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Guidewire Software

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
226
Icon Wealth Partners
Texas
$512K +$454K +6,240 New
LJAC
227
L.J. Altfest & Co
New York
$460K +$408K +5,606 New
FC
228
Financial Consulate
Maryland
$451K +$7.78K +107 +2%
Creative Planning
229
Creative Planning
Kansas
$443K +$65.3K +898 +20%
BL
230
Balentine LLC
Georgia
$434K -$43.7K -601 -10%
ESCM
231
Echo Street Capital Management
New York
$428K -$187K -2,572 -33%
DI
232
DFPG Investments
Utah
$423K +$54.5K +749 +17%
S
233
SignatureFD
Georgia
$419K +$29.4K +405 +9%
Bessemer Group
234
Bessemer Group
New Jersey
$408K
Cetera Investment Advisers
235
Cetera Investment Advisers
Illinois
$400K +$22.5K +310 +7%
YC
236
Yarbrough Capital
Tennessee
$395K +$350K +4,810 New
MSFS
237
Main Street Financial Solutions
Pennsylvania
$381K +$338K +4,649 New
Prudential Financial
238
Prudential Financial
New Jersey
$377K +$69.9K +961 +22%
DADC
239
D.A. Davidson & Co
Montana
$372K +$70.9K +975 +27%
LA
240
Legacy Advisors
Pennsylvania
$372K +$51.9K +714 +19%
CSS
241
Cubist Systematic Strategies
Connecticut
$369K -$9.81M -134,977 -97%
Baird Financial Group
242
Baird Financial Group
Wisconsin
$359K -$77.7K -1,068 -20%
RWB
243
RMR Wealth Builders
New Jersey
$359K
VAS
244
Vestmark Advisory Solutions
Massachusetts
$339K +$23.1K +318 +8%
PA
245
Parallel Advisors
California
$328K +$436 +6 +0.2%
OTPPB
246
Ontario Teachers' Pension Plan Board
Ontario, Canada
$323K +$287K +3,941 New
VIA
247
Vident Investment Advisory
Georgia
$319K +$19.8K +273 +8%
VI
248
Versor Investments
New York
$315K -$218K -2,994 -44%
LPP
249
Long Path Partners
Connecticut
$315K +$279K +3,835 New
Deutsche Bank
250
Deutsche Bank
Germany
$310K -$78.2K -1,075 -22%