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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $275.96 M.
Top institutional holders include Cliff Asness and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $1.02 M net inflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Ray Dalio reduced exposure by 44.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Guidewire Software, Inc. (GWRE)
Major holders include Cliff Asness ($264.69 M), Steven Cohen ($69.05 M), Renaissance Technologies (RenTech) ($22.9 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.83 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.02 M, with 3 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited GWRE. The total reported sell value was $77.29 M.
Yes, 1 managers opened new positions in GWRE, and 2 increased their existing holdings. The total reported buy value was $78.3 M.
