Guidewire Software Inc (GWRE) Hedge Fund & Institutional Holdings (Q2 2026)

GWRE ranks #1060 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

GWRE is a top-conviction position for Linonia Partnership LP — at 15.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in GWRE belongs to Bamco Inc /ny/, but the position matters far more to Linonia Partnership LP, who has 15.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

CX Institutional has added to its GWRE position for two straight quarters, increasing it by $103.0K to reach $123.0K today.

Assenagon Asset Management S.A. has trimmed its GWRE position for two straight quarters, cutting it by $80.9M while still holding $13.2M.

GWRE is up 6.6% today, and institutions have been net buyers of $1.5B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

GWRE posted net income of $139.3M over the trailing twelve months, and currently trades at a P/E of 107.8.

• Profitable — net income of $139.3M over the trailing twelve months
• Revenue grew 22.7% year over year
• Net income improved year over year, from $69.8M to $139.3M
• Generated $389.7M in positive operating cash flow
• Current ratio of 1.79x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.16x equity — within a conventional range