| 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.
| 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.
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