Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in GWRE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BAMCO INC /NY/ | 9.0M | $1.11B | +36.3% | 10.803% | 1.66% |
| 2 | BlackRock, Inc. | 8.9M | $1.10B | -4.5% | 10.701% | 0.02% |
| 3 | Linonia Partnership LP | 6.9M | $853.2M | -9.4% | 8.328% | 15.24% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.5M | $554.6M | -1.9% | 5.414% | 0.02% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.8M | $473.2M | +0.1% | 4.619% | 0.01% |
| 6 | Darsana Capital Partners LP | 3.8M | $468.1M | -4.9% | 4.569% | 2.10% |
| 7 | STATE STREET CORP | 2.7M | $330.0M | +2.3% | 3.221% | 0.00% |
| 8 | JPMORGAN CHASE & CO | 2.2M | $272.3M | +162.2% | 2.702% | 0.02% |
| 9 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.0M | $249.6M | -32.3% | 2.437% | 0.08% |
| 10 | Route One Investment Company, L.P. | 1.8M | $227.6M | 0.0% | 2.221% | 9.14% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $201.3M | -4.3% | 1.964% | 0.01% |
| 12 | PRINCIPAL FINANCIAL GROUP INC | 1.2M | $153.7M | +5.8% | 1.500% | 0.08% |
| 13 | VAN ECK ASSOCIATES CORP | 1.2M | $149.6M | — | 1.460% | 0.09% |
| 14 | Artisan Partners Limited Partnership | 970K | $119.4M | -15.3% | 1.165% | 0.19% |
| 15 | JANE STREET GROUP, LLC | 923K | $113.6M | +16.7% | 1.109% | 0.01% |
| 16 | WASATCH ADVISORS LP | 867K | $106.7M | +8.2% | 1.042% | 0.70% |
| 17 | WESTFIELD CAPITAL MANAGEMENT CO LP | 839K | $103.3M | +72.5% | 1.008% | 0.34% |
| 18 | WELLINGTON MANAGEMENT GROUP LLP | 776K | $95.5M | -30.5% | 0.933% | 0.02% |
| 19 | Stockbridge Partners LLC | 760K | $93.5M | +456.9% | 0.913% | 1.97% |
| 20 | NORTHERN TRUST CORP | 727K | $89.4M | -3.1% | 0.873% | 0.01% |
| 21 | BLAIR WILLIAM & CO/IL | 726K | $89.4M | -25.5% | 0.873% | 0.23% |
| 22 | BANK OF AMERICA CORP /DE/ | 697K | $85.7M | +0.1% | 0.837% | 0.01% |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 663K | $81.6M | +10.8% | 0.796% | 0.04% |
| 24 | BROWN BROTHERS HARRIMAN & CO | 659K | $81.0M | -6.7% | 0.791% | 0.36% |
| 25 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 609K | $75.0M | +78.5% | 0.732% | 0.23% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in GWRE — a direct measure of their conviction.
Filings activity in GWRE during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 551 | 7.2% | 101.53% | 0.87 pp | $10.09B | 19% |
| Q1 2026 | 594 | 8.8% | 102.40% | +2.45 pp | $12.39B | 24% |
| Q4 2025 | 651 | 3.3% | 99.95% | +2.14 pp | $16.23B | 13% |
| Q3 2025 | 673 | +0.7% | 97.81% | 3.76 pp | $18.72B | 2.1% |
| Q2 2025 | 668 | +17% | 101.57% | 27.67 pp | $19.12B | +24% |
| Q1 2025 | 571 | +6.3% | 129.24% | +28.39 pp | $15.45B | +3.2% |
| Q4 2024 | 537 | +11% | 100.85% | +0.98 pp | $14.96B | +5.6% |
| Q3 2024 | 482 | — | 99.87% | — | $14.16B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying GWRE stock.
Based on Q2 2026 13F filings, institutional ownership of Guidewire Software, Inc. stands at 101.5%, held across 551 reporting institutions.
BAMCO INC /NY/ is the largest reported institutional holder of GWRE, with approximately 8,994,456 shares worth $1.11B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of GWRE, including JANE STREET GROUP, LLC.
Our composite Smart Money Score for GWRE is 32 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
76 institutions opened new positions in GWRE during Q2 2026, while 123 fully exited. 88 added to existing positions and 371 trimmed.
GWRE institutional ownership fell by 0.87 percentage points quarter-over-quarter, with a net change of -43 holders.
The top 10 institutions account for 55.8% of all reported 13F value in GWRE, and the top 25 account for 72.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Guidewire Software, Inc. (GWRE) Institutional Ownership