BAMCO INC /NY/

Position in GWRE — Guidewire Software, Inc.

CIK 1017918 NEW YORK, NY

Back to GWRE Full portfolio

Position in GWRE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,106,767,810

+$120,052,740 QoQ

Shares Held

8,994,456

+36.3% QoQ

Ownership

10.8%

of shares outstanding

% of Portfolio

1.67%

of 13F equity value

Holder Rank

of 544 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 99% None 1%

Common Shares in GWRE Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

BAMCO INC /NY/ holds $3,162,105,130 across 19 Software - Application names. GWRE ranks #2 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	11,155,546	$1,273,740,242
2	GWRE	Guidewire Software, Inc. This page	8,994,456	$1,106,767,810
3	DDOG	Datadog, Inc.	508,356	$132,355,568
4	SNOW	Snowflake Inc.	341,931	$87,021,439
5	FIG	Figma, Inc.	4,264,145	$77,138,383
6	DT	Dynatrace, Inc.	1,569,714	$68,926,141
7	PCOR	Procore Technologies, Inc.	1,529,188	$62,115,616
8	ROP	Roper Technologies Inc	173,931	$58,856,511

All Filings in GWRE

Export CSV

27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,105,927,010	8,987,623	—	Shares	Sole	2026-07-02
2026-06-30	$1,106,767,810	8,994,456	+36.3%	Shares	Defined	2026-08-14
2026-03-31	$986,715,070	6,597,453	+28.2%	Shares	Defined	2026-05-15
2025-12-31	$1,034,709,025	5,147,550	-0.4%	Shares	Defined	2026-02-17
2025-09-30	$1,188,112,090	5,168,851	-7.5%	Shares	Defined	2025-11-14
2025-06-30	$1,316,052,484	5,589,520	-1.4%	Shares	Defined	2025-08-14
2025-03-31	$1,061,896,899	5,667,682	-4.2%	Shares	Defined	2025-05-15
2024-12-31	$997,181,550	5,915,183	-1.5%	Shares	Defined	2025-02-14
2024-09-30	$1,099,127,119	6,008,129	-1.9%	Shares	Defined	2024-11-14
2024-06-30	$844,616,375	6,125,291	-1.5%	Shares	Defined	2024-08-14
2024-03-31	$725,439,248	6,215,742	-2.3%	Shares	Defined	2024-05-15
2023-12-31	$693,608,019	6,361,042	+2.0%	Shares	Defined	2024-02-14
2023-09-30	$561,499,380	6,238,882	+0.6%	Shares	Defined	2023-11-14
2023-06-30	$471,847,170	6,201,987	+1.6%	Shares	Defined	2023-08-14
2023-03-31	$501,016,171	6,106,230	+3.9%	Shares	Defined	2023-05-15
2022-12-31	$367,822,145	5,879,510	-3.3%	Shares	Defined	2023-02-14
2022-09-30	$374,608,875	6,083,288	-1.3%	Shares	Defined	2022-11-14
2022-06-30	$437,500,224	6,162,843	+6.0%	Shares	Defined	2022-08-15
2022-03-31	$550,211,515	5,814,960	-1.4%	Shares	Defined	2022-05-13
2021-12-31	$669,596,647	5,897,971	+2.6%	Shares	Defined	2022-02-14
2021-09-30	$683,622,558	5,751,010	+0.6%	Shares	Defined	2021-11-12
2021-06-30	$644,101,918	5,714,176	+0.3%	Shares	Defined	2021-08-13
2021-03-31	$579,093,939	5,698,061	-0.3%	Shares	Defined	2021-05-19
2020-12-31	$735,399,732	5,712,730	+0.5%	Shares	Defined	2021-02-12
2020-09-30	$592,684,860	5,684,136	-0.7%	Shares	Defined	2020-11-13
2020-06-30	$634,364,066	5,722,725	-7.2%	Shares	Defined	2020-08-14
2020-03-31	$488,856,609	6,163,871	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.