GWRE · Guidewire Software, Inc. · Shareholders & Ownership

$183.58 +12.14 (+7.08%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$14.06B

81.99M

Volume · Oct 20 1.59M Avg daily vol (3M) 1.32M

Every disclosed holder of GWRE in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns GWRE

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	552	84,539,190	103.11%	Yes
Insiders (Forms 3, 4, 5)	14	672,546	0.82%	Yes
13D/G-only blocks	1	3,176,527	3.87%	Yes
Remaining	—	6,395,594	-7.80%	Negative
Registered funds (N-PORT, not summed)	478	39,306,544	47.94%	No

Shares outstanding: 81,992,669, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of GWRE

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,994,456	10.97%	+2,397,003	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BAMCO INC /NY/ 13G CIK 1017918 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	8,987,623	10.96%	+2,979,494	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	Baron Partners Fund Fund S000000588 · Registered fund · Jun 30, 2026 BARON SELECT FUNDS, not summed	3,512,348	4.28%	+1,817,798	Jun 30, 2026	BARON SELECT FUNDS, not summed
1.3	Baron Focused Growth Fund Fund S000022521 · Registered fund · Jun 30, 2026 BARON SELECT FUNDS, not summed	1,330,026	1.62%	+434,526	Jun 30, 2026	BARON SELECT FUNDS, not summed
1.4	BARON ASSET FUND Fund S000000582 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	862,495	1.05%	0	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
1.5	Baron Generational Growth Fund Fund S000000583 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	750,000	0.91%	0	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,909,665	10.87%	-418,036	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,897,153	3.53%	+82,240	Jun 30, 2026	iShares Trust, not summed
2.2	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	506,559	0.62%	-10,323	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Expanded Tech-Software Sector ETF Fund S000004355 · Registered fund · Jun 30, 2026 iShares Trust, not summed	433,489	0.53%	+56,157	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	347,031	0.42%	+22,916	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	261,528	0.32%	-308,840	Jun 30, 2026	iShares Trust, not summed
3	Linonia Partnership LP 13F CIK 1985479 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,933,483	8.46%	-717,647	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,507,288	5.50%	-87,283	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,845,465	4.69%	+2,404	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Darsana Capital Partners LP 13F CIK 1609098 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,804,000	4.64%	-196,000	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Berkshire Partners Holdings LLC 13G CIK 1597786 · Unknown · Dec 31, 2023 Rule 13d-1(b), qualified institution	3,176,527	3.87%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,685,901	3.28%	-22,901	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,681,587	3.27%	+60,897	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	428,525	0.52%	+13,197	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	130,942	0.16%	+1,494	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	29,774	0.04%	-100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9.4	State Street(R) SPDR(R) S&P(R) Software & Services ETF Fund S000012329 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	25,192	0.03%	+6,581	Jun 30, 2026	SPDR SERIES TRUST, not summed
9.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	16,740	0.02%	+242	Jun 30, 2026	SPDR SERIES TRUST, not summed
10	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,249,339	2.74%	+1,391,489	Jun 30, 2026	carried, not yet filed for the newest quarter
11	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,028,908	2.47%	-966,429	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	MFS Mid Cap Value Fund Fund S000002499 · Registered fund · Jun 30, 2026 MFS SERIES TRUST XI, not summed	749,181	0.91%	—	Jun 30, 2026	MFS SERIES TRUST XI, not summed
11.2	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · May 31, 2026 MFS Series Trust IV, not summed	555,349	0.68%	-320,176	May 31, 2026	MFS Series Trust IV, not summed
11.3	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	222,522	0.27%	+5,697	May 31, 2026	MFS SERIES TRUST I, not summed
11.4	MFS Mid Cap Value Portfolio Fund S000018843 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	28,454	0.03%	—	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
11.5	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	27,372	0.03%	-54,013	May 31, 2026	MFS Series Trust X, not summed
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,940,758	2.37%	-19,578	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Route One Investment Company, L.P. 13F CIK 1512171 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,849,364	2.26%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,635,297	1.99%	-73,075	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	1,308,364	1.60%	-84,076	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
16	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,249,192	1.52%	+68,858	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	799,976	0.98%	+17,785	Jul 31, 2026	Principal Funds, Inc, not summed
16.2	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	51,222	0.06%	0	Jul 31, 2026	Principal Funds, Inc, not summed
16.3	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	32,367	0.04%	-157	Jul 31, 2026	Principal Funds, Inc, not summed
