Guidewire Software
GWRE
597 hedge funds and large institutions have $12.8B invested in Guidewire Software in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 249 increasing their positions, 193 reducing their positions, and 167 closing their positions.
115% more call options, than puts
Call options by funds: $75.8M | Put options by funds: $35.2M
29% more repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 193
3.43% more ownership
Funds ownership: 97.55% → 100.98% (+3.4%)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
11% less funds holding
Funds holding: 671 → 597 (-74)
23% less capital invested
Capital invested by funds: $16.7B → $12.8B (-$3.87B)
41% less first-time investments, than exits
New positions opened: 99 | Existing positions closed: 167
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Linonia Partnership
New York
|
+$348M |
| 2 |
DCP
Darsana Capital Partners
New York
|
+$228M |
| 3 |
BAMCO Inc
New York
|
+$221M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$176M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$152M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$202M |
| 2 |
SP
Stockbridge Partners
Boston,
Massachusetts
|
-$199M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$192M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$168M |
| 5 |
SP
SurgoCap Partners
New York
|
-$145M |
GWRE Hedge Fund Activity: Q1 2026 in Review
597 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Guidewire Software (GWRE) for Q1 2026, worth a combined $12.8B — down 23% from $16.7B a quarter earlier.
Sellers outnumbered buyers: 167 funds closed out of GWRE and 99 opened new positions — a net loss of 68 holders — while 193 trimmed existing stakes and 249 added.
The largest buyer was Linonia Partnership, adding an estimated $348M. The largest seller was Capital World Investors, exiting entirely with an estimated $202M sold.
- 597 institutional investors held Guidewire Software (GWRE) as of Q1 2026, down from 671 in Q4 2025.
- Funds reported $12.8B of Guidewire Software stock for Q1 2026, down 23% quarter-over-quarter.
- 99 funds opened new Guidewire Software positions in Q1 2026 and 167 closed out, a net change of -68 holders.
- The largest Guidewire Software buyer in Q1 2026 was Linonia Partnership, an estimated $348M added.
- The largest Guidewire Software seller in Q1 2026 was Capital World Investors, an estimated $202M sold.
Based on aggregated 13F filings for Q1 2026.