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Which hedge funds own GWRE? GUIDEWIRE SOFTWARE INC, Q2 2026 13F holders

TechnologySoftware - Application

54 tracked hedge funds disclosed a position in GWRE (GUIDEWIRE SOFTWARE INC) in their Q2 2026 13F filings, worth $2.3bn in total. The largest holder by portfolio weight is Linonia Partnership LP at 15.2% of its book. 17 opened a new position this quarter: Ardmore Road Asset Management LP, 4D Advisors, LLC, Westerly Capital Management, LLC, Sunstone Asset Management, LP. 14 exited: H Squared Management LP, Soma Equity Partners LP, Twinbeech Capital LP.

54
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
17
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
14
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$122m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$144m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$2.3bn
Combined value
Sum of the holders' reported positions in the security.
4.4%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

54 rows
Linonia Partnership LP Hedge fund15.2%$853m6.93m−9.4%reduced
Teca Partners, LP Hedge fund14.1%$16.4m133,685+126%added
Anabranch Capital Management, LP Hedge fund12.2%$16.0m129,6970.0%held
Greenstone Partners & Co., LLC Hedge fund11.5%$49.8m404,584+0.1%held
Route One Investment Company, L.P. Hedge fund9.4%$228m1.85m0.0%held
BRX Global LP Hedge fund8.1%$6.6m53,6010.0%held
Oakcliff Capital Partners, LP Hedge fund7.3%$19.5m158,683+10%added
Ardmore Road Asset Management LP Hedge fund4.0%$67.7m550,000–new
Hudson Way Capital Management LLC Hedge fund3.7%$41.1m333,982−20%reduced
Makena Capital Management LLC Hedge fund3.7%$34.8m282,984+41%added
4D Advisors, LLC Hedge fund2.4%$6.2m50,000–new
Darsana Capital Partners LP Hedge fund2.1%$468m3.80m−4.9%reduced
Stockbridge Partners LLC Hedge fund2.0%$93.5m759,827+457%added
Westerly Capital Management, LLC Hedge fund1.6%$8.6m70,000–new
Shannon River Fund Management LLC Hedge fund1.2%$13.9m113,230+80%added
Bayberry Capital Partners LP Hedge fund1.2%$3.5m28,5000.0%held
Sunstone Asset Management, LP Hedge fund0.6%$541k4,400–new
Ares Systematic Credit Ltd Hedge fund0.6%$959k7,790+56%added
Sculptor Capital LP Hedge fund0.6%$54.9m446,500−12%reduced
Y-Intercept (Hong Kong) Ltd Hedge fund0.2%$7.9m64,169–new
Aquatic Capital Management LLC Hedge fund0.2%$4.4m35,916–new
AlphaGrep UK Ltd Hedge fund0.2%$495k4,022–new
Prelude Capital Management, LLC Hedge fund0.1%$1.7m13,905–new
Weiss Asset Management LP Hedge fund0.1%$10.7m87,310+115%added
Atom Investors LP Hedge fund0.1%$1.3m10,719–new
Trexquant Investment LP Hedge fund0.10%$15.7m127,303–new
Balyasny Asset Management L.P. Hedge fund0.08%$45.8m372,149+213%added
Jain Global LLC Hedge fund0.08%$6.9m56,271+3.4%added
Occudo Quantitative Strategies LP Hedge fund0.08%$1.4m11,640+386%added
Entropy Technologies, LP Hedge fund0.07%$1.7m13,912+816%added
Walleye Capital LLC Hedge fund0.05%$11.2m91,142+781%added
Wexford Capital LP Hedge fund0.04%$270k2,193–new
Arrowstreet Capital, Limited Partnership Hedge fund0.04%$81.6m663,050+11%added
Landscape Capital Management, L.L.C. Hedge fund0.03%$527k4,281–new
Edgestream Partners, L.P. Hedge fund0.03%$1.1m9,094+113%added
Verition Fund Management LLC Hedge fund0.03%$4.3m34,700–new
D. E. Shaw & Co., Inc. Hedge fund0.03%$43.2m350,829−6.2%reduced
Brevan Howard Capital Management LP Hedge fund0.02%$1.5m12,354+263%added
Squarepoint Ops LLC Hedge fund0.02%$8.6m70,234+1595%added
Holocene Advisors, LP Hedge fund0.01%$6.4m51,612+1200%added
ExodusPoint Capital Management, LP Hedge fund0.01%$1.5m12,239–new
Two Sigma Investments, LP Hedge fund0.01%$14.6m118,621+52%added
Marshall Wace, LLP Hedge fund0.01%$11.2m91,175+872%added
Citadel Advisors LLC Hedge fund0.01%$16.3m132,360+145%added
Lighthouse Investment Partners, LLC Hedge fund0.01%$283k2,303–new
Graham Capital Management, L.P. Hedge fund0.01%$322k2,618+17%added
SummitTX Capital, L.P. Hedge fund0.01%$285k2,314–new
AQR Capital Management LLC Hedge fund0.01%$21.3m175,386−19%reduced
Millennium Management LLC Hedge fund0.0%$5.7m46,163−78%reduced
Engineers Gate Manager LP Hedge fund0.0%$285k2,314−0.3%held