Institutional Ownership Guidewire Software, Inc. (GWRE)
This table provides information about the institutional ownership of Guidewire Software, Inc. (GWRE). We have compiled data on the 752 institutions that hold shares in the stock, with a total of 78.6 Million shares, which have been reported (via 13F filing form) to have a value of $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
126
shares
|
$28,036
0.0% of portfolio
|
Q3 2025
Reduced 16.56%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
125
shares
|
$27,813
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
124
shares
|
$27,591
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
115
shares
|
$25,588
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
113
shares
|
$25,143
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
110
shares
|
$24,476
0.0% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
99
shares
|
$22,028
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
98
shares
|
$21,805
0.0% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
87
shares
|
$19,358
0.01% of portfolio
|
Q3 2025
Reduced 50.85%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
83
shares
|
$18,468
0.01% of portfolio
|
Q3 2025
Reduced 78.44%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
83
shares
|
$18,468
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
81
shares
|
$18,023
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
78
shares
|
$17,355
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
75
shares
|
$16,688
0.0% of portfolio
|
Q4 2025
Reduced 56.9%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
72
shares
|
$16,020
0.0% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
72
shares
|
$16,020
0.0% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
68
shares
|
$15,130
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
50
shares
|
$11,125
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
50
shares
|
$11,125
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 28, 2026 Q4 2025 |
45
shares
|
$10,012
0.0% of portfolio
|
Q4 2025
Reduced 41.56%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Jan 27, 2026 Q4 2025 |
45
shares
|
$10,012
0.0% of portfolio
|
Q2 2025
Reduced 38.36%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
45
shares
|
$10,012
0.0% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
44
shares
|
$9,790
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
41
shares
|
$9,122
0.0% of portfolio
|
Q4 2025
Reduced 2.38%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
37
shares
|
$8,232
0.0% of portfolio
|
Q3 2025
Added 184.62%
|
|