InvestorLens

GWRE — GUIDEWIRE SOFTWARE INC

Public company

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying GWRE?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
50
Institutional Conviction
Net distribution · 2 buying vs 2 selling last quarter
44
Macro Tailwind
Macro conditions are mixed for this sector
52
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their GWRE position last quarter, 2 bought and 2 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime).

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Paul Tudor Jones, Steve Cohen)
  • +5 tracked investors reported holding GWRE at their latest filing
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (0 reduced, 2 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About GUIDEWIRE SOFTWARE INC (GWRE)

GUIDEWIRE SOFTWARE INC (GWRE) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $125M. Across recent filings, tracked investors recorded 4 new positions, 1 increased, 1 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in GWRE

63
/100
Institutional Accumulation
Added / Increased5
Reduced1
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track GWRE

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

GWRE Ownership Composition

How GUIDEWIRE SOFTWARE INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
52% of tracked value
Institutions
5
tracked investors
Total Reported
$118.7M
combined 13F value
Sectors2
  • Other51.8%
  • Hedge Funds48.2%
Other(4)
51.8%
Hedge Funds(1)
48.2%

Tracked investors reporting GWRE

  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    252.5K
    Value
    $37.8M
    % Portfolio
    0.02%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    382.6K
    Value
    $57.2M
    % Portfolio
    0.07%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    7K
    Value
    $1M
    % Portfolio
    0.00%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    151.3K
    Value
    $22.6M
    % Portfolio
    0.00%
  • Ray DalioDec 31, 2025
    Bridgewater Associates
    Shares
    19K
    Value
    $3.8K
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold GWRE?
5 tracked institutional investors disclosed a position in GWRE (GUIDEWIRE SOFTWARE INC) in their most recent 13F filing.
Who is the largest institutional holder of GWRE?
Izzy Englander, Millennium Management, holds the largest disclosed position in GWRE, valued at $125M.
Did institutional ownership of GWRE increase or decrease?
Across recent 13F filings, tracked investors recorded 4 new positions, 1 increased, 1 reduced, and 2 fully exited GWRE.
Where does this GWRE ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
GWRE (GUIDEWIRE SOFTWARE INC) — Institutional Holders & 13F — InvestorLens