GWRE

Guidewire Software Inc$148.91 5.96%
Information TechnologyUSCUSIP 40171V100· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
404
13F Value (tracked)
$10.8B
Insider Net · 180d
-$9.5M
0↑ 5↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)33 adding · 21 trimming
Insider net (180d)-$9.5M

Price & smart-money activity

$148.91 5.96%5Y +29.8%
$37.55$97.47$157.39$217.32$277.2420212022202320242025202618111327899812127914170
Hover for who · click for detailEnd-of-day closing prices52w $102.69 – $261.88

Who owns GWRE?

404 tracked 13F filers

404 tracked 13F filers disclose a position in GWRE as of the latest SEC 13F filings, a combined $10.8B 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$1.4B
9.3M
+5.0%
Added · +442K sh
Q1 2026
2Linonia Partnership LP
$1.1B
7.7M
+43%
Added · +2.3M sh
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$687.2M
4.6M
First observed position
No prior filed position
Q1 2026
4Darsana Capital Partners LP
$598.2M
4.0M
+60%
Added · +1.5M sh
Q1 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$574.8M
3.8M
First observed position
No prior filed position
Q1 2026
6MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$452.2M
3.0M
−30%
Reduced · −1.3M sh
Q1 2026
7STATE STREET CORP
$392.0M
2.6M
+1.8%
Added · +45K sh
Q1 2026
8ROYAL BANK OF CANADA
$304.6M
2.0M
+59%
Added · +759K sh
Q1 2026
9Route One Investment Company, L.P.
$276.6M
1.8M
+11%
Added · +179K sh
Q1 2026
10GEODE CAPITAL MANAGEMENT, LLC
$255.6M
1.7M
−3.9%
Reduced · −70K sh
Q1 2026
11PRINCIPAL FINANCIAL GROUP INC
$176.5M
1.2M
+547%
Added · +998K sh
Q1 2026
12T. Rowe Price Investment Management, Inc.
Withheld
1.2M
New
+1.2M sh
Q1 2026
13Artisan Partners Limited Partnership
$171.3M
1.1M
+7.9%
Added · +84K sh
Q1 2026
14Curated Wealth Partners LLC
Withheld
1.1M
New
+1.1M sh
Q2 2026
15BLAIR WILLIAM & CO/IL
$145.9M
975K
−14%
Reduced · −159K sh
Q1 2026
16WASATCH ADVISORS LP
$106.7M
867K
+8.2%
Added · +66K sh
Q2 2026
17JPMORGAN CHASE & CO
$124.3M
858K
+28%
Added · +186K sh
Q1 2026
18NORTHERN TRUST CORP
$112.2M
750K
+2.1%
Added · +16K sh
Q1 2026
19JANE STREET GROUP, LLC
$109.4M
731K
+723%
Added · +642K sh
Q1 2026
20MORGAN STANLEY
$107.7M
720K
+27%
Added · +153K sh
Q1 2026
21BROWN BROTHERS HARRIMAN & CO
$105.6M
706K
−3.5%
Reduced · −25K sh
Q1 2026
22BANK OF AMERICA CORP /DE/
$104.0M
696K
+47%
Added · +224K sh
Q1 2026
23FRANKLIN RESOURCES INC
$94.2M
630K
−28%
Reduced · −240K sh
Q1 2026
24DF DENT & CO INC
$92.5M
618K
+37%
Added · +165K sh
Q1 2026
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$90.9M
608K
+7.3%
Added · +42K 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.

Is GWRE being bought or sold by institutions?

Last quarter, 5 funds opened a new position in GWRE and 28 added to an existing one, while 21 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
28
funds
Reduced
21
funds
Exited
0
funds

Funds that own GWRE also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA196 funds$335.5B
AMAZON.COM INCAMZN195 funds$182.6B
MICROSOFT CORPMSFT194 funds$235.3B
META PLATFORMS INC-CLASS AMETA193 funds$98.6B
APPLE INCAAPL191 funds$243.4B
VISA INC-CLASS A SHARESV190 funds$52.4B
ALPHABET INC-CL AGOOGL189 funds$148.4B
BROADCOM INCAVGO189 funds$130.2B
ELI LILLY & COLLY189 funds$61.2B
MASTERCARD INC - AMA189 funds$47.1B
SERVICENOW INCNOW186 funds$15.0B
ALPHABET INC-CL CGOOG185 funds$104.2B

Ranked by how many of GWRE's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$9.5M
5 insiders
Net
-$9.5M
39 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 20, 2026Rosenbaum Michael GeorgeChief Executive Officer, DirectorSell (S)1K$177K
Jul 13, 2026Rosenbaum Michael GeorgeChief Executive Officer, DirectorSell (S)1K$166K
Jul 9, 2026King James WinstonChief Admin Officer, Gen CounsSell (S)2K$220K
Jul 6, 2026Rosenbaum Michael GeorgeChief Executive Officer, DirectorSell (S)1K$158K
Jun 29, 2026Rosenbaum Michael GeorgeChief Executive Officer, DirectorSell (S)1K$149K
Jun 22, 2026Cooper Jeffrey ElliottChief Financial OfficerSell (S)1K$142K
Jun 22, 2026Rosenbaum Michael GeorgeChief Executive Officer, DirectorSell (S)1K$127K
Jun 16, 2026Rosenbaum Michael GeorgeChief Executive Officer, DirectorSell (S)6K$692K
Jun 16, 2026Cooper Jeffrey ElliottChief Financial OfficerSell (S)3K$308K
Jun 16, 2026Peterson David FranklinChief Accounting OfficerSell (S)246$29K
Jun 16, 2026King James WinstonChief Admin Officer, Gen CounsSell (S)999$119K
Jun 16, 2026Mullen John PPresidentSell (S)4K$510K

Recent filings

15 shown

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Ask your agent what changed in 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/GWRE/capital-change-brief"
Ask your agent
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.