DaveManuel.com · Institutional Ownership · Who Owns It
GUIDEWIRE SOFTWARE INC (GWRE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
559
Reporting holders
$10.6B
Reported value
101.9%
Of shares outstanding
0.9%
Calls
0.4%
Puts
-43
Holder change
Institutions report 84,809,216 shares against 83,256,364 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BAMCO INC /NY/ | $1.1B | 8,994,456 | 1.66% | 31q | +36.3%+$295.0M |
| BlackRock, Inc. | $1.1B | 8,909,665 | 0.02% | 8q | -4.5%-$51.4M |
| Linonia Partnership LP | $853.2M | 6,933,483 | 15.24% | 11q | -9.4%-$88.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $554.6M | 4,507,288 | 0.02% | 2q | -1.9%-$10.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $473.2M | 3,845,465 | 0.01% | 2q | HELD |
| Darsana Capital Partners LP | $468.1M | 3,804,000 | 2.10% | 25q | -4.9%-$24.1M |
| STATE STREET CORP | $330.0M | 2,681,587 | 0.01% | 31q | +2.3%+$7.5M |
| JPMORGAN CHASE & CO | $272.3M | 2,249,339 | 0.02% | 31q | +162.2%+$168.5M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $249.6M | 2,028,908 | 0.08% | 11q | -32.3%-$118.9M |
| Route One Investment Company, L.P. | $227.6M | 1,849,364 | 9.14% | 26q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $201.3M | 1,635,297 | 0.01% | 31q | -4.3%-$9.0M |
| PRINCIPAL FINANCIAL GROUP INC | $153.7M | 1,249,192 | 0.08% | 31q | +5.8%+$8.5M |
| VAN ECK ASSOCIATES CORP | $149.6M | 1,215,855 | 0.09% | new | NEW |
| T. Rowe Price Investment Management, Inc. | $147.5M | 1,198,824 | 0.10% | 2q | +3.8%+$5.5M |
| Artisan Partners Limited Partnership | $119.4M | 970,325 | 0.19% | 31q | -15.3%-$21.5M |
| JANE STREET GROUP, LLC | $113.6M incl. $10.9M options CALL+PUT | 834,841 | 0.01% | 31q | +14.2%+$14.1M |
| WASATCH ADVISORS LP | $106.7M | 867,117 | 0.70% | 31q | +8.2%+$8.1M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $103.3M | 839,337 | 0.34% | 2q | +72.5%+$43.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $95.5M | 776,446 | 0.02% | 31q | -30.5%-$41.8M |
| Stockbridge Partners LLC | $93.5M | 759,827 | 1.97% | 31q | +456.9%+$76.7M |
| DF DENT & CO INC | $89.4M | 726,645 | 1.70% | 31q | +17.5%+$13.3M |
| NORTHERN TRUST CORP | $89.4M | 726,559 | 0.01% | 31q | -3.1%-$2.9M |
| BLAIR WILLIAM & CO/IL | $89.4M | 726,387 | 0.23% | 31q | -25.5%-$30.6M |
| BANK OF AMERICA CORP /DE/ | $85.7M | 696,536 | 0.01% | 31q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $81.6M | 663,050 | 0.04% | 8q | +10.8%+$8.0M |
| BROWN BROTHERS HARRIMAN & CO | $81.0M | 658,636 | 0.36% | 22q | -6.7%-$5.9M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $75.0M | 609,420 | 0.23% | 31q | +78.5%+$33.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $74.4M | 604,873 | 0.01% | 31q | HELD |
| PARNASSUS INVESTMENTS, LLC | $73.2M | 594,883 | 0.20% | 28q | +303.7%+$55.1M |
| Stephens Investment Management Group LLC | $73.0M | 593,454 | 0.78% | 31q | +13.1%+$8.4M |
| 1832 Asset Management L.P. | $68.2M | 554,286 | 0.03% | 3q | -1.4%-$943.3K |
