Guidewire Software, Inc.
GWRE- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001528396
In the last 90 days, Guidewire Software, Inc. insiders filed 0 open-market purchases and 19 sales; 549 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Guidewire Software, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 501
- +53 vs. Q2 2024
- Shares held
- 83.0M
- +4.69M (+6.0%) vs. Q2 2024
- Total value
- $15.1B
- +$4.34B (+40.2%) vs. Q2 2024
- New holders
- 100
- 158 more added
- Sold out
- 47
- 177 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GWRE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 549 | $10.4B |
| Q1 2026 | 597 | $12.8B |
| Q4 2025 | 672 | $16.7B |
| Q3 2025 | 689 | $19.2B |
| Q2 2025 | 678 | $19.7B |
| Q1 2025 | 592 | $16.1B |
| Q4 2024 | 557 | $14.0B |
| Q3 2024 | 501 | $15.1B |
| Q2 2024 | 454 | $11.4B |
| Q1 2024 | 404 | $9.72B |
| Q4 2023 | 385 | $9.06B |
| Q3 2023 | 353 | $7.18B |
| Q2 2023 | 355 | $6.16B |
| Q1 2023 | 352 | $6.63B |
| Q4 2022 | 347 | $5.16B |
| Q3 2022 | 372 | $5.19B |
| Q2 2022 | 369 | $5.92B |
| Q1 2022 | 383 | $7.96B |
| Q4 2021 | 405 | $9.66B |
| Q3 2021 | 374 | $9.98B |
| Q2 2021 | 371 | $9.52B |
| Q1 2021 | 379 | $8.58B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Guidewire Software, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| PSI Advisors, LLC | 1 | $183 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $183 | 0.00% | +1 | New |
| Trust Co of Vermont | 2 | $366 | 0.00% | +2 | New |
| Tower Research Capital LLC (TRC) | 3 | $549 | 0.00% | −7,684−100.0% | Reduced |
| CoreCap Advisors, LLC | 4 | $732 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $732 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 4 | $732 | 0.00% | +4 | New |
| Raleigh Capital Management Inc. | 5 | $915 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 8 | $1.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $1.83K | 0.00% | +1+11.1% | Added |
| CVA Family Office, LLC | 11 | $2.01K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 11 | $2.01K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $2.19K | 0.00% | +12 | New |
| Carolinas Wealth Consulting LLC | 17 | $3.06K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 17 | $3.11K | 0.00% | +17 | New |
| MV Capital Management, Inc. | 18 | $3.29K | 0.00% | +1+5.9% | Added |
| Bell Investment Advisors, Inc | 20 | $3.66K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 19 | $3.71K | 0.00% | +4+26.7% | Added |
| Sachetta, LLC | 21 | $3.84K | 0.00% | +13+162.5% | Added |
| Montag A & Associates Inc | 21 | $3.93K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 25 | $4.70K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 28 | $5.12K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 28 | $5.12K | 0.00% | +28 | New |
| Bruce G. Allen Investments, LLC | 30 | $5.49K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $5.49K | 0.00% | +30 | New |
| Smithfield Trust Co | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 34 | $6.22K | 0.00% | +34 | New |
| Harbour Investments, Inc. | 36 | $6.59K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 37 | $6.77K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 42 | $7.68K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 46 | $8.00K | 0.00% | +46 | New |
| Macroview Investment Management LLC | 47 | $8.60K | 0.01% | +47 | New |
| Sunbelt Securities, Inc. | 49 | $8.96K | 0.00% | +25+104.2% | Added |
| Main Street Group, LTD | 50 | $9.15K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $9.15K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53 | $9.70K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 53 | $9.70K | 0.00% | −475−90.0% | Reduced |
| Armstrong Advisory Group, Inc | 54 | $9.88K | 0.00% | +54 | New |
| Ashton Thomas Securities, LLC | 65 | $11.9K | 0.00% | +65 | New |
| MCF Advisors LLC | 66 | $12.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 67 | $12.3K | 0.00% | +23+52.3% | Added |
