Guidewire Software, Inc.
US ˙ NYSE ˙ US40171V1008

SecurityGWRE / Guidewire Software, Inc.
InstitutionDriehaus Capital Management Llc
Latest Disclosed Ownership148,686 shares
Latest Disclosed Value $ 22,237,478
Driehaus Capital Management Llc reports 243.49% increase in ownership of GWRE / Guidewire Software, Inc.

On May 15, 2026 - Driehaus Capital Management Llc filed a 13F-HR form disclosing ownership of 148,686 shares of Guidewire Software, Inc. (US:GWRE) valued at $22,237,478 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 43,287 shares of Guidewire Software, Inc.. This represents a change in shares of 243.49% during the quarter. The current value of the position is $23,047,817 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F Guidewire Software COM 40171V100 148,686 105,399 243.49 22,237 155.57 0.1635
2026-02-17 2025-12-31 13F Guidewire Software COM 40171V100 43,287 -74,649 -63.30 8,701 -67.90 0.0591
2025-11-14 2025-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 117,936 -10,640 -8.28 27,109 -10.45 0.1942
2025-08-14 2025-06-30 13F GUIDEWIRE SOFTWARE COM 40171V100 128,576 14,470 12.68 30,273 41.61 0.2422
2025-05-15 2025-03-31 13F GUIDEWIRE SOFTWARE COM 40171V100 114,106 3,773 3.42 21,379 14.94 0.2061
2025-02-14 2024-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 110,333 -9,340 -7.80 18,600 -15.04 0.1535
2024-11-14 2024-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 119,673 71,272 147.25 21,893 228.02 0.1879
2024-08-15 2024-06-30 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 48,401 48,401 6,674 0.0646
2024-08-14 2024-06-30 13F GUIDEWIRE SOFTWARE COM 40171V100 48,401 48,401 6,674 0.0643
2019-02-14 2018-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 0 -10,661 -100.00 0 -100.00
2018-11-14 2018-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 10,661 -8,980 -45.72 1,077 -38.25 0.0332
2018-08-14 2018-06-30 13F GUIDEWIRE SOFTWARE COM 40171V100 19,641 5,885 42.78 1,744 56.83 0.0589
2018-05-15 2018-03-31 13F GUIDEWIRE SOFTWARE COM 40171V100 13,756 6,429 87.74 1,112 104.41 0.0393
2018-02-14 2017-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 7,327 1,927 35.69 544 29.52 0.0206
2017-11-14 2017-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 5,400 5,400 420 0.0164
2017-02-14 2016-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 0 -35,649 -100.00 0 -100.00
2016-11-14 2016-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 35,649 -30,918 -46.45 2,138 -47.99 0.0723
2016-08-15 2016-06-30 13F GUIDEWIRE SOFTWARE COM 40171V100 66,567 -2,268 -3.29 4,111 9.63 0.1466
2016-05-13 2016-03-31 13F GUIDEWIRE SOFTWARE COM 40171V100 68,835 -72,134 -51.17 3,750 -55.78 0.1216
2016-02-12 2015-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 140,969 55,220 64.40 8,481 88.09 0.2859
2015-11-16 2015-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 85,749 85,749 0.00 4,509 0.1626
2015-08-14 2015-06-30 13F GUIDEWIRE SOFTWARE COM 40171V100 0 -10,359 -100.00 0 -100.00
2015-05-15 2015-03-31 13F GUIDEWIRE SOFTWARE COM 40171V100 10,359 -61,235 -85.53 545 -84.97 0.0189
2015-02-13 2014-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 71,594 -36,153 -33.55 3,625 -24.13 0.1459
2014-11-14 2014-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 107,747 -131,297 -54.93 4,778 -50.84 0.1821
2014-08-14 2014-06-30 13F Guidewire Software COM 40171V100 239,044 -101,446 -29.79 9,720 -41.80 0.3153
2014-05-15 2014-03-31 13F Guidewire Software COM 40171V100 340,490 -127,106 -27.18 16,701 -27.21 0.5254
2014-02-13 2013-12-31 13F Guidewire Software COM 40171V100 467,596 66,702 16.64 22,945 21.49 0.8280
2013-11-14 2013-09-30 13F Guidewire Software COM 40171V100 400,894 98,487 32.57 18,886 48.52 0.7293
2013-08-14 2013-06-30 13F Guidewire Software COM 40171V100 302,407 302,407 12,716 0.5557
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.