| Ardmore Road Asset Management LP | $67.7M | 550,000 | 3.97% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $66.7M | 542,329 | 0.01% | 2q | HELD |
| Bank of New York Mellon Corp | $65.6M | 533,133 | 0.01% | 31q | +3.3%+$2.1M |
| DIMENSIONAL FUND ADVISORS LP | $60.8M | 493,769 | 0.01% | 31q | +47.6%+$19.6M |
| MORGAN STANLEY | $60.7M | 493,637 | 0.00% | 35q | -31.5%-$27.9M |
| UBS Group AG | $56.0M incl. $12.0M options CALL+PUT | 357,511 | 0.01% | 31q | +76.7%+$24.3M |
| Thrivent Financial for Lutherans | $55.3M | 449,647 | 0.09% | 13q | +180.4%+$35.6M |
| Sculptor Capital LP | $54.9M | 446,500 | 0.45% | 7q | -12.5%-$7.8M |
| Greenstone Partners & Co., LLC | $49.8M | 404,584 | 11.51% | 23q | HELD |
| GOLDMAN SACHS GROUP INC | $49.0M incl. $4.2M options CALL | 363,864 | 0.00% | 31q | -13.1%-$7.4M |
| BROWN ADVISORY INC | $48.8M | 396,198 | 0.08% | 31q | -8.7%-$4.6M |
| Balyasny Asset Management L.P. | $45.8M | 372,149 | 0.06% | 15q | +212.9%+$31.2M |
| D. E. Shaw & Co., Inc. | $44.1M incl. $972.1K options CALL | 350,829 | 0.02% | 31q | -6.2%-$2.9M |
| Rathbones Group PLC | $42.2M | 343,252 | 0.16% | 7q | -50.1%-$42.4M |
| Nuveen, LLC | $42.1M | 341,881 | 0.01% | 6q | -29.0%-$17.1M |
| DEUTSCHE BANK AG\ | $41.6M | 338,477 | 0.01% | 34q | -10.4%-$4.9M |
| Hudson Way Capital Management LLC | $41.1M | 333,982 | 3.66% | 8q | -19.6%-$10.0M |
| AMERICAN CAPITAL MANAGEMENT INC | $40.5M | 328,983 | 1.82% | 29q | +1.5%+$589.0K |
| CITADEL ADVISORS LLC | $39.2M incl. $22.9M options CALL+PUT | 132,360 | 0.00% | 31q | +144.6%+$23.2M |
| Sandhill Capital Partners LLC | $39.1M | 317,667 | 3.18% | 5q | +31.2%+$9.3M |
| Quantinno Capital Management LP | $36.9M | 299,752 | 0.04% | 10q | -36.1%-$20.9M |
| Jupiter Topco LLC | $35.7M | 290,313 | 0.01% | new | FIRST |
| FRANKLIN RESOURCES INC | $35.2M | 286,448 | 0.01% | 31q | -54.5%-$42.2M |
| MAKENA CAPITAL MANAGEMENT LLC | $34.8M | 282,984 | 3.66% | 9q | +41.0%+$10.1M |
| RIVERBRIDGE PARTNERS LLC | $32.8M | 266,959 | 0.92% | 31q | +16.3%+$4.6M |
| Clearbridge Investments, LLC | $32.3M | 262,114 | 0.03% | 11q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $31.5M | 255,963 | 0.01% | 31q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $30.4M | 247,040 | 0.01% | 15q | +38.3%+$8.4M |
| RAYMOND JAMES FINANCIAL INC | $30.2M | 245,828 | 0.01% | 7q | +2.5%+$726.5K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $28.4M | 231,189 | 0.00% | 31q | -7.0%-$2.1M |
| Assenagon Asset Management S.A. | $28.2M | 229,236 | 0.02% | 22q | -63.5%-$49.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $28.2M incl. $21.1M options CALL+PUT | 57,514 | 0.00% | 31q | -28.3%-$11.1M |
| Conestoga Capital Advisors, LLC | $27.6M | 224,372 | 0.60% | 31q | -18.4%-$6.2M |
| RHUMBLINE ADVISERS | $27.5M | 223,182 | 0.02% | 31q | -18.6%-$6.3M |
| FEDERATED HERMES, INC. | $26.8M | 217,556 | 0.04% | 16q | -41.8%-$19.2M |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $25.5M | 206,923 | 0.34% | 19q | +59.8%+$9.5M |
