Institutional Ownership Guidewire Software, Inc. (GWRE)
This table provides information about the institutional ownership of Guidewire Software, Inc. (GWRE). We have compiled data on the 731 institutions that hold shares in the stock, with a total of 79.2 Million shares, which have been reported (via 13F filing form) to have a value of $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
21
shares
|
$4,851
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
21
shares
|
$4,851
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
20
shares
|
$4,620
0.0% of portfolio
|
Q2 2025
Reduced 39.39%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
20
shares
|
$4,620
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
19
shares
|
$4,389
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
19
shares
|
$4,389
0.0% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
19
shares
|
$4,389
0.0% of portfolio
|
Q2 2025
Added 35.71%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
18
shares
|
$4,158
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
15
shares
|
$3,465
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
15
shares
|
$3,465
0.0% of portfolio
|
Q2 2025
Reduced 31.82%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
14
shares
|
$3,234
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
13
shares
|
$3,003
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
12
shares
|
$2,772
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11
shares
|
$2,541
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
11
shares
|
$2,541
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
11
shares
|
$2,541
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
11
shares
|
$2,541
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
10
shares
|
$2,310
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
10
shares
|
$2,310
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
10
shares
|
$2,310
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
10
shares
|
$2,310
0.0% of portfolio
|
Q2 2025
Reduced 88.37%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
10
shares
|
$2,310
0.0% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
9
shares
|
$2,079
0.0% of portfolio
|
Q2 2025
Reduced 86.15%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
9
shares
|
$2,079
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
8
shares
|
$1,848
0.0% of portfolio
|
Q2 2025
New holding
|