Guidewire Software
GWRE
677 hedge funds and large institutions have $19.7B invested in Guidewire Software in 2025 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 226 increasing their positions, 238 reducing their positions, and 48 closing their positions.
192% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 48
43% more call options, than puts
Call options by funds: $77.4M | Put options by funds: $54M
22% more capital invested
Capital invested by funds: $16.1B → $19.7B (+$3.57B)
15% more funds holding
Funds holding: 591 → 677 (+86)
5% less repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 238
3.21% less ownership
Funds ownership: 102.6% → 99.4% (-3.2%)
9% less funds holding in top 10
Funds holding in top 10: 22 → 20 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$153M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$104M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$92.8M |
| 4 |
BlackRock
New York
|
+$68.1M |
| 5 |
Two Sigma Investments
New York
|
+$53.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$201M |
| 2 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
-$108M |
| 3 |
RC
RGM Capital
Naples,
Florida
|
-$99M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$91.7M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$91.3M |
GWRE Hedge Fund Activity: Q2 2025 in Review
677 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q2 2025, worth a combined $19.7B — up 22% from $16.1B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new GWRE positions and 48 closed out — a net gain of 92 holders — while 226 added to existing stakes and 238 trimmed.
The largest buyer was Qube Research & Technologies (QRT), adding an estimated $153M. The largest seller was JP Morgan Chase, cutting an estimated $201M.
- 677 institutional investors held Guidewire Software (GWRE) as of Q2 2025, up from 591 in Q1 2025.
- Funds reported $19.7B of Guidewire Software stock for Q2 2025, up 22% quarter-over-quarter.
- 140 funds opened new Guidewire Software positions in Q2 2025 and 48 closed out, a net change of +92 holders.
- The largest Guidewire Software buyer in Q2 2025 was Qube Research & Technologies (QRT), an estimated $153M added.
- The largest Guidewire Software seller in Q2 2025 was JP Morgan Chase, an estimated $201M sold.
Based on aggregated 13F filings for Q2 2025.