Guru Ownership Over Time
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 Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $10.93 B.
Top institutional holders include Cliff Asness and Paul Tudor Jones.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $138.93 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Jefferies Group reduced exposure by 85.2%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.19% | Add 18.9% | 1,271,528 | $292.15 M | Q3 2025 | |
| 0.11% | New Buy | 54,750,000 | $63.76 M | Q3 2025 | |
| 0.04% | New Buy | 143,100 | $32.89 M | Q3 2025 | |
| 0.05% | Add 16.8% | 53,298 | $12.25 M | Q3 2025 | |
| 0.03% | New Buy | 34,375 | $7.9 M | Q3 2025 | |
| 0.01% | Reduce -73.8% | 4,561 | $1.05 M | Q3 2025 | |
| 0.00% | Reduce -85.2% | 1,014 | $233,079 | Q3 2025 | |
| 0.00% | New Buy | 15 | $3,448 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Guidewire Software, Inc. (GWRE)
Top Guru holders include Cliff Asness ($292.15 M), Paul Tudor Jones ($63.76 M), Renaissance Technologies ($32.89 M). Collectively, tracked Gurus hold 56.26 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $138.93 M, with 6 Gurus buying and 3 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 1 Gurus sold out of GWRE completely. Total sell value was $13.81 M.
Yes, 4 Gurus opened new positions in GWRE, and 2 added to their existing holdings. Total buy value was $152.74 M.