MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

GWRE — Guidewire Software, Inc.

Top Portfolio Positions

5,260 positions · $1,251,003,247,930 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.96%
NVDA	Nvidia Corp Technology	342,954,346	$59,811,237,934	4.78%
MSFT	Microsoft Corp Technology	124,881,288	$46,227,306,365	3.70%
AMZN	Amazon Com Inc Consumer Cyclical	173,925,856	$36,223,538,016	2.90%
GOOGL	Alphabet Inc. Communication Services	120,955,598	$34,781,991,748	2.78%
SPY	Spdr S&P 500 ETF Trust	40,502,730	$26,340,545,421	2.11%
AVGO	Broadcom Inc. Technology	75,935,152	$23,502,688,883	1.88%
META	Meta Platforms, Inc. Communication Services	38,078,962	$21,786,116,518	1.74%
JPM	Jpmorgan Chase & Co Financial Services	68,544,442	$20,163,033,047	1.61%
TSLA	Tesla, Inc. Consumer Cyclical	39,177,400	$14,564,198,442	1.16%

Portfolio Trend

25 quarters · across all stocks

Holdings in GWRE

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$107,703,230	720,134	+27.0%	Shares	Defined	2026-05-15
2025-12-31	$114,007,237	567,172	-12.7%	Shares	Defined	2026-05-27
2025-09-30	$149,258,663	649,346	-12.8%	Shares	Defined	2026-05-27
2025-06-30	$175,260,496	744,364	-11.6%	Shares	Defined	2025-08-15
2025-03-31	$157,828,123	842,379	-3.3%	Shares	Defined	2025-05-15
2024-12-31	$146,902,798	871,413	-7.4%	Shares	Defined	2025-05-15
2024-09-30	$172,184,219	941,206	+22.1%	Shares	Defined	2025-05-14
2024-06-30	$106,289,466	770,828	+9.4%	Shares	Defined	2025-05-14
2024-03-31	$82,197,912	704,292	-4.3%	Shares	Defined	2024-10-17
2023-12-31	$80,276,114	736,208	-7.4%	Shares	Defined	2024-08-16
2023-09-30	$71,530,560	794,784	-6.4%	Shares	Defined	2023-11-15
2023-06-30	$64,584,230	848,899	+14.9%	Shares	Defined	2023-08-14
2023-03-31	$60,635,026	739,001	-25.4%	Shares	Defined	2023-05-15
2022-12-31	$61,982,940	990,776	+74.5%	Shares	Defined	2023-02-14
2022-09-30	$34,968,815	567,860	-10.6%	Shares	Defined	2022-11-14
2022-06-30	$45,073,249	634,924	+326.6%	Shares	Defined	2022-10-27
2022-03-31	$14,083,614	148,844	-50.3%	Shares	Defined	2022-10-27
2021-12-31	$34,027,775	299,725	-3.6%	Shares	Defined	2022-02-14
2021-09-30	$36,962,148	310,946	+119.3%	Shares	Defined	2021-11-15
2021-06-30	$15,985,721	141,818	+232.2%	Shares	Defined	2021-08-23
2021-03-31	$4,338,276	42,687	+14.7%	Shares	Defined	2021-05-17
2020-12-31	$4,789,138	37,203	-3.8%	Shares	Defined	2021-02-16
2020-09-30	$4,032,953	38,678	-68.8%	Shares	Defined	2020-11-13
2020-06-30	$13,722,674	123,795	+29.8%	Shares	Defined	2020-08-14
2020-03-31	$7,561,888	95,346	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.