BNP PARIBAS ARBITRAGE, SA

CIK

1166588

City

NEW YORK

State / Country

Stock

GWRE — Guidewire Software, Inc.

Top Portfolio Positions

4,100 positions · $129,099,953,105 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	32,489,022	$5,666,085,332	4.39%
MSFT	Microsoft Corp Technology	12,887,986	$4,770,745,648	3.70%
AMZN	Amazon Com Inc Consumer Cyclical	15,262,120	$3,178,641,618	2.46%
AAPL	Apple Inc. Technology	11,727,263	$2,976,261,976	2.31%
TSLA	Tesla, Inc. Consumer Cyclical	7,178,728	$2,668,692,006	2.07%
AVGO	Broadcom Inc. Technology	7,839,320	$2,426,347,837	1.88%
GOOGL	Alphabet Inc. Communication Services	8,097,114	$2,328,406,001	1.80%
JPM	Jpmorgan Chase & Co Financial Services	7,065,111	$2,078,272,990	1.61%
META	Meta Platforms, Inc. Communication Services	3,498,063	$2,001,346,633	1.55%
SPY	Spdr S&P 500 ETF Trust	3,010,953	$1,958,143,162	1.52%

Portfolio Trend

25 quarters · across all stocks

Holdings in GWRE

Compact Export CSV

Shares Held

Position Value (USD)

27 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$26,717,697	178,642	-46.4%	Shares	Defined	2026-05-12
2025-12-31	$66,933,113	332,984	+198.5%	Shares	Defined	2026-02-10
2025-09-30	$25,641,572	111,553	-18.6%	Shares	Defined	2025-11-13
2025-06-30	$32,262,536	137,025	+55.8%	Shares	Defined	2025-08-14
2025-03-31	$16,475,501	87,935	+38.1%	Shares	Defined	2025-05-14
2024-12-31	$10,732,645	63,665	+795.4%	Shares	Defined	2025-02-14
2024-09-30	$1,300,703	7,110	+78.8%	Shares	Defined	2024-11-13
2024-06-30	$548,250	3,976	-90.2%	Shares	Defined	2024-08-13
2024-03-31	$4,743,561	40,644	+9.9%	Shares	Defined	2024-05-01
2023-12-31	$4,031,972	36,977	-20.6%	Shares	Defined	2024-02-14
2023-09-30	$4,189,410	46,549	+18.3%	Shares	Defined	2023-11-14
2023-06-30	$2,994,432	39,359	+110.6%	Shares	Defined	2023-08-09
2023-03-31	$1,533,268	18,687	+152.0%	Shares	Defined	2023-05-12
2022-12-31	$463,882	7,415	-76.2%	Shares	Defined	2023-02-14
2022-06-30	$2,214,746	31,198	+8.4%	Shares	Defined	2022-08-12
2022-03-31	$2,722,501	28,773	+90.7%	Shares	Defined	2022-05-18
2021-12-31	$1,713,054	15,089	+24.2%	Shares	Defined	2022-02-09
2021-09-30	$1,444,627	12,153	-31.4%	Shares	Defined	2021-11-16
2021-06-30	$1,995,482	17,703	-17.3%	Shares	Defined	2021-08-10
2021-03-31	$2,174,983	21,401	-49.9%	Shares	Defined	2021-05-07
2020-12-31	$5,500,632	42,730	+91.8%	Shares	Defined	2021-02-10
2020-09-30	$2,322,718	22,276	+5469.0%	Shares	Defined	2020-10-30
2020-09-30	$41,708	400	-98.7%	Put	Defined	2020-10-30
2020-06-30	$3,450,206	31,125	+4205.0%	Shares	Defined	2020-08-06
2020-06-30	$80,144	723	0.0%	Put	Defined	2020-08-06
2020-03-31	$57,341	723	-97.7%	Put	Defined	2020-05-13
2020-03-31	$2,498,582	31,504	—	Shares	Defined	2020-05-13
No 13F history on record for this holder in this stock.