Cliff Asness's GWRE Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1.27 M shares of Guidewire Software, Inc. (GWRE) worth $292.15 M, representing 0.19% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in GWRE, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2024, adding 419,796 shares. Largest reduction occurred in Q3 2016, reducing 18,752 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Guidewire Software (GWRE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Guidewire Software (GWRE) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +21,113 | Add 0.00% | 21,112 | $42.06 |
| Q3 2013 | -7,900 | Reduce 37.42% | 13,212 | $47.08 |
| Q4 2013 | -13,212 | Sold Out | 13,212 | $0.00 |
| Q1 2014 | +4,384 | New Buy | 4,384 | $49.04 |
| Q2 2014 | -4,384 | Sold Out | 4,384 | $0.00 |
| Q3 2015 | +6,547 | New Buy | 6,547 | $52.54 |
| Q4 2015 | +15,653 | Add 239.09% | 22,200 | $60.18 |
| Q1 2016 | +2,700 | Add 12.16% | 24,900 | $54.50 |
| Q2 2016 | -1,135 | Reduce 4.56% | 23,765 | $61.77 |
| Q3 2016 | -18,752 | Reduce 78.91% | 5,013 | $60.04 |
| Q4 2016 | -5,013 | Sold Out | 5,013 | $0.00 |
| Q2 2018 | +5,735 | New Buy | 5,735 | $88.75 |
| Q3 2018 | +2,456 | Add 42.82% | 8,191 | $100.96 |
| Q4 2018 | -2,056 | Reduce 25.10% | 6,135 | $80.20 |
| Q3 2019 | +209 | Add 3.41% | 6,344 | $103.88 |
| Q4 2019 | +205 | Add 3.23% | 6,549 | $109.48 |
| Q1 2020 | +2,791 | Add 42.62% | 9,340 | $79.34 |
| Q2 2020 | -4,279 | Reduce 45.81% | 5,061 | $109.27 |
| Q4 2020 | +1,228 | Add 24.26% | 6,289 | $128.48 |
| Q1 2021 | -2,027 | Reduce 32.23% | 4,262 | $101.60 |
| Q2 2021 | -4,262 | Sold Out | 4,262 | $0.00 |
| Q1 2023 | +20,937 | New Buy | 20,937 | $80.50 |
| Q2 2023 | +19,011 | Add 90.80% | 39,948 | $75.76 |
| Q3 2023 | +13,136 | Add 32.88% | 53,084 | $90.00 |
| Q4 2023 | +124,815 | Add 235.13% | 177,899 | $109.04 |
| Q1 2024 | -1,749 | Reduce 0.98% | 176,150 | $116.13 |
| Q2 2024 | +115,757 | Add 65.72% | 291,907 | $137.89 |
| Q3 2024 | +419,796 | Add 143.81% | 711,703 | $180.18 |
| Q4 2024 | +227,238 | Add 31.93% | 938,941 | $167.33 |
| Q1 2025 | +62,672 | Add 6.67% | 1 M | $182.32 |
| Q2 2025 | +67,851 | Add 6.77% | 1.07 M | $235.33 |
| Q3 2025 | +202,064 | Add 18.89% | 1.27 M | $229.76 |
Cliff Asness's Guidewire Software Investment FAQs
Cliff Asness first purchased Guidewire Software, Inc. (GWRE) in Q2 2013, acquiring 21,112 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Guidewire Software, Inc. (GWRE) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Guidewire Software, Inc. (GWRE) was in Q3 2024, adding 711,703 shares worth $128.23 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,271,528 shares of Guidewire Software, Inc. (GWRE), valued at approximately $292.15 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Guidewire Software, Inc. (GWRE) represents approximately 0.19% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Guidewire Software, Inc. (GWRE) was 1,271,528 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.