Public record / Tickers / GWRE

GWRE — Guidewire Software, Inc.†

Both disclosure regimes on one name: who in Congress filed about GWRE, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
12
all PTR rows naming GWRE
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-12
filed 2025-09-12
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

BUY · traded 2020-10-28 → filed 2020-11-09. Ranked over every GWRE row by the provable lower bound, never a point estimate.

No member disclosed GWRE in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

5 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING GWRE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning GWRE
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-06-23Robert P. Bresnahan, Jr. R–PA-8SELLTraded 05-23 +31d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 12 ↗

Members active in GWRE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed GWRE in the trailing 12 months.

Congress ↔ notable managers · GWRE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · GUIDEWIRE SOFTWARE INC

Merged timeline of congressional filings and notable-manager moves on GWRE
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+87,900 sh
2026-05-15Bridgewater Associates 13FEXIT−18,962 sh
2026-05-15Moore Capital Management 13FEXIT−4,450 sh
2026-05-14Caxton Associates 13FNEW+2,000 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of GWRE for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.4B1
2Linonia Partnership LP$1.1B1
3BAMCO INC /NY/$987M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$687M1
5Darsana Capital Partners LP$598M1
6VANGUARD CAPITAL MANAGEMENT LLC$575M1
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/$452M1
8STATE STREET CORP$392M1
9ROYAL BANK OF CANADA$305M1
10Route One Investment Company, L.P.$277M1
11GEODE CAPITAL MANAGEMENT, LLC$256M1
12PRINCIPAL FINANCIAL GROUP INC$177M1
13Artisan Partners Limited Partnership$171M1
14WELLINGTON MANAGEMENT GROUP LLP$167M1
15BLAIR WILLIAM & CO/IL$146M1
16WASATCH ADVISORS LP$120M1
17NORTHERN TRUST CORP$112M1
18JANE STREET GROUP, LLC$109M1
19MORGAN STANLEY$108M1
20BANK OF AMERICA CORP /DE/$104M1
21FRANKLIN RESOURCES INC$94.2M1
22Assenagon Asset Management S.A.$94.0M1
23DF DENT & CO INC$92.5M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$90.9M1
25ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$89.5M1
261832 Asset Management L.P.$84.0M1
27FMR LLC$81.8M1
28VANGUARD FIDUCIARY TRUST CO$80.8M1
29Stephens Investment Management Group LLC$78.5M1
30Bank of New York Mellon Corp$77.2M1
31WESTFIELD CAPITAL MANAGEMENT CO LP$72.8M1
32Nuveen, LLC$72.0M1
33Quantinno Capital Management LP$70.2M1
34BROWN ADVISORY INC$64.9M1
35Hudson Way Capital Management LLC$62.2M1
36Greenstone Partners & Co., LLC$60.5M1
37SOMA EQUITY PARTNERS LP$57.6M1
38DEUTSCHE BANK AG\$56.5M1
39FEDERATED HERMES, INC.$55.9M1
40D. E. Shaw & Co., Inc.$55.9M1
41Janus Henderson Group Ltd.$54.4M1
42Point72 Asset Management, L.P.$54.1M1
