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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Financial Management LlcBuy+10—10$2.01KQ4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-758-100.0%0$0.00Q4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-7,954-39.6%12,144$2.44MQ4 2025Aug 18, 2026
Algert Global LlcSell-30,879-49.5%31,443$6.32MQ4 2025Aug 11, 2026
Storebrand Asset Management AsSell-1,270-100.0%0$0.00Q4 2025Jun 03, 2026
National Philanthropic TrustSell-987-100.0%0$0.00Q4 2025May 15, 2026
1015 Capital Partners, LlcBuy+2—2$402.00Q4 2025May 11, 2026
Journey Retirement Planning & Investment Management LlcBuy+1,482—1,482$297.89KQ4 2025Apr 29, 2026
Medallion Wealth Advisors, LlcBuy+224+186.7%344$69.15KQ4 2025Apr 24, 2026
Bravera WealthBuy+17—17$3.42KQ4 2025Apr 22, 2026
Purpose Unlimited Inc.Buy+34—34$6.83KQ4 2025Mar 20, 2026
Osbon Capital Management LlcBuy+34—34$6.83KQ4 2025Mar 16, 2026
Dutch Asset CorpBuy+2,835—2,835$570.00KQ4 2025Mar 11, 2026
Hsbc Holdings PlcBuy+7,237—7,237$1.46MQ4 2025Mar 06, 2026
BaybanBuy+76—76$15.28KQ4 2025Mar 05, 2026
Shp Wealth ManagementBuy+115—115$23.12KQ4 2025Mar 04, 2026
Midfirst BankBuy+1,056—1,056$5.23KQ4 2025Feb 25, 2026
Avory & Company, LlcBuy+1,187—1,187$238.60KQ4 2025Feb 24, 2026
Bell Investment Advisors, IncBuy+20—20$4.02KQ4 2025Feb 24, 2026
Virtu Financial LlcBuy+6,543—6,543$1.31MQ4 2025Feb 23, 2026
Kera Capital Partners, Inc.Buy+1,673—1,673$235.49KQ4 2025Feb 23, 2026
Wealth Preservation Advisors, LlcBuy+50—50$10.05KQ4 2025Feb 23, 2026
Beaird Harris Wealth Management, LlcBuy+11—11$2.21KQ4 2025Feb 23, 2026
Corient Private Wealth LlcBuy+10,958—10,958$2.16MQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+3,669—3,669$737.58KQ4 2025Feb 19, 2026
Birchwood Financial Partners, Inc.Buy+37—37$7.44KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+231,589—231,589$46.55MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+64,146—64,146$12.89MQ4 2025Feb 18, 2026
Greenstone Partners & Co., LlcBuy+60,000+47.6%185,956$37.38MQ4 2025Feb 18, 2026
State Of Tennessee, Department Of TreasuryBuy+33,417—33,417$4.70MQ4 2025Feb 18, 2026
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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.