가이드와이어 소프트웨어, Inc.
MX ˙ BMV ˙ US40171V1008
SecurityMX:GWRE / Guidewire Software, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership720,134 shares
Latest Disclosed Value $ 107,703,550
Morgan Stanley reports 26.97% increase in ownership of GWRE / Guidewire Software, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 720,134 shares of Guidewire Software, Inc. (MX:GWRE) valued at $107,703,550 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 567,172 shares of Guidewire Software, Inc.. This represents a change in shares of 26.97% during the quarter.

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.

Upgrade to unlock premium data and export to Excel .

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 720,134 152,962 26.97 107,704 -5.53 0.0065
2026-05-27 2025-12-31 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 567,172 -82,174 -12.65 114,008 -23.62 0.0068
2026-02-13 2025-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 567,172 -82,174 114,008 0.0068
2026-05-27 2025-09-30 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 649,346 -95,018 -12.76 149,260 -14.84 0.0090
2025-11-14 2025-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 649,346 -95,018 149,260 0.0090
2025-08-15 2025-06-30 13F GUIDEWIRE SOFTWARE COM 40171V100 744,364 -98,015 -11.64 175,261 11.05 0.0114
2025-05-15 2025-03-31 13F GUIDEWIRE SOFTWARE COM 40171V100 842,379 -29,034 -3.33 157,829 7.44 0.0113
2025-05-15 2024-12-31 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 871,413 -69,793 -7.42 146,903 -14.68 0.0103
2025-02-14 2024-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 871,413 -69,793 146,903 0.0103
2025-05-14 2024-09-30 13F/A-2 GUIDEWIRE SOFTWARE COM 40171V100 941,206 170,378 22.10 172,185 62.00 0.0125
2025-02-14 2024-09-30 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 941,206 170,378 172,185 0.0125
2024-11-14 2024-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 941,206 170,378 172,185 0.0015
2025-05-14 2024-06-30 13F/A-2 GUIDEWIRE SOFTWARE COM 40171V100 770,828 66,536 9.45 106,290 29.31 0.0082
2024-10-17 2024-06-30 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 770,828 66,536 106,290 0.0082
2024-08-14 2024-06-30 13F GUIDEWIRE SOFTWARE COM 40171V100 770,828 66,536 106,290 0.0082
2024-10-17 2024-03-31 13F/A-2 GUIDEWIRE SOFTWARE COM 40171V100 704,292 -31,916 -4.34 82,198 2.39 0.0066
2024-08-16 2024-03-31 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 704,292 -31,916 82,198 0.0008
2024-05-15 2024-03-31 13F GUIDEWIRE SOFTWARE COM 40171V100 704,292 -31,916 82,198 0.0066
2024-08-16 2023-12-31 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 736,208 -58,576 -7.37 80,276 12.23 0.0071
2024-02-13 2023-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 736,208 -58,576 80,276 0.0071
2023-11-15 2023-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 794,784 -54,115 -6.37 71,531 10.75 0.0073
2023-08-14 2023-06-30 13F GUIDEWIRE SOFTWARE COM 40171V100 848,899 109,898 14.87 64,584 6.51 0.0064
2023-05-15 2023-03-31 13F GUIDEWIRE SOFTWARE COM 40171V100 739,001 -251,775 -25.41 60,635 -2.17 0.0065
2023-02-14 2022-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 990,776 422,916 74.48 61,983 77.25 0.0070
2022-11-14 2022-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 567,860 -67,064 -10.56 34,969 -22.42 0.0048
2022-10-27 2022-06-30 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 634,924 486,080 326.57 45,073 220.03 0.0059
2022-08-15 2022-06-30 13F GUIDEWIRE SOFTWARE COM 40171V100 634,924 486,080 45,073 0.0012
2022-10-27 2022-03-31 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 148,844 -150,881 -50.34 14,084 -58.61 0.0019
2022-05-13 2022-03-31 13F GUIDEWIRE SOFTWARE COM 40171V100 148,844 -150,881 14,084 0.0019
2022-02-14 2021-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 299,725 -11,221 -3.61 34,027 -7.94 0.0042
2021-11-15 2021-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 310,946 169,128 119.26 36,962 131.23 0.0050
2021-08-23 2021-06-30 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 141,818 99,131 232.23 15,985 268.49 0.0021
2021-08-16 2021-06-30 13F GUIDEWIRE SOFTWARE COM 40171V100 141,818 99,131 15,985 0.0004
2021-05-17 2021-03-31 13F GUIDEWIRE SOFTWARE COM 40171V100 42,687 5,484 14.74 4,338 -9.40 0.0006