43AustralianSuper Pty Ltd$51.9M1
44Allspring Global Investments Holdings, LLC$51.4M1
45WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$51.1M1
46DIMENSIONAL FUND ADVISORS LP$50.0M1
47AMERICAN CAPITAL MANAGEMENT INC$48.5M1
48Conestoga Capital Advisors, LLC$41.1M1
49AMERIPRISE FINANCIAL INC$40.6M1
50Clearbridge Investments, LLC$39.2M1
51FRONTIER CAPITAL MANAGEMENT CO LLC$38.8M1
52UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$38.3M1
53Sandhill Capital Partners LLC$36.2M1
54RAYMOND JAMES FINANCIAL INC$35.9M1
55RIVERBRIDGE PARTNERS LLC$34.3M1
56SEI INVESTMENTS CO$33.1M1
57AQR CAPITAL MANAGEMENT LLC$31.9M1
58MILLENNIUM MANAGEMENT LLC$30.8M1
59CONGRESS ASSET MANAGEMENT CO$30.3M1
60UBS Group AG$30.3M1
61MAKENA CAPITAL MANAGEMENT LLC$30.0M1
62Fiera Capital Corp$28.8M1
63ENVESTNET ASSET MANAGEMENT INC$26.8M1
64NEW YORK STATE COMMON RETIREMENT FUND$26.7M1
65NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$26.0M1
66Swiss National Bank$25.2M1
67SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$22.9M1
68Gavilan Investment Partners LLC$22.4M1
69DRIEHAUS CAPITAL MANAGEMENT LLC$22.2M1
70PARNASSUS INVESTMENTS, LLC$22.0M1
71Invesco Ltd.$21.8M1
72ALLIANCEBERNSTEIN L.P.$21.7M1
73Oakcliff Capital Partners, LP$21.6M1
74Stockbridge Partners LLC$20.4M1
75BROWN CAPITAL MANAGEMENT LLC$19.6M1
76Anabranch Capital Management, LP$19.4M1
77EDMOND DE ROTHSCHILD HOLDING S.A.$19.4M1
78Legal & General Group Plc$17.9M1
79BALYASNY ASSET MANAGEMENT L.P.$17.8M1
80Gotham Asset Management, LLC$17.7M1
81WELLS FARGO & COMPANY/MN$17.6M1
82Ranger Investment Management, L.P.$17.2M1
83BANK OF MONTREAL /CAN/$16.7M1
84CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$16.5M1
85Retirement Systems of Alabama$15.6M1
86NOMURA HOLDINGS INC$15.2M1
87BARCLAYS PLC$14.9M1
88Qube Research & Technologies Ltd$14.3M1
89NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$14.2M1
90Corient Private Wealth LLC$13.9M1
91Man Group plc$13.0M1
92FIFTH THIRD BANCORP$12.7M1
93Night Owl Capital Management, LLC$12.2M1
94SUSQUEHANNA INTERNATIONAL GROUP, LLP$12.0M1
95TD ASSET MANAGEMENT INC$11.7M1
96TWO SIGMA INVESTMENTS, LP$11.6M1
97VANGUARD ASSET MANAGEMENT, Ltd$11.4M1
98STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$10.7M1
99Allianz Asset Management GmbH$9.6M1
100Shannon River Fund Management LLC$9.4M1
101Advisors Capital Management, LLC$9.3M1
102OBERNDORF WILLIAM E$9.2M1
103MERCER GLOBAL ADVISORS INC /ADV$9.0M1
104Marble Harbor Investment Counsel, LLC$9.0M1
105MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$8.9M1
106Teca Partners, LP$8.8M1
107MANUFACTURERS LIFE INSURANCE COMPANY, THE$8.6M1
108STATE OF WISCONSIN INVESTMENT BOARD$8.4M1
109M.D. Sass, LLC$8.3M1
110Jain Global LLC$8.1M1
111CITADEL ADVISORS LLC$8.1M1
112BRX Global LP$8.0M1
113STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$7.5M1
114OPPENHEIMER ASSET MANAGEMENT INC.$7.4M1
115CYPRESS POINT INVESTMENT MANAGEMENT LP$7.3M1
116GDS Wealth Management$6.9M1
117STIFEL FINANCIAL CORP$6.9M1
