
8
Wasatch Advisors
Utah
$370M -$22.7M -188,344 -7%
LP
9
Linonia Partnership
New York
$330M +$22.3M +185,077 +8%
Invesco
10
Invesco
Georgia
$287M +$8.22M +68,312 +3%
BCM
11
Brown Capital Management
Maryland
$249M -$32.9M -273,459 -13%
DDC
12
DF Dent & Co
Maryland
$207M -$1.75M -14,556 -1%
JP Morgan Chase
13
JP Morgan Chase
New York
$207M -$23M -191,554 -11%
RC
14
RGM Capital
Florida
$205M -$1.2M -10,000 -0.7%
Artisan Partners
15
Artisan Partners
Wisconsin
$205M -$1.6M -13,258 -0.9%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$195M +$1.13M +9,364 +0.7%
State Street
17
State Street
Massachusetts
$194M +$4.11M +34,163 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$183M +$6.53M +54,296 +4%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$175M -$36.2M -300,603 -19%
William Blair & Company
20
William Blair & Company
Illinois
$174M +$1.99M +16,515 +1%
Parnassus Investments
21
Parnassus Investments
California
$159M -$1.64M -13,610 -1%
RP
22
Riverbridge Partners
Minnesota
$141M -$6.56M -54,545 -5%
Bank of America
23
Bank of America
North Carolina
$139M +$3.46M +28,730 +3%
BBHC
24
Brown Brothers Harriman & Co
New York
$134M -$683K -5,673 -0.6%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$133M -$1.91M -15,908 -2%

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.