| Bokf, NA | 69 | $12.6K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 74 | $13.3K | 0.00% | +27+57.4% | Added |
| Matrix Trust Co | 79 | $14.0K | 0.00% | +79 | New |
| Exchange Traded Concepts, LLC | 85 | $15.6K | 0.00% | +23+37.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 98 | $17.9K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 98 | $17.9K | 0.00% | +98 | New |
| Colonial Trust Co | 104 | $18.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 104 | $19.0K | 0.00% | −13−11.1% | Reduced |
| Bogart Wealth, LLC | 108 | $19.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 113 | $20.7K | 0.00% | +3+2.7% | Added |
| Private Trust Co NA | 114 | $20.9K | 0.00% | −8−6.6% | Reduced |
| Proequities, Inc. | 117 | $21.4K | 0.00% | −15−11.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 121 | $22.1K | 0.00% | +17+16.3% | Added |
| Covestor Ltd | 124 | $23.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 129 | $23.6K | 0.00% | +6+4.9% | Added |
| Ronald Blue Trust, Inc. | 181 | $25.0K | 0.00% | +34+23.1% | Added |
| Trifecta Capital Advisors, LLC | 172 | $31.5K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 172 | $31.5K | 0.00% | +145+537.0% | Added |
| Brown, Lisle/Cummings, Inc. | 175 | $32.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 178 | $32.6K | 0.00% | +178 | New |
| Point72 Hong Kong Ltd | 180 | $32.9K | 0.00% | +180 | New |
| Quent Capital, LLC | 191 | $34.9K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $36.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 223 | $40.8K | 0.00% | +18+8.8% | Added |
| Rothschild Investment LLC | 226 | $41.3K | 0.00% | +1+0.4% | Added |
| Skopos Labs, Inc. | 228 | $41.7K | 0.01% | +228 | New |
| DT Investment Partners, LLC | 280 | $51.2K | 0.00% | −15−5.1% | Reduced |
| Principal Securities, Inc. | 295 | $54.0K | 0.00% | +81+37.9% | Added |
| CIBC Private Wealth Group, LLC | 298 | $54.5K | 0.00% | −37−11.0% | Reduced |
| Toronto Dominion Bank | 300 | $54.9K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $54.9K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 301 | $55.1K | 0.00% | +1+0.3% | Added |
| Central Trust Co | 322 | $58.9K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 326 | $59.6K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 345 | $63.1K | 0.00% | +60+21.1% | Added |
| Banque Cantonale Vaudoise | 353 | $65.0K | 0.00% | −60−14.5% | Reduced |
| Amica Retiree Medical Trust | 381 | $70.0K | 0.06% | +381 | New |
| Quarry LP | 455 | $83.2K | 0.03% | −103−18.5% | Reduced |
| Hanseatic Management Services Inc | 481 | $88.0K | 0.12% | +481 | New |
| Huntington National Bank | 502 | $91.8K | 0.00% | −1−0.2% | Reduced |
| Park Place Capital Corp | 502 | $91.8K | 0.03% | −32−6.0% | Reduced |
| Fifth Third Bancorp | 516 | $94.4K | 0.00% | +20+4.0% | Added |
| Smartleaf Asset Management LLC | 539 | $95.9K | 0.01% | +44+8.9% | Added |
| Lindbrook Capital, LLC | 537 | $98.2K | 0.01% | +26+5.1% | Added |
| True Wealth Design, LLC | 592 | $108.3K | 0.04% | +592 | New |
| Allworth Financial LP | 600 | $109.8K | 0.00% | −80−11.8% | Reduced |
| Northwest & Ethical Investments L.P. | 600 | $109.8K | 0.00% | +200+50.0% | Added |
| Bryn Mawr Trust Co | 683 | $124.9K | 0.00% | +683 | New |
| First Horizon Advisors, Inc. | 684 | $125.1K | 0.00% | −4−0.6% | Reduced |
| National Bank of Canada | 782 | $143.1K | 0.00% | −707−47.5% | Reduced |
| Hilltop National Bank | 847 | $154.9K | 0.05% | −46−5.2% | Reduced |
| Harbor Investment Advisory, LLC | 896 | $163.9K | 0.02% | −119−11.7% | Reduced |
| Capital Performance Advisors LLP | 899 | $164.5K | 0.05% | +899 | New |
| GAMMA Investing LLC | 926 | $169.4K | 0.02% | +166+21.8% | Added |
| Gen-Wealth Partners Inc | 912 | $172.9K | 0.08% | +912 | New |
| Caption Management, LLC | 1,000 | $182.9K | 0.02% | −16,000−94.1% | Reduced |
| Corebridge Financial, Inc. | 1,047 | $191.5K | 0.00% | −37−3.4% | Reduced |
| Portside Wealth Group, LLC | 1,100 | $201.2K | 0.03% | +1,100 | New |