| NEW YORK STATE COMMON RETIREMENT FUND | $24.1M | 196,129 | 0.03% | 31q | +9.9%+$2.2M |
| ROYAL BANK OF CANADA | $23.7M | 192,274 | 0.00% | 31q | -90.6%-$227.0M |
| SEI INVESTMENTS CO | $23.3M | 189,611 | 0.02% | 31q | -14.2%-$3.9M |
| AQR CAPITAL MANAGEMENT LLC | $21.3M | 175,386 | 0.01% | 14q | -18.5%-$4.8M |
| Swiss National Bank | $20.4M | 165,600 | 0.01% | 31q | -1.5%-$319.9K |
| AMERIPRISE FINANCIAL INC | $20.2M | 164,341 | 0.00% | 11q | -39.4%-$13.1M |
| Oakcliff Capital Partners, LP | $19.5M | 158,683 | 7.27% | 23q | +10.1%+$1.8M |
| WELLS FARGO & COMPANY/MN | $19.0M | 154,128 | 0.00% | 31q | +30.9%+$4.5M |
| NORGES BANK | $18.6M | 150,914 | 0.00% | 32q | +10.2%+$1.7M |
| Invesco Ltd. | $18.0M | 146,325 | 0.00% | 31q | +0.5%+$92.9K |
| Squarepoint Ops LLC | $17.3M incl. $8.7M options CALL+PUT | 70,234 | 0.02% | 24q | +1595.2%+$16.3M |
| Teca Partners, LP | $16.4M | 133,685 | 14.14% | 19q | +126.2%+$9.2M |
| BROWN CAPITAL MANAGEMENT LLC | $16.4M | 133,623 | 3.29% | 31q | +2.0%+$328.3K |
| ALLIANCEBERNSTEIN L.P. | $16.1M | 107,373 | 0.01% | 31q | -0.6%-$96.2K |
| Anabranch Capital Management, LP | $16.0M | 129,697 | 12.19% | 23q | HELD |
| Trexquant Investment LP | $15.7M | 127,303 | 0.09% | new | NEW |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $15.4M | 124,998 | 0.02% | 3q | +32.0%+$3.7M |
| ENVESTNET ASSET MANAGEMENT INC | $14.9M | 121,342 | 0.00% | 31q | -32.3%-$7.1M |
| Creative Planning | $14.7M | 119,433 | 0.01% | 15q | +224.2%+$10.2M |
| TWO SIGMA INVESTMENTS, LP | $14.6M | 118,621 | 0.01% | 7q | +52.3%+$5.0M |
| Shannon River Fund Management LLC | $13.9M | 113,230 | 1.24% | 10q | +80.1%+$6.2M |
| Legal & General Group Plc | $13.4M | 108,602 | 0.00% | 31q | -9.1%-$1.3M |
| Walleye Capital LLC | $13.1M incl. $1.9M options CALL+PUT | 91,142 | 0.05% | 13q | +781.4%+$11.6M |
| IMC-Chicago, LLC | $13.1M CALL+PUT | options only | 0.00% | 7q | OPTIONS |
| California Public Employees Retirement System | $13.0M | 105,422 | 0.01% | 31q | -4.7%-$642.6K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $12.4M | 100,860 | 0.23% | 2q | -34.3%-$6.5M |
| FMR LLC | $12.3M | 99,923 | 0.00% | 31q | -81.7%-$55.0M |
| BANK OF MONTREAL /CAN/ | $12.2M | 99,143 | 0.00% | 31q | -11.3%-$1.6M |
| HRT FINANCIAL LP | $11.8M incl. $2.3M options OPT | 96,146 | 0.02% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $11.8M | 95,550 | 0.01% | 31q | -2.7%-$325.0K |
| Gavilan Investment Partners LLC | $11.7M | 95,000 | 2.85% | 15q | -36.5%-$6.7M |
| THOMPSON SIEGEL & WALMSLEY LLC | $11.6M incl. $3.9M options PUT | 62,370 | 0.21% | 7q | -7.0%-$880.7K |
| NOMURA HOLDINGS INC | $11.6M | 94,225 | 0.01% | 7q | -7.1%-$879.6K |
Showing the largest 100 of 559 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-27 | 2026-10-27 | Material agreement entered | filing |
| 2026-09-03 | 2026-09-01 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-17 | Rosenbaum Michael George | Chief Executive Officer | Sold | 72,290 | $10.4M |
