Filing Research | GWRE - GUIDEWIRE SOFTWARE INC Institutional Holdings

Snapshot holdings

50 / 102 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	867.1KSH	$106.7M
2	Rathbones Group PLC	Shares	343.3KSH	$42.2M
3	RIVERBRIDGE PARTNERS LLC	Shares	267.0KSH	$32.8M
4	Conestoga Capital Advisors, LLC	Shares	224.4KSH	$27.6M
5	Assenagon Asset Management S.A.	Shares	114.6KSH	$14.1M
6	Swedbank AB	Shares	77.1KSH	$9.5M
7	Y-Intercept (Hong Kong) Ltd	Shares	64.2KSH	$7.9M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	45.3KSH	$6.2M
9	Police & Firemen's Retirement System of New Jersey	Shares	38.2KSH	$4.7M
10	Robeco Institutional Asset Management B.V.	Shares	35.0KSH	$4.3M
11	Exane Asset Management	Shares	30.4KSH	$4.3M
12	Louisiana State Employees Retirement System	Shares	24.8KSH	$3.1M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	23.6KSH	$2.9M
14	Sava Infond d.o.o.	Shares	23.3KSH	$2.9M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	20.3KSH	$2.5M
16	Apollon Wealth Management, LLC	Shares	14.4KSH	$1.8M
17	GATEWAY INVESTMENT ADVISERS LLC	Shares	13.8KSH	$1.7M
18	Curated Wealth Partners LLC	Shares	1.1MSH	$1.2M
19	SECURIAN ASSET MANAGEMENT, INC	Shares	6.2KSH	$930.0K
20	Hennion & Walsh Asset Management, Inc.	Shares	7.2KSH	$879.9K
21	Stablepoint Partners, LLC	Shares	7.0KSH	$863.9K
22	Prospera Financial Services Inc	Shares	6.2KSH	$765.1K
23	QRG CAPITAL MANAGEMENT, INC.	Shares	5.3KSH	$649.7K
24	SIGNATUREFD, LLC	Shares	5.3KSH	$646.3K
25	Crossmark Global Holdings, Inc.	Shares	4.9KSH	$605.8K
26	D.A. DAVIDSON & CO.	Shares	4.3KSH	$523.5K
27	First Bank & Trust	Shares	4.0KSH	$492.0K
28	Aaron Wealth Advisors LLC	Shares	4.0KSH	$487.5K
29	Procyon Advisors, LLC	Shares	3.6KSH	$443.1K
30	RMR Wealth Builders	Shares	3.6KSH	$437.9K
31	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.5KSH	$435.2K
32	CHICAGO TRUST Co NA	Shares	3.5KSH	$425.8K
33	Unique Wealth Strategies, LLC	Shares	3.1KSH	$375.5K
34	Mesirow Financial Investment Management, Inc.	Shares	3.0KSH	$366.1K
35	HARBOR INVESTMENT ADVISORY, LLC	Shares	2.9KSH	$361.8K
36	GAMMA Investing LLC	Shares	2.8KSH	$341.1K
37	Sequoia Financial Advisors, LLC	Shares	2.5KSH	$311.8K
38	Farther Finance Advisors, LLC	Shares	2.5KSH	$302.5K
39	Somerset Trust Co	Shares	2.3KSH	$278.3K
40	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	2.2KSH	$266.0K
41	BENJAMIN EDWARDS INC	Shares	2.1KSH	$254.2K
42	Beta Wealth Group, Inc.	Shares	2.0KSH	$246.1K
43	Merit Financial Group, LLC	Shares	2.0KSH	$241.6K
44	Wedmont Private Capital	Shares	1.8KSH	$241.4K
45	Fifth Third Wealth Advisors LLC	Shares	1.9KSH	$239.5K
46	Avior Wealth Management, LLC	Shares	1.8KSH	$224.8K
47	Trust Point Inc.	Shares	1.7KSH	$205.2K
48	FINANCIAL CONSULATE, INC	Shares	1.6KSH	$195.9K
49	Versant Capital Management, Inc	Shares	1.3KSH	$160.8K
50	DARA CAPITAL US, INC.	Shares	1.3KSH	$157.9K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 127 loaded

