SCHEDULE: Linonia Partners Discloses 5% Stake in Guidewire Software
Ownership Disclosure
Linonia Partners Fund LP and its affiliates have disclosed a 5.0% beneficial ownership stake in Guidewire Software, Inc., totaling 4,244,437 shares.
Summary
- Linonia Partners Fund LP, along with its affiliates The Linonia Partnership LP, The Linonia Partnership GP LLC, and Philip Uhde, reported beneficial ownership of 4,244,437 shares of Guidewire Software, Inc. common stock.
- This represents a 5.0% stake in Guidewire Software, Inc.'s outstanding common stock.
- The shares are held by Linonia Partners Fund LP, a private investment fund.
- The Linonia Partnership LP serves as the investment manager for the Fund, with The Linonia Partnership GP LLC as its general partner.
- Philip Uhde is the Principal of the investment manager and the Managing Member of the general partner.
- All reporting persons share voting and dispositive power over the 4,244,437 shares.
- The ownership percentage is based on 84,530,578 shares of Guidewire Software, Inc. common stock outstanding as of August 29, 2025, as reported in the issuer's most recent 10-K filing on September 11, 2025.
- The securities were not acquired and are not held for the purpose of changing or influencing the control of Guidewire Software, Inc.
Sentiment
Score: 6
Explanation: The filing is a factual disclosure of a significant institutional ownership stake (5.0%) in Guidewire Software, Inc. by Linonia Partners Fund LP and its affiliates. While purely informational, the establishment of a new 5% position by an investment fund can be interpreted as a vote of confidence in the issuer's value or future prospects.
Positives
- A significant institutional investor, Linonia Partners Fund LP, has established a 5.0% position in Guidewire Software, Inc., which can be interpreted as a signal of confidence in the company's prospects.
Future Outlook
NA
Industry Context
NA
Stakeholder Impact
- Shareholders: Increased institutional ownership may be viewed positively, potentially increasing investor confidence and liquidity.
Key Dates
| Date | Description |
|---|---|
| 2025-08-29 | Date as of which 84,530,578 shares of Guidewire Software, Inc. common stock were outstanding, per the issuer's 10-K. |
| 2025-09-11 | Date of Guidewire Software, Inc.'s most recent 10-K filing with the SEC. |
| 2025-09-26 | Date of event which required the filing of this Schedule 13G. |
| 2025-09-29 | Date of signing and filing of this Schedule 13G. |
Keywords
Guidewire Software, GWRE, Linonia Partners, Institutional Ownership, Schedule 13G, Common Stock, Investment Fund, Software, Insurance Technology
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