Guru Ownership Trend
Guru Analysis for Guidewire Software, Inc. (GWRE)
Guidewire Software, Inc. (GWRE), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $97.61 M.
Top institutional holders include Steven Cohen and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $174.99 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 286.1%. Conversely, Cliff Asness reduced exposure by 83.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Guidewire Software, Inc. (GWRE)
Major holders include Steven Cohen ($54.14 M), Cliff Asness ($31.85 M), Joel Greenblatt ($17.74 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 695,913 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $174.99 M, with 2 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 4 fully exited GWRE. The total reported sell value was $190.9 M.
Yes, 0 managers opened new positions in GWRE, and 2 increased their existing holdings. The total reported buy value was $15.91 M.