118MetLife Investment Management, LLC$6.8M1
119WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.8M1
120KORNITZER CAPITAL MANAGEMENT INC /KS$6.7M1
121H Squared Management LP$6.3M1
122AMERICAN CENTURY COMPANIES INC$6.2M1
123MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.2M1
124FIRST TRUST ADVISORS LP$6.1M1
125Weiss Asset Management LP$6.1M1
126Mariner, LLC$6.0M1
127Cornerstone Advisors, LLC$5.7M1
128Creative Planning$5.5M1
129ZACKS INVESTMENT MANAGEMENT$5.4M1
130Robeco Institutional Asset Management B.V.$5.4M1
131BUCKHEAD CAPITAL MANAGEMENT LLC$5.2M1
132Vanguard Global Advisers, LLC$5.2M1
133Zurcher Kantonalbank (Zurich Cantonalbank)$4.9M1
134Highlander Partners, L.P.$4.9M1
135CI INVESTMENTS INC.$4.8M1
136QUEST INVESTMENT MANAGEMENT LLC$4.5M1
137AGF MANAGEMENT LTD$4.3M1
138Lido Advisors, LLC$4.3M1
139Bayberry Capital Partners LP$4.3M1
140VICTORY CAPITAL MANAGEMENT INC$4.3M1
141CANADA PENSION PLAN INVESTMENT BOARD$4.2M1
142State of New Jersey Common Pension Fund D$4.2M1
143OSAIC HOLDINGS, INC.$4.1M1
144Pathstone Holdings, LLC$4.1M1
145Badgley Phelps Wealth Managers, LLC$4.0M1
146YOUSIF CAPITAL MANAGEMENT, LLC$3.8M1
147PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$3.7M1
148Ameritas Investment Partners, Inc.$3.6M1
149Arizona State Retirement System$3.5M1
150Sava Infond d.o.o.$3.5M1
151Federation des caisses Desjardins du Quebec$3.5M1
152Regal Partners Ltd$3.4M1
153LPL Financial LLC$3.3M1
154Universal- Beteiligungs- und Servicegesellschaft mbH$3.3M1
155Walleye Trading LLC$3.2M1
156COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.2M1
157Vanguard Investments Australia, Ltd.$3.2M1
158ESSEX INVESTMENT MANAGEMENT CO LLC$3.2M1
159CITIGROUP INC$3.1M1
160Orion Porfolio Solutions, LLC$3.1M1
161STATE OF MICHIGAN RETIREMENT SYSTEM$3.1M1
162XPONANCE LLC$3.0M1
163Summit Trail Advisors, LLC$3.0M1
164Vanguard Personalized Indexing Management, LLC$2.9M1
165NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.8M1
166KLP KAPITALFORVALTNING AS$2.8M1
167HB Wealth Management, LLC$2.8M1
168VOYA INVESTMENT MANAGEMENT LLC$2.6M1
169COMMERCE BANK$2.6M1
170OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.6M1
171New Age Alpha Advisors, LLC$2.5M1
172Cetera Investment Advisers$2.3M1
173TWINBEECH CAPITAL LP$2.2M1
174US BANCORP \DE\$2.2M1
175HSBC HOLDINGS PLC$2.2M1
176Utah Retirement Systems$2.1M1
177Pictet Asset Management Holding SA$2.0M1
178Amundi$2.0M1
179REGIONS FINANCIAL CORP$1.9M1
180BNP Paribas Asset Management Holding S.A.$1.9M1
181XTX Topco Ltd$1.9M1
182PICTON MAHONEY ASSET MANAGEMENT$1.8M1
183Caprock Group, LLC$1.7M1
184Barbara Oil Co.$1.6M1
185TEACHER RETIREMENT SYSTEM OF TEXAS$1.6M1
186Walleye Capital LLC$1.5M1
187Focus Partners Wealth$1.5M1
188IEQ CAPITAL, LLC$1.5M1
189TRUIST FINANCIAL CORP$1.5M1
190M&T BANK CORP$1.4M1
191NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.4M1
192WCM INVESTMENT MANAGEMENT, LLC$1.4M1
193Tidal Investments LLC$1.4M1
194Cerity Partners LLC$1.3M1
195Private Advisor Group, LLC$1.3M1
196FOX RUN MANAGEMENT, L.L.C.$1.2M1