#		Instrument
1	Swedbank AB new	Shares	+77.1K	+$9.5M	$9.5M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+64.2K	+$7.9M	$7.9M
3	Exane Asset Management added	Shares	+29.4K	+$4.1M	$4.3M
4	Apollon Wealth Management, LLC new	Shares	+14.4K	+$1.8M	$1.8M
5	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+13.8K	+$1.7M	$1.7M
6	Curated Wealth Partners LLC new	Shares	+1.1M	+$1.2M	$1.2M
7	Unique Wealth Strategies, LLC new	Shares	+3.1K	+$375.5K	$375.5K
8	Avior Wealth Management, LLC new	Shares	+1.8K	+$224.8K	$224.8K
9	Merit Financial Group, LLC new	CALL	+1.0K	+$123.0K	$123.0K
10	DARA CAPITAL US, INC. added	Shares	+302	+$11.2K	$157.9K
11	Tradewinds Capital Management, LLC new	Shares	+90	+$11.1K	$11.1K
12	ELEVATION WEALTH PARTNERS, LLC added	Shares	+119	+$5.7K	$56.4K
13	LRI Investments, LLC added	Shares	+40	+$4.8K	$5.4K
14	High Note Wealth, LLC new	Shares	+30	+$3.7K	$3.7K
15	Physician Wealth Advisors, Inc. added	Shares	+32	+$3.7K	$5.2K
16	SOA Wealth Advisors, LLC. new	Shares	+23	+$2.8K	$2.8K
17	Fortitude Family Office, LLC new	Shares	+20	+$2.5K	$2.5K
18	Cape Investment Advisory, Inc. new	Shares	+18	+$2.2K	$2.2K
19	WEST PACES ADVISORS INC. new	Shares	+8	+$984	$984
20	PARK AVENUE SECURITIES LLC new	Shares	+7.8K	+$956	$956
21	Marquette Asset Management, LLC added	Shares	+9	+$710	$3.0K
22	TFC Financial Management, Inc. new	Shares	+5	+$616	$616
23	CoreCap Advisors, LLC added	Shares	+4	+$386	$984
24	1015 Capital Partners, LLC new	Shares	+1	+$123	$123
25	CX Institutional added	Shares	+661	+$78	$98
26	Capital Advisors, Ltd. LLC exited	Shares	-3	$0	$0
27	GHP Investment Advisors, Inc. unchanged	Shares	0	-$26	$124
28	SJS Investment Consulting Inc. unchanged	Shares	0	-$53	$247
29	Trust Co unchanged	Shares	0	-$53	$246
30	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$106	$493
31	DiNuzzo Private Wealth, Inc. exited	Shares	-1	-$150	$0
32	State of Alaska, Department of Revenue added	Shares	+95	-$206	$1.0K
33	Beaird Harris Wealth Management, LLC unchanged	Shares	0	-$292	$1.4K
34	AdvisorNet Financial, Inc trimmed	Shares	-1	-$309	$738
35	Westwind Capital exited	Shares	-2.3K	-$351	$0
36	Hughes Financial Services, LLC trimmed	Shares	-2	-$352	$246
37	Triumph Capital Management unchanged	Shares	0	-$371	$1.7K
38	Quaker Wealth Management, LLC trimmed	Shares	-2	-$405	$493
39	JFS WEALTH ADVISORS, LLC exited	Shares	-3	-$449	$0
40	Vermillion Wealth Management, Inc. exited	Shares	-3	-$449	$0
41	SBI Securities Co., Ltd. added	Shares	+1	-$460	$2.8K
42	Golden State Wealth Management, LLC unchanged	Shares	0	-$477	$2.2K
43	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	-$547	$3.2K
44	Handelsbanken Fonder AB trimmed	Shares	-300	-$810	$3.6K
45	JNBA Financial Advisors unchanged	Shares	0	-$1.0K	$4.8K
46	Grove Bank & Trust unchanged	Shares	0	-$1.2K	$5.5K
47	Aspect Partners, LLC exited	Shares	-8	-$1.2K	$0
48	Merit Financial Group, LLC added	Shares	+340	-$1.3K	$241.6K
49	Main Street Group, LTD unchanged	Shares	0	-$1.3K	$6.2K
50	AMALGAMATED BANK trimmed	Shares	-2.2K	-$1.3K	$4.8K

Scroll to load more