| 2026-09-17 | Mullen John P | President | Sold | 39,683 | $5.7M |
| 2026-09-17 | Cooper Jeffrey Elliott | Chief Financial Officer | Sold | 23,234 | $3.4M |
| 2026-08-19 | Mullen John P | President | Sold | 16,200 | $3.0M |
| 2026-08-19 | Mullen John P | President | Sold | 14,400 | $2.7M |
| 2026-09-17 | King James Winston | Chief Admin Officer, Gen Couns | Sold | 11,814 | $1.7M |
| 2026-10-09 | King James Winston | Chief Admin Officer, Gen Couns | Sold | 9,187 | $1.5M |
| 2026-09-18 | Cooper Jeffrey Elliott | Chief Financial Officer | Sold | 9,941 | $1.4M ×5 |
| 2026-10-20 | Mullen John P | President | Sold | 5,400 | $999.0K |
| 2026-06-16 | Rosenbaum Michael George | Chief Executive Officer | Sold | 5,830 | $692.3K |
| 2026-06-16 | Mullen John P | President | Sold | 4,292 | $509.6K |
| 2026-08-27 | Peterson David Franklin | Chief Accounting Officer | Sold | 2,500 | $500.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 151 | $345.6M | 2,413,245 | 28 | 41 | 47 | 0.0% |
| Q2 2026 | 559 | $10.6B | 84,809,216 | 85 | 153 | 224 | 1.3% |
| Q1 2026 | 602 | $13.0B | 85,830,513 | 92 | 239 | 188 | 0.9% |
| Q4 2025 | 676 | $16.8B | 83,325,313 | 66 | 190 | 272 | 0.6% |
| Q3 2025 | 694 | $19.5B | 84,082,422 | 83 | 247 | 229 | 0.7% |
| Q2 2025 | 683 | $19.9B | 83,996,635 | 135 | 215 | 234 | 0.7% |
| Q1 2025 | 596 | $16.2B | 85,991,378 | 106 | 190 | 208 | 0.7% |
| Q4 2024 | 564 | $14.2B | 83,427,393 | 96 | 195 | 161 | 1.3% |
| Q3 2024 | 505 | $15.7B | 84,770,976 | 94 | 150 | 169 | 1.1% |
| Q2 2024 | 457 | $11.8B | 84,662,961 | 87 | 147 | 141 | 0.9% |
| Q1 2024 | 408 | $10.2B | 86,723,152 | 53 | 122 | 135 | 0.7% |
| Q4 2023 | 391 | $9.4B | 85,643,008 | 54 | 112 | 132 | 0.4% |
| Q3 2023 | 356 | $7.2B | 79,869,823 | 43 | 100 | 124 | 0.7% |
| Q2 2023 | 357 | $6.2B | 80,918,034 | 47 | 105 | 140 | 0.6% |
| Q1 2023 | 354 | $6.7B | 81,014,991 | 56 | 128 | 99 | 0.4% |
| Q4 2022 | 347 | $6.1B | 113,597,908 | 60 | 117 | 122 | 0.5% |
| Q3 2022 | 361 | $6.7B | 108,038,237 | 46 | 142 | 100 | 0.4% |
| Q2 2022 | 358 | $7.9B | 110,825,911 | 46 | 130 | 114 | 0.4% |
| Q1 2022 | 374 | $11.8B | 123,877,375 | 42 | 149 | 109 | 0.3% |
| Q4 2021 | 400 | $14.0B | 123,139,298 | 51 | 124 | 120 | 0.4% |
| Q3 2021 | 372 | $13.8B | 116,027,850 | 42 | 123 | 107 | 0.4% |
| Q2 2021 | 369 | $12.8B | 112,876,992 | 48 | 135 | 105 | 0.5% |
| Q1 2021 | 368 | $11.7B | 114,612,692 | 38 | 140 | 109 | 0.2% |
| Q4 2020 | 406 | $14.0B | 107,775,349 | 63 | 132 | 117 | 0.9% |
| Q3 2020 | 378 | $12.7B | 143,913,073 | 53 | 127 | 112 | 0.3% |
| Q2 2020 | 364 | $11.1B | 130,027,216 | 56 | 132 | 115 | 0.4% |
| Q1 2020 | 363 | $9.5B | 150,771,532 | 54 | 129 | 115 | 0.5% |
| Q4 2019 | 372 | $11.8B | 106,899,008 | 68 | 119 | 105 | 0.4% |
| Q3 2019 | 319 | $10.5B | 98,352,005 | 43 | 117 | 86 | 0.9% |
| Q2 2019 | 327 | $10.0B | 98,281,953 | 40 | 106 | 99 | 0.3% |
| Q1 2019 | 342 | $9.2B | 94,810,650 | 53 | 119 | 91 | 0.3% |
| Q4 2018 | 312 | $7.7B | 95,589,667 | 5 | 7 | 2 | 0.2% |