GUIDEWIRE SOFTWARE INC (GWRE) Institutional Ownership Changes & 13F Activity
GUIDEWIRE SOFTWARE INC (GWRE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Mercer Global Advisors Inc, Greenstone Partners & Co., Llc, State Of Tennessee, Department Of Treasury, and Algert Global Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +10 | — | 10 | $2.01K | Q4 2025 | Aug 28, 2026 |
| Advisors Asset Management, Inc. | Sell | -758 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -7,954 | -39.6% | 12,144 | $2.44M | Q4 2025 | Aug 18, 2026 |
| Algert Global Llc | Sell | -30,879 | -49.5% | 31,443 | $6.32M | Q4 2025 | Aug 11, 2026 |
| Storebrand Asset Management As | Sell | -1,270 | -100.0% | 0 | $0.00 | Q4 2025 | Jun 03, 2026 |
| National Philanthropic Trust | Sell | -987 | -100.0% | 0 | $0.00 | Q4 2025 | May 15, 2026 |
| 1015 Capital Partners, Llc | Buy | +2 | — | 2 | $402.00 | Q4 2025 | May 11, 2026 |
| Journey Retirement Planning & Investment Management Llc | Buy | +1,482 | — | 1,482 | $297.89K | Q4 2025 | Apr 29, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +224 | +186.7% | 344 | $69.15K | Q4 2025 | Apr 24, 2026 |
| Bravera Wealth | Buy | +17 | — | 17 | $3.42K | Q4 2025 | Apr 22, 2026 |
| Purpose Unlimited Inc. | Buy | +34 | — | 34 | $6.83K | Q4 2025 | Mar 20, 2026 |
| Osbon Capital Management Llc | Buy | +34 | — | 34 | $6.83K | Q4 2025 | Mar 16, 2026 |
| Dutch Asset Corp | Buy | +2,835 | — | 2,835 | $570.00K | Q4 2025 | Mar 11, 2026 |
| Hsbc Holdings Plc | Buy | +7,237 | — | 7,237 | $1.46M | Q4 2025 | Mar 06, 2026 |
| Bayban | Buy | +76 | — | 76 | $15.28K | Q4 2025 | Mar 05, 2026 |
| Shp Wealth Management | Buy | +115 | — | 115 | $23.12K | Q4 2025 | Mar 04, 2026 |
| Midfirst Bank | Buy | +1,056 | — | 1,056 | $5.23K | Q4 2025 | Feb 25, 2026 |
| Avory & Company, Llc | Buy | +1,187 | — | 1,187 | $238.60K | Q4 2025 | Feb 24, 2026 |
| Bell Investment Advisors, Inc | Buy | +20 | — | 20 | $4.02K | Q4 2025 | Feb 24, 2026 |
| Virtu Financial Llc | Buy | +6,543 | — | 6,543 | $1.31M | Q4 2025 | Feb 23, 2026 |
| Kera Capital Partners, Inc. | Buy | +1,673 | — | 1,673 | $235.49K | Q4 2025 | Feb 23, 2026 |
| Wealth Preservation Advisors, Llc | Buy | +50 | — | 50 | $10.05K | Q4 2025 | Feb 23, 2026 |
| Beaird Harris Wealth Management, Llc | Buy | +11 | — | 11 | $2.21K | Q4 2025 | Feb 23, 2026 |
| Corient Private Wealth Llc | Buy | +10,958 | — | 10,958 | $2.16M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +3,669 | — | 3,669 | $737.58K | Q4 2025 | Feb 19, 2026 |
| Birchwood Financial Partners, Inc. | Buy | +37 | — | 37 | $7.44K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +231,589 | — | 231,589 | $46.55M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +64,146 | — | 64,146 | $12.89M | Q4 2025 | Feb 18, 2026 |
| Greenstone Partners & Co., Llc | Buy | +60,000 | +47.6% | 185,956 | $37.38M | Q4 2025 | Feb 18, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +33,417 | — | 33,417 | $4.70M | Q4 2025 | Feb 18, 2026 |
Frequently asked questions about GWRE activity
Which institutional owners are buying GWRE?
Institutional owners buying GWRE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in GWRE activity?
"Buy" means an investor increased their reported position in GWRE compared to the prior reporting period. This reflects growing exposure to GUIDEWIRE SOFTWARE INC (GWRE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GWRE increasing?
Institutional interest in GWRE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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