Among active 13F managers last quarter, 4 opened and 29 added, while 20 reduced; the largest holder to move was Linonia Partnership LP (+43%). Over the last 180 days, 5 insiders sold and none bought, a net -$13.4M in open-market trades.
33 adding vs 20 trimming; insiders net sold $13.4M.
484 tracked 13F filers disclose a position in GWRE as of the latest SEC 13F filings, a combined $10.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.3M | $1.4B | ▲+5.0% Added · +442K sh | Q1 2026 | |
| 2 | Linonia Partnership LP | 7.7M | $1.1B | ▲+43% Added · +2.3M sh | Q1 2026 | |
| 3 | Vanguard Portfolio Management LLC | 4.6M | $687.2M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 4 | Darsana Capital Partners LP | 4.0M | $598.2M | ▲+60% Added · +1.5M sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 3.8M | $574.8M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 6 | Massachusetts Financial Services Co | 3.0M | $452.2M | ▼−30% Reduced · −1.3M sh | Q1 2026 | |
| 7 | State Street Corp | 2.7M | $330.0M | ▲+2.3% Added · +61K sh | Q2 2026 | |
| 8 | Royal Bank Of Canada | 2.0M | $304.6M | ▲+59% Added · +759K sh | Q1 2026 | |
| 9 | Route One Investment Company, L.P. | 1.8M | $276.6M | ▲+11% Added · +179K sh | Q1 2026 | |
| 10 | Geode Capital Management, LLC | 1.6M | $201.3M | ▼−4.3% Reduced · −73K sh | Q2 2026 | |
| 11 | Principal Financial Group Inc | 1.2M | $176.5M | ▲+547% Added · +998K sh | Q1 2026 | |
| 12 | T. Rowe Price Investment Management, Inc. | 1.2M | Withheld | ▲New +1.2M sh | Q1 2026 | |
| 13 | Artisan Partners Limited Partnership | 1.1M | $171.3M | ▲+7.9% Added · +84K sh | Q1 2026 | |
| 14 | Curated Wealth Partners LLC | 1.1M | Withheld | ▲New +1.1M sh | Q2 2026 | |
| 15 | Wasatch Advisors LP | 867K | $106.7M | ▲+8.2% Added · +66K sh | Q2 2026 | |
| 16 | JPMorgan Chase & Co | 858K | $124.3M | ▲+28% Added · +186K sh | Q1 2026 | |
| 17 | Westfield Capital Management Co LP | 839K | $103.3M | ▲+72% Added · +353K sh | Q2 2026 | |
| 18 | Northern Trust Corp | 750K | $112.2M | ▲+2.1% Added · +16K sh | Q1 2026 | |
| 19 | Jane Street Group, LLC | 731K | $109.4M | ▲+723% Added · +642K sh | Q1 2026 | |
| 20 | Blair William & Co | 726K | $89.4M | ▼−26% Reduced · −249K sh | Q2 2026 | |
| 21 | Morgan Stanley | 720K | $107.7M | ▲+27% Added · +153K sh | Q1 2026 | |
| 22 | Bank Of America Corp | 696K | $104.0M | ▲+47% Added · +224K sh | Q1 2026 | |
| 23 | Brown Brothers Harriman & Co | 659K | $81.0M | ▼−6.7% Reduced · −48K sh | Q2 2026 | |
| 24 | Franklin Templeton Inc | 630K | $94.2M | ▼−28% Reduced · −240K sh | Q1 2026 | |
| 25 | DF Dent & Co Inc | 618K | $92.5M | ▲+37% Added · +165K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in GWRE and 29 added to an existing one, while 20 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 275 funds | $275.0B |
| AMAZON.COM INCAMZN | 274 funds | $209.7B |
| NVIDIA CORPNVDA | 272 funds | $404.3B |
| META PLATFORMS INC-CLASS AMETA | 267 funds | $116.2B |
| ALPHABET INC-CL AGOOGL | 263 funds | $174.4B |
| VISA INC-CLASS A SHARESV | 263 funds | $65.5B |
| ELI LILLY & COLLY | 261 funds | $75.5B |
| APPLE INCAAPL | 260 funds | $296.4B |
| ALPHABET INC-CL CGOOG | 258 funds | $125.7B |
| BROADCOM INCAVGO | 255 funds | $159.2B |
| JPMORGAN CHASE & COJPM | 253 funds | $64.7B |
| COSTCO WHOLESALE CORPCOST | 253 funds | $38.3B |
Ranked by how many of GWRE's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 31, 2026 | Rosenbaum Michael George | Chief Executive Officer, Director | Sell (S) | 1K | $245K |
| Aug 27, 2026 | Peterson David Franklin | Chief Accounting Officer | Sell (S) | 3K | $500K |
| Aug 25, 2026 | Mullen John P | President | Sell (S) | 2K | $339K |
| Aug 24, 2026 | Rosenbaum Michael George | Chief Executive Officer, Director | Sell (S) | 1K | $225K |
| Aug 19, 2026 | Mullen John P | President | Sell (S) | 16K | $3.0M |
| Aug 17, 2026 | Rosenbaum Michael George | Chief Executive Officer, Director | Sell (S) | 1K | $207K |
| Aug 10, 2026 | Rosenbaum Michael George | Chief Executive Officer, Director | Sell (S) | 1K | $203K |
| Aug 3, 2026 | Rosenbaum Michael George | Chief Executive Officer, Director | Sell (S) | 1K | $187K |
| Jul 27, 2026 | Rosenbaum Michael George | Chief Executive Officer, Director | Sell (S) | 1K | $171K |
| Jul 20, 2026 | Rosenbaum Michael George | Chief Executive Officer, Director | Sell (S) | 1K | $177K |
| Jul 13, 2026 | Rosenbaum Michael George | Chief Executive Officer, Director | Sell (S) | 1K | $166K |
| Jul 9, 2026 | King James Winston | Chief Admin Officer, Gen Couns | Sell (S) | 2K | $220K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Latest quarterly filings | 56 | 36 | – |
Insiders Form 4 open-market | 0 | 5 | -$13.4M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital DISCLOSED rotating, as of the latest public SEC 13F filings. It is DATA, NOT investment advice, a recommendation, or a prediction. Filings lag ~45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| GWREthis pagecs | 484 funds | $10.5B |
| GWRE 1.25 11/01/29Sovereign/Corporate | 61 funds | $477.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for GWRE
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/GWRE/capital-change-brief"
Use Arkolith's capital_change_brief for GWRE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for GWRE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.