Follow-The-Filings

Security

GWRE

Guidewire Software Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 2 exits max 9.5% (Bryan Lawrence - Oakcliff...)

grid → activity →
owners 15
max % 9.5%
tracked value $3.1B
qoq A 9 R 6 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Bryan Lawrence - Oakcliff Capital Partners, LP 2026 Q1 9.5% Add +73.3% 144,183 $22M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 3.0% Add +28.2% 6,597,453 $987M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Add +205.7% 418,009 $84M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Add +5.4% 361,983 $54M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +286.1% 118,623 $18M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce -1.0% 8,953,238 $1.8B hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +112.1% 373,976 $56M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add +46.3% 118,925 $18M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce -83.6% 215,307 $32M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -65.2% 205,873 $31M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -39.7% 54,835 $8M hist
Norges Bank 2025 Q4 stale 0.0% Add +30.8% 136,991 $28M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -84.5% 54,108 $8M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -60.8% 9,376 $1M hist
Ancora Advisors LLC 2026 Q1 0.0% Add +928.6% 72 $11 hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.04 pp 113,900 $23M hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 18,962 $4M hist

15 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $905.34M $980.5M $1.2B
Gross profit $458.21M $583.36M $752.05M
Gross margin * 50.6% 59.5% 62.5%
Net income -$111.86M -$6.1M $69.8M
Net margin * -12.4% -0.6% 5.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.1B $1.3B $1.51B
Total non-current assets * $928.28M $930.76M $1.21B
Total assets $2.03B $2.23B $2.72B
Total current liabilities $373.26M $837.64M $544.8M
Total non-current liabilities * $455.16M $45.93M $719.07M
Total equity $1.2B $1.34B $1.46B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $38.4M $195.75M $300.87M
Cash from investing $12.71M -$52.36M -$236.96M
Cash from financing -$261.58M $1.06M $82.29M
Net change in cash -$207.9M $142.39M $149.91M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders