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 Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $7.92 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 | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
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)
Major holders include Cliff Asness ($292.15 M), Paul Tudor Jones ($63.76 M), Renaissance Technologies ($32.89 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 56.26 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $138.93 M, with 6 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited GWRE. The total reported sell value was $13.81 M.
Yes, 4 managers opened new positions in GWRE, and 2 increased their existing holdings. The total reported buy value was $152.74 M.