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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-06-23Robert P. Bresnahan, Jr. R–PA-8SaleTraded 05-23 +31d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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.$01
477VANGUARD GROUP INC$01
478GLENMEDE TRUST CO NA$01
479FIL Ltd$01
480BAILARD, INC.$01
481HARBOUR INVESTMENTS, INC.$01
482MONTAG A & ASSOCIATES INC$01
483ZWJ INVESTMENT COUNSEL INC$01
484NAVELLIER & ASSOCIATES INC$01
485PANAGORA ASSET MANAGEMENT INC$01
486PRUDENTIAL PLC$01
487COMERICA BANK$01
488MACKENZIE FINANCIAL CORP$01
489BURNEY CO/$01
490VIRGINIA RETIREMENT SYSTEMS ET Al$01
491SEGALL BRYANT & HAMILL, LLC$01
492OSTERWEIS CAPITAL MANAGEMENT INC$01
493PITTENGER & ANDERSON INC$01
494RENAISSANCE TECHNOLOGIES LLC$01
495OAK RIDGE INVESTMENTS LLC$01
496Sculptor Capital LP$01
497PARK AVENUE SECURITIES LLC$01
498GREAT LAKES ADVISORS, LLC$01
499Zurich Insurance Group Ltd/FI$01
500NEXT CENTURY GROWTH INVESTORS LLC$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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