Ranked by reported Q1 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 | BlackRock, Inc. | 9.3M | $1.40B | +5.0% | 11.204% | 0.02% |
| 2 | Linonia Partnership LP | 7.7M | $1.14B | +42.7% | 9.190% | 21.25% |
| 3 | BAMCO INC /NY/ | 6.6M | $986.7M | +28.2% | 7.924% | 2.98% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.6M | $687.2M | — | 5.519% | 0.04% |
| 5 | Darsana Capital Partners LP | 4.0M | $598.2M | +60.0% | 4.804% | 12.74% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 3.8M | $574.8M | — | 4.616% | 0.01% |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.0M | $452.2M | -29.7% | 3.598% | 0.15% |
| 8 | STATE STREET CORP | 2.6M | $392.0M | +1.8% | 3.148% | 0.01% |
| 9 | ROYAL BANK OF CANADA | 2.0M | $304.6M | +59.4% | 2.446% | 0.05% |
| 10 | Route One Investment Company, L.P. | 1.8M | $276.6M | +10.7% | 2.221% | 12.11% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.7M | $255.6M | -3.9% | 2.052% | 0.02% |
| 12 | PRINCIPAL FINANCIAL GROUP INC | 1.2M | $176.5M | +547.3% | 1.418% | 0.09% |
| 13 | Artisan Partners Limited Partnership | 1.1M | $171.3M | +7.9% | 1.376% | 0.28% |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 1.1M | $167.0M | +31.7% | 1.341% | 0.03% |
| 15 | BLAIR WILLIAM & CO/IL | 975K | $145.9M | -14.0% | 1.171% | 0.42% |
| 16 | WASATCH ADVISORS INC | 801K | $119.9M | +28.9% | 0.963% | 0.80% |
| 17 | NORTHERN TRUST CORP | 750K | $112.2M | +2.2% | 0.901% | 0.01% |
| 18 | MORGAN STANLEY | 720K | $107.7M | +27.0% | 0.865% | 0.01% |
| 19 | BROWN BROTHERS HARRIMAN & CO | 706K | $105.6M | -3.5% | 0.848% | 0.57% |
| 20 | BANK OF AMERICA CORP /DE/ | 696K | $104.0M | +47.5% | 0.835% | 0.01% |
| 21 | FRANKLIN RESOURCES INC | 630K | $94.2M | -27.6% | 0.756% | 0.02% |
| 22 | Assenagon Asset Management S.A. | 629K | $94.0M | +179.0% | 0.755% | 0.15% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 608K | $90.9M | +7.3% | 0.730% | 0.01% |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 598K | $89.5M | +42.2% | 0.719% | 0.05% |
| 25 | 1832 Asset Management L.P. | 562K | $84.0M | +30.0% | 0.675% | 0.11% |
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 Q1 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 584 | 10% | 118.76% | 40.23 pp | $12.12B | 25% |
| Q4 2025 | 650 | 2.8% | 158.99% | 22.78 pp | $16.22B | 13% |
| Q3 2025 | 669 | +0.1% | 181.77% | 5.64 pp | $18.55B | 3.0% |
| Q2 2025 | 668 | +17% | 187.41% | +36.04 pp | $19.12B | +24% |
| Q1 2025 | 571 | +6.3% | 151.37% | +4.75 pp | $15.45B | +3.2% |
| Q4 2024 | 537 | +11% | 146.62% | +7.80 pp | $14.96B | +5.6% |
| Q3 2024 | 482 | +8.8% | 138.82% | +13.10 pp | $14.16B | +10% |
| Q2 2024 | 443 | — | 125.72% | — | $12.83B | — |
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 Q1 2026 13F filings, institutional ownership of Guidewire Software, Inc. stands at 118.8%, held across 584 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of GWRE, with approximately 9,327,701 shares worth $1.40B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of GWRE.
Our composite Smart Money Score for GWRE is 15 out of 100 (Heavy Distribution). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
105 institutions opened new positions in GWRE during Q1 2026, while 171 fully exited. 108 added to existing positions and 368 trimmed.
GWRE institutional ownership fell by 40.23 percentage points quarter-over-quarter, with a net change of -66 holders.
The top 10 institutions account for 56.2% of all reported 13F value in GWRE, and the top 25 account for 72.0%.
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