197TD Waterhouse Canada Inc.$1.2M1
198Empowered Funds, LLC$1.1M1
199Stablepoint Partners, LLC$1.1M1
200NATIONAL BANK OF CANADA /FI/$1.1M1
201Vestmark Advisory Solutions, Inc.$1.0M1
202Rockefeller Capital Management L.P.$1.0M1
203&PARTNERS$1.0M1
204Callan Family Office, LLC$1.0M1
205Aviso Financial Inc.$995K1
206SIGNATUREFD, LLC$991K1
207Ethic Inc.$987K1
208Brooklyn Investment Group$972K1
209Hennion & Walsh Asset Management, Inc.$968K1
210Arax Advisory Partners$966K1
211SECURIAN ASSET MANAGEMENT, INC$942K1
212O'SHAUGHNESSY ASSET MANAGEMENT, LLC$928K1
213THORNBURG INVESTMENT MANAGEMENT INC$881K1
214Vise Technologies, Inc.$876K1
215QUADRANT CAPITAL GROUP LLC$871K1
216CONNABLE OFFICE INC$866K1
217Crossmark Global Holdings, Inc.$857K1
218Machina Capital S.A.S.$849K1
219Inscription Capital, LLC$848K1
220Prospera Financial Services Inc$846K1
221Aaron Wealth Advisors LLC$820K1
222Lisanti Capital Growth, LLC$799K1
223ALTFEST L J & CO INC$794K1
224MML INVESTORS SERVICES, LLC$790K1
225Swiss Life Asset Management Ltd$787K1
226Farringdon Capital, Ltd.$781K1
227Ensign Peak Advisors, Inc$778K1
228CASTLEARK MANAGEMENT LLC$775K1
229QRG CAPITAL MANAGEMENT, INC.$751K1
230Bridgefront Capital, LLC$706K1
231GUGGENHEIM CAPITAL LLC$687K1
232ALPS ADVISORS INC$667K1
233CWM, LLC$666K1
234Tower Research Capital LLC (TRC)$656K1
235Edgestream Partners, L.P.$637K1
236D.A. DAVIDSON & CO.$633K1
237Squarepoint Ops LLC$620K1
238DnB Asset Management AS$614K1
239Maryland State Retirement & Pension System$609K1
240Qsemble Capital Management, LP$598K1
241Holocene Advisors, LP$594K1
242PCM Encore, LLC$576K1
243Resona Asset Management Co.,Ltd.$568K1
244LAZARD ASSET MANAGEMENT LLC$566K1
245Atria Investments, Inc$565K1
246DIVERSIFY WEALTH MANAGEMENT, LLC$563K1
247Vontobel Holding Ltd.$560K1
248COMMONWEALTH EQUITY SERVICES, LLC$560K1
249Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$553K1
250UNITED CAPITAL FINANCIAL ADVISORS, LLC$548K1
251Procyon Advisors, LLC$542K1
252EVERGREEN CAPITAL MANAGEMENT LLC$532K1
253RMR Wealth Builders$532K1
254AMI ASSET MANAGEMENT CORP$530K1
255ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$527K1
256HighTower Advisors, LLC$527K1
257Kera Capital Partners, Inc.$522K1
258CHICAGO TRUST Co NA$517K1
259KEYBANK NATIONAL ASSOCIATION/OH$516K1
260Magnetar Financial LLC$516K1
261ProShare Advisors LLC$510K1
262Brevan Howard Capital Management LP$509K1
263COLDSTREAM CAPITAL MANAGEMENT INC$508K1
264Sequoia Financial Advisors, LLC$502K1
265INTRUST BANK NA$493K1
266Hills Bank & Trust Co$487K1
267DUTCH ASSET Corp$485K1
268JACOBS LEVY EQUITY MANAGEMENT, INC$482K1
269OPPENHEIMER & CO INC$481K1
270Mesirow Financial Investment Management, Inc.$445K1
271BANK OF NOVA SCOTIA$431K1
272Chicago Partners Investment Group LLC$431K1
273Baker Avenue Asset Management, LP$429K1
274MAYPORT, LLC$429K1
275Meeder Advisory Services, Inc.$428K1
276SHELTON CAPITAL MANAGEMENT$426K1
277Linscomb Wealth, Inc.$421K1
278INTECH INVESTMENT MANAGEMENT LLC$420K1