16.4	MidCap Account Fund S000007662 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	16,327	0.02%	+2,557	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
16.5	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	954	0.00%	—	Jul 31, 2026	Principal Funds, Inc, not summed
17	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,215,855	1.48%	+1,215,855	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	VanEck Morningstar Wide Moat ETF Fund S000036713 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	1,113,688	1.36%	—	Jun 30, 2026	VanEck ETF Trust, not summed
17.2	VanEck Morningstar Wide Moat Fund Fund S000059554 · Registered fund · Jun 30, 2026 VanEck Funds, not summed	3,453	0.00%	—	Jun 30, 2026	VanEck Funds, not summed
18	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,198,824	1.46%	+44,413	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,119,246	1.37%	+22,205	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	971,033	1.18%	+21,984	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	Artisan Partners Limited Partnership 13F CIK 1466153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	970,325	1.18%	-174,915	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Artisan Small Cap Fund Fund S000006498 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	155,205	0.19%	-259	Jun 30, 2026	Artisan Partners Funds Inc., not summed
21.2	Artisan Mid Cap Fund Fund S000006496 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	152,414	0.19%	-44,149	Jun 30, 2026	Artisan Partners Funds Inc., not summed
22	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	949,733	1.16%	+3,380	May 31, 2026	VANGUARD WORLD FUND, not summed
23	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	839,337	1.02%	+352,756	Jun 30, 2026	carried, not yet filed for the newest quarter
24	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	834,841	1.02%	+103,496	Jun 30, 2026	carried, not yet filed for the newest quarter
25	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	797,837	0.97%	-69,280	Sep 30, 2026
25.1	Wasatch Core Growth Fund Fund S000000877 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	350,828	0.43%	+36,698	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
25.2	Wasatch Global Opportunities Fund Fund S000022592 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	14,502	0.02%	+2,215	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
25.3	Wasatch Long/Short Alpha Fund Fund S000073482 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	7,955	0.01%	0	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
25.4	Wasatch U.S. Select Fund Fund S000076417 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	2,461	0.00%	-574	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
25.5	Wasatch Global Select Fund Fund S000066240 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	1,624	0.00%	0	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
26	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	776,446	0.95%	-340,073	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Stockbridge Partners LLC 13F CIK 1505183 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	759,827	0.93%	+623,392	Jun 30, 2026	carried, not yet filed for the newest quarter
28	DF DENT & CO INC 13F CIK 934999 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	726,645	0.89%	+108,370	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	DF DENT MIDCAP GROWTH FUND Fund S000033130 · Registered fund · Jun 30, 2026 FORUM FUNDS, not summed	42,251	0.05%	+18,642	Jun 30, 2026	FORUM FUNDS, not summed
28.2	DF DENT SMALL CAP GROWTH FUND Fund S000037552 · Registered fund · Jun 30, 2026 FORUM FUNDS, not summed	30,484	0.04%	-562	Jun 30, 2026	FORUM FUNDS, not summed
28.3	DF DENT PREMIER GROWTH FUND Fund S000004568 · Registered fund · Jun 30, 2026 FORUM FUNDS, not summed	21,224	0.03%	-10,100	Jun 30, 2026	FORUM FUNDS, not summed
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	726,559	0.89%	-23,511	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	55,026	0.07%	+1,552	Jun 30, 2026	Northern Funds, not summed
29.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,266	0.01%	+2,159	Jul 31, 2026	FlexShares Trust, not summed
30	BLAIR WILLIAM & CO/IL 13F CIK 902367 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	726,387	0.89%	-248,909	Jun 30, 2026	carried, not yet filed for the newest quarter
31	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	696,536	0.85%	+1,021	Jun 30, 2026	carried, not yet filed for the newest quarter
32	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	663,050	0.81%	+64,654	Jun 30, 2026	carried, not yet filed for the newest quarter
33	BROWN BROTHERS HARRIMAN & CO 13F CIK 14661 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	658,636	0.80%	-47,608	Jun 30, 2026	carried, not yet filed for the newest quarter
34	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	609,420	0.74%	+267,919	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	94,155	0.11%	+44,000	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
35	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	604,873	0.74%	-2,864	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	229,794	0.28%	+286	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	89,535	0.11%	+2,855	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	51,562	0.06%	+1,465	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	50,127	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
