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 |
|---|---|---|---|---|---|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
35
shares
|
$7,787
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
34
shares
|
$7,565
0.0% of portfolio
|
Q3 2025
Added 209.09%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
33
shares
|
$7,342
0.0% of portfolio
|
Q3 2025
Added 37.5%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
30
shares
|
$6,675
0.0% of portfolio
|
Q4 2025
Added 76.47%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
27
shares
|
$6,007
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
27
shares
|
$6,007
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
26
shares
|
$5,785
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
26
shares
|
$5,785
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
26
shares
|
$5,785
0.0% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
26
shares
|
$5,785
0.0% of portfolio
|
Q3 2025
Added 44.44%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
25
shares
|
$5,562
0.0% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
25
shares
|
$5,562
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
25
shares
|
$5,562
0.0% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
25
shares
|
$5,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 21, 2026 Q4 2025 |
24
shares
|
$5,340
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
23
shares
|
$5,117
0.0% of portfolio
|
Q3 2025
Added 283.33%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
23
shares
|
$5,117
0.0% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
21
shares
|
$4,672
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
21
shares
|
$4,672
0.0% of portfolio
|
Q3 2024
Added 162.5%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
21
shares
|
$4,672
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
21
shares
|
$4,672
0.0% of portfolio
|
Q4 2025
Added 10.53%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
20
shares
|
$4,450
0.0% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
20
shares
|
$4,450
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
19
shares
|
$4,227
0.0% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
17
shares
|
$3,782
0.0% of portfolio
|
Q3 2025
Reduced 22.73%
|
|