279NORDEN GROUP LLC$407K1
280STEPHENS INC /AR/$403K1
281DRW Securities, LLC$401K1
282CIBC Asset Management Inc$397K1
283LMR Partners LLP$395K1
284State of Wyoming$393K1
285ANGELES WEALTH MANAGEMENT, LLC$393K1
286HUB Investment Partners, LLC$391K1
287REGATTA CAPITAL GROUP, LLC$379K1
288R Squared Ltd$373K1
289North Dakota State Investment Board$371K1
290BANK OF NOVA SCOTIA TRUST CO$362K1
291EVENTIDE ASSET MANAGEMENT, LLC$360K1
292Frec Markets, Inc.$360K1
293Quantum Private Wealth, LLC$360K1
294Laird Norton Wetherby Trust Company, LLC$356K1
295BENJAMIN EDWARDS INC$351K1
296Malaga Cove Capital, LLC$347K1
297Engineers Gate Manager LP$347K1
298Wedmont Private Capital$344K1
299Verdence Capital Advisors LLC$343K1
300Vident Advisory, LLC$341K1
301Ballentine Partners, LLC$340K1
302Graham Capital Management, L.P.$335K1
303OCCUDO QUANTITATIVE STRATEGIES LP$332K1
304Calamos Advisors LLC$330K1
305Calamos Wealth Management LLC$330K1
306Blackstone Inc.$320K1
307PROFUND ADVISORS LLC$318K1
308Rodgers Brothers Inc.$312K1
309Compound Planning, Inc.$310K1
310CHOREO, LLC$308K1
311Fifth Third Wealth Advisors LLC$303K1
312Sanctuary Advisors, LLC$302K1
313Beta Wealth Group, Inc.$299K1
314CAXTON ASSOCIATES LLP$299K1
315Meiji Yasuda Asset Management Co Ltd.$293K1
316Cresset Asset Management, LLC$292K1
317Portside Wealth Group, LLC$292K1
318Third View Private Wealth, LLC$278K1
319Ameritas Advisory Services, LLC$273K1
320NISA INVESTMENT ADVISORS, LLC$272K1
321Waverly Advisors, LLC$272K1
322AZZAD ASSET MANAGEMENT INC /ADV$265K1
323Net Worth Advisory Group$265K1
324Optas, LLC$264K1
325Ashton Thomas Private Wealth, LLC$262K1
326CIBC Bancorp USA Inc.$260K1
327NewEdge Advisors, LLC$254K1
328Legacy Wealth Asset Management, LLC$254K1
329iSAM Funds (UK) Ltd$252K1
330ABN AMRO INVESTMENT SOLUTIONS$251K1
331Eurizon Capital SGR S.p.A.$250K1
332Merit Financial Group, LLC$243K1
333Archer Investment Corp$239K1
334TritonPoint Partners, LLC$236K1
335MGO ONE SEVEN LLC$235K1
336CIBC WORLD MARKET INC.$235K1
337Mutual Advisors, LLC$232K1
338PARTNERS CAPITAL INVESTMENT GROUP, LLP$229K1
339National Philanthropic Trust$229K1
340Arista Wealth Management, LLC$226K1
341Baird Financial Group, Inc.$225K1
342WINTON GROUP Ltd$224K1
343ELEVATION POINT WEALTH PARTNERS, LLC$220K1
344Baron Wealth Management LLC$215K1
345FINANCIAL CONSULATE, INC$213K1
346Envestnet Portfolio Solutions, Inc.$211K1
347Institute for Wealth Management, LLC.$205K1
348Voya Financial Advisors, Inc.$203K1
349Hilltop National Bank$192K1
350SIMPLEX TRADING, LLC$190K1
351Parkside Financial Bank & Trust$189K1
352Advisors Asset Management, Inc.$178K1
353INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$168K1
354EXCHANGE TRADED CONCEPTS, LLC$160K1
355VIRTUS ADVISERS, LLC$150K1
356UMB Bank, n.a.$148K1
357Cassaday & Co Wealth Management LLC$148K1
358DARA CAPITAL US, INC.$147K1
359Allworth Financial LP$132K1
360Larson Financial Group LLC$107K1
361Steward Partners Investment Advisory, LLC$100K1
362Bayforest Capital Ltd$98.4K1
