D. E. Shaw & Co., Inc.

CIK

1009207

City

New York

State / Country

Stock

GWRE — Guidewire Software, Inc.

Top Portfolio Positions

2,773 positions · $152,336,298,360 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	22,002,115	$3,837,168,854	2.52%
MSFT	Microsoft Corp Technology	8,119,370	$3,005,547,192	1.97%
TSLA	Tesla, Inc. Consumer Cyclical	7,308,193	$2,716,820,747	1.78%
GOOGL	Alphabet Inc. Communication Services	9,392,969	$2,701,042,165	1.77%
AVGO	Broadcom Inc. Technology	7,833,108	$2,424,425,255	1.59%
AAPL	Apple Inc. Technology	9,246,586	$2,346,691,059	1.54%
MU	Micron Technology Inc Technology	5,815,376	$1,964,666,627	1.29%
META	Meta Platforms, Inc. Communication Services	3,417,924	$1,955,496,857	1.28%
AMZN	Amazon Com Inc Consumer Cyclical	8,037,824	$1,674,037,603	1.10%
BSX	Boston Scientific Corp Healthcare	24,432,352	$1,533,130,087	1.01%

Portfolio Trend

25 quarters · across all stocks

Holdings in GWRE

Compact Export CSV

Shares Held

Position Value (USD)

29 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$55,931,849	373,976	+112.1%	Shares	Defined	2026-05-15
2025-12-31	$35,449,319	176,356	+1604.4%	Shares	Defined	2026-02-17
2025-09-30	$2,378,361	10,347	-2.8%	Shares	Defined	2025-11-14
2025-06-30	$2,506,836	10,647	-14.4%	Shares	Defined	2025-08-14
2025-03-31	$2,330,008	12,436	-87.9%	Shares	Defined	2025-05-15
2024-12-31	$17,291,755	102,573	-61.5%	Shares	Defined	2025-02-14
2024-09-30	$48,772,718	266,605	+489.3%	Shares	Defined	2024-11-14
2024-06-30	$6,238,281	45,241	+2252.6%	Shares	Defined	2024-08-14
2024-03-31	$224,433	1,923	-92.4%	Shares	Defined	2024-05-15
2023-12-31	$2,748,571	25,207	-17.1%	Shares	Defined	2024-02-14
2023-09-30	$2,735,910	30,399	-52.8%	Shares	Defined	2023-11-14
2023-06-30	$4,901,834	64,430	-77.7%	Shares	Defined	2023-08-14
2023-03-31	$23,692,511	288,757	+1212.5%	Shares	Defined	2023-05-15
2022-12-31	$1,376,320	22,000	-94.5%	Put	Defined	2023-02-14
2022-12-31	$25,248,715	403,592	+1734.5%	Shares	Defined	2023-02-14
2022-09-30	$1,354,760	22,000	-93.8%	Put	Defined	2022-11-14
2022-09-30	$21,875,432	355,236	+25.5%	Shares	Defined	2022-11-14
2022-06-30	$20,090,453	283,004	+11.3%	Shares	Defined	2022-08-15
2022-03-31	$24,052,120	254,197	+1413.1%	Shares	Defined	2022-05-16
2022-03-31	$1,589,616	16,800	-33.9%	Put	Defined	2022-05-16
2021-12-31	$2,884,570	25,408	-57.9%	Shares	Defined	2022-02-14
2021-12-31	$6,857,212	60,400	-50.0%	Call	Defined	2022-02-14
2021-09-30	$14,346,063	120,687	-51.3%	Shares	Defined	2021-11-15
2021-06-30	$27,923,787	247,727	+42.8%	Shares	Defined	2021-08-16
2021-03-31	$17,633,821	173,510	-31.2%	Shares	Defined	2021-05-17
2020-12-31	$32,487,332	252,368	-19.9%	Shares	Defined	2021-02-16
2020-09-30	$32,870,804	315,247	+23.1%	Shares	Defined	2020-11-16
2020-06-30	$28,398,439	256,188	+71.1%	Shares	Defined	2020-08-14
2020-03-31	$11,873,103	149,705	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.