Position in GWRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,596,314
+$2,950,975 QoQ
Shares Held
118,621
+52.3% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#81
of 544 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GWRE Over Time
Shares Held
Position Value (USD)
Derivatives in GWRE
reported options exposure · as of Dec 31, 2021CallValue
$522,238
CallShares
4,600
PutValue
$1,055,829
PutShares
9,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $4,237,952,028 across 123 Software - Application names. GWRE ranks #41 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
2,161,507 | $564,153,327 | |
| 2 | HUBS |
Hubspot Inc
|
1,819,744 | $332,121,477 | |
| 3 | FIG |
Figma, Inc.
|
12,727,784 | $230,245,612 | |
| 4 | ADBE |
Adobe Inc.
|
1,093,171 | $224,121,918 | |
| 5 | TEAM |
Atlassian Corp
|
2,494,603 | $194,055,167 | |
| 6 | U |
Unity Software Inc.
|
6,750,900 | $192,940,722 | |
| 7 | DUOL |
Duolingo, Inc.
|
1,629,242 | $187,395,414 | |
| 8 | PAYC |
Paycom Software, Inc.
|
1,400,923 | $176,068,002 |
All Filings in GWRE
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,596,314 | 118,621 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,645,339 | 77,864 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $84,023,989 | 418,009 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $31,431,975 | 136,744 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $63,652,730 | 270,345 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,309,280 | 23,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,417,942 | 14,343 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $2,573,344 | 23,600 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,124,000 | 23,600 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,796,096 | 23,608 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,436,885 | 29,700 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $22,867,744 | 365,533 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,337,877 | 86,682 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $7,182,982 | 75,914 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,055,829 | 9,300 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $522,238 | 4,600 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $1,069,830 | 9,000 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $582,463 | 4,900 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $7,474,664 | 62,881 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $32,923,483 | 292,082 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $225,440 | 2,000 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $338,160 | 3,000 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $61,784,027 | 607,931 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $487,824 | 4,800 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $406,520 | 4,000 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $386,190 | 3,000 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $347,571 | 2,700 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $17,247,374 | 133,981 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $22,426,704 | 215,083 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $332,550 | 3,000 | Call | Sole | 2020-08-14 | |
| 2020-06-30 | $221,700 | 2,000 | Put | Sole | 2020-08-14 | |
| 2020-03-31 | $682,066 | 8,600 | Put | Sole | 2020-05-15 | |
| 2020-03-31 | $774,144 | 9,761 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $697,928 | 8,800 | Call | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||