363Sterling Capital Management LLC$91.1K1
364MAI Capital Management$88.7K1
365OP Asset Management Ltd$81.1K1
366Smartleaf Asset Management LLC$76.1K1
367Daiwa Securities Group Inc.$74.8K1
368ARCADIA INVESTMENT MANAGEMENT CORP/MI$66.1K1
369Medallion Wealth Advisors, LLC$63.0K1
370Mirae Asset Global Investments Co., Ltd.$61.5K1
371Plato Investment Management Ltd$56.0K1
372Wilmington Savings Fund Society, FSB$52.3K1
373TORONTO DOMINION BANK$52.0K1
374ELEVATION WEALTH PARTNERS, LLC$50.7K1
375Asset Management One Co., Ltd.$45.0K1
376MARK SHEPTOFF FINANCIAL PLANNING, LLC$42.0K1
377Westside Investment Management, Inc.$41.9K1
378True Wealth Design, LLC$41.9K1
379CHILTON CAPITAL MANAGEMENT LLC$36.2K1
380Leonteq Securities AG$36.2K1
381CENTRAL TRUST Co$34.8K1
382ASSETMARK, INC$32.8K1
383OSSIAM$31.9K1
384SHP Wealth Management$29.9K1
385STANCE CAPITAL LLC$29.9K1
386Mitsubishi UFJ Asset Management Co., Ltd.$29.5K1
387BROWN, LISLE/CUMMINGS, INC.$26.2K1
388Omega Financial Group, LLC$25.1K1
389Kemnay Advisory Services Inc.$24.2K1
390THRIVENT FINANCIAL FOR LUTHERANS$24.0K1
391Owl Creek Wealth Partners LLC$20.9K1
392Clearstead Advisors, LLC$16.3K1
393Destiny Wealth Partners, LLC$15.7K1
394LORD, ABBETT & CO. LLC$15.4K1
395DANSKE BANK A/S$15.0K1
396REAP Financial Group, LLC$15.0K1
397JPL Wealth Management, LLC$14.8K1
398Keating Financial Advisory Services, Inc.$13.0K1
399PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$11.3K1
400Spire Wealth Management$11.1K1
401FARMERS & MERCHANTS INVESTMENTS INC$11.1K1
402Ancora Advisors LLC$10.8K1
403Blue Trust, Inc.$10.3K1
404THOMPSON SIEGEL & WALMSLEY LLC$10.0K1
405Wall Street Financial Group, Inc.$10.0K1
406NEW YORK STATE TEACHERS RETIREMENT SYSTEM$8.7K1
407Sachetta, LLC$8.2K1
408NATIXIS ADVISORS, LLC$8.2K1
409Pinnacle Wealth Planning Services, Inc.$8.1K1
410ALGERT GLOBAL LLC$8.0K1
411New England Capital Financial Advisors LLC$7.5K1
412Activest Wealth Management$7.3K1
413CANADA LIFE ASSURANCE Co$7.3K1
414CVA Family Office, LLC$7.2K1
415Transamerica Financial Advisors, LLC$7.0K1
416Grove Bank & Trust$6.7K1
417Meramec Financial Planners, LLC$6.6K1
418AMICA MUTUAL INSURANCE CO$6.1K1
419AMALGAMATED BANK$6.1K1
420JNBA Financial Advisors$5.8K1
421Greenwich Wealth Management LLC$5.6K1
422Treasurer of the State of North Carolina$5.4K1
423Manchester Capital Management LLC$5.2K1
424SWAN Capital LLC$5.2K1
425First Pacific Financial$4.6K1
426SouthState Bank Corp$4.3K1
427MV CAPITAL MANAGEMENT, INC.$4.3K1
428Johnson Financial Group, Inc.$4.0K1
429Annis Gardner Whiting Capital Advisors, LLC$4.0K1
430TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3.9K1
431Bell Investment Advisors, Inc$3.9K1
432MidFirst Bank$3.9K1
433VISION FINANCIAL MARKETS LLC$3.7K1
434Retirement Wealth Solutions LLC$3.7K1
435SBI Securities Co., Ltd.$3.3K1
436Elequin Capital, LP$2.4K1
437Intentional Wealth Strategies, LLC$2.4K1
438Marquette Asset Management, LLC$2.2K1
439Cromwell Holdings LLC$2.2K1
440Triumph Capital Management$2.1K1