2021-02-16 2020-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 37,203 -1,475 -3.81 4,788 18.72 0.0007
2020-11-13 2020-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 38,678 -85,117 -68.76 4,033 -70.61 0.0008
2020-08-14 2020-06-30 13F GUIDEWIRE SOFTWARE COM 40171V100 123,795 28,449 29.84 13,723 81.45 0.0030
2020-05-26 2020-03-31 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 95,346 -173,138 -64.49 7,563 -74.34 0.0021
2020-05-15 2020-03-31 13F GUIDEWIRE SOFTWARE COM 40171V100 95,346 -173,138 7,563 580.9961
2020-02-14 2019-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 268,484 231,307 622.18 29,472 652.22 0.0069
2019-11-14 2019-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 37,177 -6,987 -15.82 3,918 -12.49 0.0010
2019-08-14 2019-06-30 13F GUIDEWIRE SOFTWARE COM 40171V100 44,164 -385,583 -89.72 4,477 -89.28 0.0012
2019-05-15 2019-03-31 13F GUIDEWIRE SOFTWARE COM 40171V100 429,747 28,812 7.19 41,754 29.80 0.0118
2019-02-14 2018-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 400,935 -317,931 -44.23 32,168 -55.70 0.0096
2019-04-23 2018-09-30 13F/A-2 GUIDEWIRE SOFTWARE COM 40171V100 718,866 325,997 82.98 72,614 108.19 0.0182
2018-11-20 2018-09-30 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 718,866 0 72,614 0.0182
2018-11-14 2018-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 718,866 325,997 72,614
2019-04-23 2018-06-30 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 392,869 -27,130 -6.46 34,879 2.74 0.0094
2018-08-14 2018-06-30 13F GUIDEWIRE SOFTWARE COM 40171V100 392,869 -27,130 34,879
2019-04-23 2018-03-31 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 419,999 187,799 80.88 33,950 96.89 0.0094
2018-05-14 2018-03-31 13F GUIDEWIRE SOFTWARE COM 40171V100 419,999 187,799 33,950
2019-04-23 2017-12-31 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 232,200 -263,272 -53.14 17,243 -55.30 0.0047
2018-02-14 2017-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 232,200 -263,272 17,243
2017-11-14 2017-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 495,472 -309,187 -38.42 38,578 -30.22 0.0116
2017-08-11 2017-06-30 13F GUIDEWIRE SOFTWARE COM 40171V100 804,659 131,978 19.62 55,289 45.91 0.0167
2017-05-22 2017-03-31 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 672,681 -158,241 -19.04 37,893 -7.55 0.0116
2017-05-12 2017-03-31 13F GUIDEWIRE SOFTWARE COM 40171V100 672,681 37,893
2017-02-22 2016-12-31 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 830,922 76,136 10.09 40,989 -9.46 0.0134
2017-02-13 2016-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 830,922 40,989
2016-11-10 2016-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 754,786 48,626 6.89 45,272 3.80 0.0155
2016-08-12 2016-06-30 13F GUIDEWIRE SOFTWARE COM 40171V100 706,160 -128,103 -15.36 43,613 -4.05 0.0158
2016-05-12 2016-03-31 13F GUIDEWIRE SOFTWARE COM 40171V100 834,263 -39,446 -4.51 45,452 -13.53 0.0175
2016-02-09 2015-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 873,709 -31,448 -3.47 52,562 10.44 0.0190
2016-02-08 2015-09-30 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 905,157 -43,601 -4.60 47,593 -5.23 0.0176
2015-11-09 2015-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 905,157 47,593
2015-08-12 2015-06-30 13F GUIDEWIRE SOFTWARE COM 40171V100 948,758 -210,887 -18.19 50,217 -17.69 0.0174
2015-05-14 2015-03-31 13F GUIDEWIRE SOFTWARE COM 40171V100 1,159,645 -147,989 -11.32 61,009 -7.85 0.0225
2015-02-13 2014-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 1,307,634 671,566 105.58 66,205 134.74 0.0242
2014-12-16 2014-09-30 13F/A-1 GUIDEWIRE SOFTWARE COM 40171V100 636,068 -80,007 -11.17 28,203 -19.70 0.0108
2014-11-14 2014-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 636,068 28,203
2014-05-13 2014-03-31 13F GUIDEWIRE SOFTWARE COM 40171V100 716,075 37,733 5.56 35,123 5.52 0.0147
2014-02-13 2013-12-31 13F GUIDEWIRE SOFTWARE COM 40171V100 678,342 124,488 22.48 33,286 27.57 0.0142
2013-11-13 2013-09-30 13F GUIDEWIRE SOFTWARE COM 40171V100 553,854 -57,292 -9.37 26,092 1.53 0.0123
2013-08-08 2013-06-30 13F GUIDEWIRE SOFTWARE COM 40171V100 611,146 611,146 25,699 0.0130
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.