35.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	42,793	0.05%	-1,823	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36	PARNASSUS INVESTMENTS, LLC 13F CIK 948669 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	594,883	0.73%	+447,540	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Parnassus Mid Cap Fund Fund S000000853 · Registered fund · Jun 30, 2026 Parnassus Funds, not summed	451,374	0.55%	—	Jun 30, 2026	Parnassus Funds, not summed
36.2	Parnassus Mid Cap Growth Fund Fund S000000852 · Registered fund · Jun 30, 2026 Parnassus Funds, not summed	143,509	0.18%	-3,834	Jun 30, 2026	Parnassus Funds, not summed
37	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	593,454	0.72%	+68,636	Jun 30, 2026	carried, not yet filed for the newest quarter
38	1832 Asset Management L.P. 13F CIK 944388 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	554,286	0.68%	-7,666	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Ardmore Road Asset Management LP 13F CIK 1835730 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	550,000	0.67%	+550,000	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	542,329	0.66%	+2,194	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	533,133	0.65%	+16,908	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	12,521	0.02%	-498	Jul 31, 2026	BNY Mellon ETF Trust, not summed
42	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	493,769	0.60%	+159,134	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	68,889	0.08%	+57,681	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
42.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	61,761	0.08%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
42.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	51,537	0.06%	-20	Jul 31, 2026	Dimensional ETF Trust, not summed
42.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	50,559	0.06%	+44,118	Jul 31, 2026	Dimensional ETF Trust, not summed
42.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	41,160	0.05%	-2,921	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
43	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	493,637	0.60%	-226,497	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Permanence Portfolio Fund S000068163 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	162	0.00%	—	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
43.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	107	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
44	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	449,647	0.55%	+289,292	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	THRIVENT SMALL CAP STOCK FUND Fund S000001358 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	173,403	0.21%	—	Jul 31, 2026	Thrivent Mutual Funds, not summed
44.2	THRIVENT SMALL CAP STOCK PORTFOLIO Fund S000001445 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	57,429	0.07%	—	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
44.3	THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Fund S000001427 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	30,237	0.04%	+9,231	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
44.4	THRIVENT SMALL CAP GROWTH PORTFOLIO Fund S000061813 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	24,865	0.03%	+7,320	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
44.5	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	24,707	0.03%	+6,322	Jul 31, 2026	Thrivent Mutual Funds, not summed
45	Sculptor Capital LP 13F CIK 1054587 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	446,500	0.54%	-63,500	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Greenstone Partners & Co., LLC 13F CIK 1845565 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	404,584	0.49%	+265	Jun 30, 2026	carried, not yet filed for the newest quarter
47	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	396,198	0.48%	-37,620	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Brown Advisory Small-Cap Growth Fund Fund S000038483 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	60,584	0.07%	0	Jun 30, 2026	Brown Advisory Funds, not summed
47.2	Brown Advisory Sustainable Small-Cap Core Fund Fund S000072895 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	11,893	0.01%	+4,609	Jun 30, 2026	Brown Advisory Funds, not summed
47.3	Brown Advisory Mid-Cap Growth Fund Fund S000058723 · Registered fund · Mar 31, 2026 Brown Advisory Funds, not summed	1,369	0.00%	—	Mar 31, 2026	Brown Advisory Funds, not summed
48	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	372,149	0.45%	+253,224	Jun 30, 2026	carried, not yet filed for the newest quarter
49	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	363,864	0.44%	-54,806	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	10,312	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
49.2	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	9,180	0.01%	0	May 31, 2026	Goldman Sachs Trust, not summed
49.3	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	2,707	0.00%	+12	May 31, 2026	Goldman Sachs ETF Trust II, not summed
49.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,509	0.00%	-388	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
49.5	Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Fund S000083005 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,496	0.00%	+88	May 31, 2026	Goldman Sachs ETF Trust, not summed
50	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	357,511	0.44%	+155,137	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1528396 CUSIP 40171V100 13F (30d) 58 filings 56 filers Visit website Investor relations