441Beaird Harris Wealth Management, LLC$1.6K1
442Physician Wealth Advisors, Inc.$1.5K1
443Private Wealth Management Group, LLC$1.3K1
444State of Alaska, Department of Revenue$1.2K1
445RMG Wealth Management LLC$1.2K1
446Kilter Group LLC$1.2K1
447JONES FINANCIAL COMPANIES LLLP$1.0K1
448Rialto Wealth Management, LLC$1.0K1
449Signature Equity Partners, LLC$1.0K1
450Vancity Investment Management Ltd$1.0K1
451Quaker Wealth Management, LLC$8981
452American Capital Advisory, LLC$7481
453Legacy Wealth Managment, LLC/ID$7481
454Salomon & Ludwin, LLC$6031
455ARMSTRONG ADVISORY GROUP, INC$5991
456Mowery & Schoenfeld Wealth Management, LLC$5991
457Breakwater Investment Management$5991
458Stone House Investment Management, LLC$5981
459JFS WEALTH ADVISORS, LLC$4491
460Vermillion Wealth Management, Inc.$4491
461KBC Group NV$4071
462SJS Investment Consulting Inc.$3001
463DecisionPoint Financial, LLC$3001
464Caitong International Asset Management Co., Ltd$2991
465GHP Investment Advisors, Inc.$1501
466DiNuzzo Private Wealth, Inc.$1501
467Rakuten Securities, Inc.$1501
468Employees Retirement System of Texas$1171
469ACADIAN ASSET MANAGEMENT LLC$1071
470iA Global Asset Management Inc.$901
471Penserra Capital Management LLC$661
472HAZLETT, BURT & WATSON, INC.$71
473Avion Wealth$51
474NOMURA ASSET MANAGEMENT CO LTD$01
475Capital Advisors, Ltd. LLC$01
476Jefferies Financial Group Inc.— value not disclosed1
477VANGUARD GROUP INC— value not disclosed1
478GLENMEDE TRUST CO NA— value not disclosed1
479FIL Ltd— value not disclosed1
480BAILARD, INC.— value not disclosed1
481HARBOUR INVESTMENTS, INC.— value not disclosed1
482MONTAG A & ASSOCIATES INC— value not disclosed1
483ZWJ INVESTMENT COUNSEL INC— value not disclosed1
484NAVELLIER & ASSOCIATES INC— value not disclosed1
485PANAGORA ASSET MANAGEMENT INC— value not disclosed1
486PRUDENTIAL PLC— value not disclosed1
487COMERICA BANK— value not disclosed1
488MACKENZIE FINANCIAL CORP— value not disclosed1
489BURNEY CO/— value not disclosed1
490VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
491SEGALL BRYANT & HAMILL, LLC— value not disclosed1
492OSTERWEIS CAPITAL MANAGEMENT INC— value not disclosed1
493PITTENGER & ANDERSON INC— value not disclosed1
494RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
495OAK RIDGE INVESTMENTS LLC— value not disclosed1
496Sculptor Capital LP— value not disclosed1
497PARK AVENUE SECURITIES LLC— value not disclosed1
498GREAT LAKES ADVISORS, LLC— value not disclosed1
499Zurich Insurance Group Ltd/FI— value not disclosed1
500NEXT CENTURY GROWTH INVESTORS LLC— value not disclosed1
Truncated by Public Filings. Every one of the 475 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on GWRE

RETAINED WINDOW · ACTIVE HITS

Zero hits on GWRE in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for GWRE · financials and macro

Financials — as filed PLANNED

GWRE's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: GWRE on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing