§ TECHNOLOGY
USD · TechnologyGWRE
GUIDEWIRE SOFTWARE INC
USDSector · TechnologyBeta · 1.04
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 155.67HIGH 156.12LOW 150.9452W 120.37 — 272.60
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
264 increased/new, 233 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 67.4 | P/B | 13.07 |
| EPS (TTM) | 2.19 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 9.3M | 0.0% | +5% |
| Linonia Partnership LP | 7.7M | 21.3% | +43% |
| BAMCO INC /NY/ | 6.6M | 3.0% | +28% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.6M | n/a | n/a |
| Darsana Capital Partners LP | 4.0M | 12.7% | +60% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.8M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for GWRE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER53.0% · 456 holders
QUALITY / COMPOUNDER20.8% · 35 holders
PASSIVE / INDEX14.6% · 11 holders
DEALER / BANK12.1% · 46 holders
INCOME / DEFENSIVE3.1% · 31 holders
SYSTEMATIC / QUANT2.3% · 13 holders
TACTICAL / MACRO0.6% · 4 holders
ACTIVIST0.4% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for GWRE in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention GWRE yet.