Guidewire Software, Inc.: which funds bought and sold

Institutions that bought and sold Guidewire Software shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 238 institutions that filed 13F reports for both quarters added to or opened positions in Guidewire Software, and 355 cut or closed them. Together they sold a net 1.3M shares, −1.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 919K shares (+3.3%); index fund managers were net sellers of 593K shares (−2.4%). 80 opened a new position and 124 sold out entirely.

Bought, Q2 2026 238 institutions, 80 of them new holders Sold, Q2 2026 355 institutions, 124 of them sold out

Net change, all compared −1.3M shares (−1.5%)

Net change, active managers +919K shares (+3.3%), 34 bought, 38 sold

Buyers versus sellers

institutions compared, 663

238 bought 70 355 sold

Active managers and hedge funds 34 bought · 38 sold · +919K

Index fund managers 3 bought · 8 sold · −593K

Other institutions 201 bought · 309 sold · −1.6M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
BAMCO Inc Active manager	+2.4M +36.3%	9.0M	$1.1B
Jpmorgan Chase & Co	+1.4M +162.2%	2.2M	$272M
Van Eck Associates Corp	+1.2M New position	1.2M	$150M
Stockbridge Partners LLC Hedge fund	+623K +456.9%	760K	$93.5M
Ardmore Road Asset Management LP	+550K New position	550K	$67.7M
Parnassus Investments, LLC Active manager	+448K +303.7%	595K	$73.2M
Westfield Capital Management Co LP Active manager	+353K +72.5%	839K	$103M
Thrivent Financial For Lutherans	+289K +180.4%	450K	$55.3M
William Blair Investment Management, LLC Active manager	+268K +78.5%	609K	$75M
Balyasny Asset Management L.P. Hedge fund	+253K +212.9%	372K	$45.8M
Dimensional Fund Advisors LP	+159K +47.6%	494K	$60.8M
UBS Group AG	+155K +76.7%	358K	$44M
Trexquant Investment LP Hedge fund	+127K New position	127K	$15.7M
Jane Street Group, LLC	+103K +14.2%	835K	$103M
Creative Planning	+83K +224.2%	119K	$14.7M
Makena Capital Management LLC	+82K +41.0%	283K	$34.8M
Marshall Wace, LLP Hedge fund	+82K +872.4%	91K	$11.2M
Walleye Capital LLC Hedge fund	+81K +781.4%	91K	$11.2M
Citadel Advisors LLC Hedge fund	+78K +144.6%	132K	$16.3M
Edmond De Rothschild Holding S.A.	+77K +59.8%	207K	$25.5M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
BAMCO Inc Active manager	+2.4M +36.3%	9.0M	$1.1B
Stockbridge Partners LLC Hedge fund	+623K +456.9%	760K	$93.5M
Parnassus Investments, LLC Active manager	+448K +303.7%	595K	$73.2M
Westfield Capital Management Co LP Active manager	+353K +72.5%	839K	$103M
William Blair Investment Management, LLC Active manager	+268K +78.5%	609K	$75M
Balyasny Asset Management L.P. Hedge fund	+253K +212.9%	372K	$45.8M
Trexquant Investment LP Hedge fund	+127K New position	127K	$15.7M
Marshall Wace, LLP Hedge fund	+82K +872.4%	91K	$11.2M
Walleye Capital LLC Hedge fund	+81K +781.4%	91K	$11.2M
Citadel Advisors LLC Hedge fund	+78K +144.6%	132K	$16.3M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Royal Bank Of Canada	−1.8M −90.6%	192K	$23.7M
Massachusetts Financial Services Co Active manager	−966K −32.3%	2.0M	$250M
Linonia Partnership LP	−718K −9.4%	6.9M	$853M
FMR LLC Active manager	−447K −81.7%	100K	$12.3M
Blackrock, Inc. Index funds	−418K −4.5%	8.9M	$1.1B
Assenagon Asset Management S.A.	−400K −63.5%	229K	$28.2M
Soma Equity Partners LP	−385K Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−362K Sold out	0	—
Australiansuper Pty Ltd	−347K Sold out	0	—
Allspring Global Investments Holdings, LLC	−346K Sold out	0	—
Rathbones Group PLC	−344K −50.1%	343K	$42.2M
Franklin Resources Inc Active manager	−343K −54.5%	286K	$35.2M
Wellington Management Group LLP Active manager	−340K −30.5%	776K	$95.5M
Blair William & Co	−249K −25.5%	726K	$89.4M
Morgan Stanley	−226K −31.5%	494K	$60.7M
Congress Asset Management Co Active manager	−203K Sold out	0	—
Darsana Capital Partners LP Hedge fund	−196K −4.9%	3.8M	$468M
Fiera Capital Corp	−192K Sold out	0	—
Frontier Capital Management Co LLC Active manager	−188K −72.6%	71K	$8.7M
Artisan Partners Limited Partnership Active manager	−175K −15.3%	970K	$119M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Massachusetts Financial Services Co Active manager	−966K −32.3%	2.0M	$250M
FMR LLC Active manager	−447K −81.7%	100K	$12.3M
Point72 Asset Management, L.P. Hedge fund	−362K Sold out	0	—
Franklin Resources Inc Active manager	−343K −54.5%	286K	$35.2M
Wellington Management Group LLP Active manager	−340K −30.5%	776K	$95.5M
Congress Asset Management Co Active manager	−203K Sold out	0	—
Darsana Capital Partners LP Hedge fund	−196K −4.9%	3.8M	$468M
Frontier Capital Management Co LLC Active manager	−188K −72.6%	71K	$8.7M
Artisan Partners Limited Partnership Active manager	−175K −15.3%	970K	$119M
Millennium Management LLC Hedge fund	−160K −77.6%	46K	$5.7M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Van Eck Associates Corp	1.2M	$150M
Ardmore Road Asset Management LP	550K	$67.7M
Trexquant Investment LPHedge fund	127K	$15.7M
HRT Financial LP	77K	$9.5M
Swedbank AB	77K	$9.5M
Westerly Capital Management, LLC	70K	$8.6M
Y-Intercept (Hong Kong) Ltd	64K	$7.9M
Granahan Investment Management, LLC	59K	$7.2M
4D Advisors, LLC	50K	$6.2M
Aquatic Capital Management LLC	36K	$4.4M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Soma Equity Partners LP	385K	$57.6M
Point72 Asset Management, L.P.Hedge fund	362K	$54.1M
Australiansuper Pty Ltd	347K	$51.9M
Allspring Global Investments Holdings, LLC	346K	$51.4M
Congress Asset Management CoActive manager	203K	$30.3M
Fiera Capital Corp	192K	$28.8M
Driehaus Capital Management LLCActive manager	149K	$22.2M
Ranger Investment Management, L.P.Active manager	115K	$17.2M
Lord, Abbett & Co. LLC	103K	$15.4M
Qube Research & Technologies LtdHedge fund	96K	$14.3M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 544
Ten largest holders: 54.7%
Index fund managers: 28.3%
Active managers and hedge funds: 34.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	34	38	7	12	+919K	+3.3%
Index fund managers	3	8	0	0	−593K	−2.4%
Other institutions	201	309	73	112	−1.6M	−4.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Guidewire Software.

Only managers that filed a holdings report for both quarters are compared (663 here). 14 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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