Guidewire Software
GWRE
671 hedge funds and large institutions have $16.7B invested in Guidewire Software in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 201 increasing their positions, 283 reducing their positions, and 98 closing their positions.
1% more call options, than puts
Call options by funds: $49.9M | Put options by funds: $49.6M
2% less first-time investments, than exits
New positions opened: 96 | Existing positions closed: 98
1.22% less ownership
Funds ownership: 98.78% → 97.55% (-1.2%)
3% less funds holding
Funds holding: 689 → 671 (-18)
6% less funds holding in top 10
Funds holding in top 10: 17 → 16 (-1)
13% less capital invested
Capital invested by funds: $19.2B → $16.7B (-$2.53B)
29% less repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 283
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Linonia Partnership
New York
|
+$232M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$226M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$223M |
| 4 |
DCP
Darsana Capital Partners
New York
|
+$111M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$95.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$405M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$123M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$109M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$89M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$62.6M |
GWRE Hedge Fund Activity: Q4 2025 in Review
671 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q4 2025, worth a combined $16.7B — down 13% from $19.2B a quarter earlier.
Sellers outnumbered buyers: 98 funds closed out of GWRE and 96 opened new positions — a net loss of 2 holders — while 283 trimmed existing stakes and 201 added.
The largest buyer was Linonia Partnership, adding an estimated $232M. The largest seller was BlackRock, cutting an estimated $405M.
- 671 institutional investors held Guidewire Software (GWRE) as of Q4 2025, down from 689 in Q3 2025.
- Funds reported $16.7B of Guidewire Software stock for Q4 2025, down 13% quarter-over-quarter.
- 96 funds opened new Guidewire Software positions in Q4 2025 and 98 closed out, a net change of -2 holders.
- The largest Guidewire Software buyer in Q4 2025 was Linonia Partnership, an estimated $232M added.
- The largest Guidewire Software seller in Q4 2025 was BlackRock, an estimated $405M sold.
Based on aggregated 13F filings for Q4 2025.