SCHEDULE: Linonia Partners Discloses 9% Stake in Guidewire Software

Linonia Partners Fund LP, along with affiliated entities and Philip Uhde, has reported beneficial ownership of 7,651,130 shares, representing 9.0% of Guidewire Software, Inc.'s common stock.

Summary

• Linonia Partners Fund LP, The Linonia Partnership LP, The Linonia Partnership GP LLC, and Philip Uhde have jointly filed a Schedule 13G, indicating a significant ownership stake in Guidewire Software, Inc.
• The reporting persons collectively beneficially own 7,651,130 shares of Guidewire Software's common stock.
• This ownership stake represents 9.0% of the class of securities.
• The filing states that the shares are held by Linonia Partners Fund LP, with The Linonia Partnership LP acting as the investment manager, The Linonia Partnership GP LLC as the general partner of the investment manager, and Philip Uhde as the principal of the investment manager and managing member of the general partner.
• The reporting persons disclaim beneficial ownership except to the extent of their pecuniary interest.
• The percentage of class is based on 84,657,470 shares issued and outstanding as of February 27, 2026, as stated in Guidewire's most recent 10-Q filing.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing. It reports a significant ownership stake but does not provide operational or financial performance details, nor does it indicate any intention to influence company control.

Positives

• Linonia Partners has established a substantial 9.0% ownership stake in Guidewire Software, Inc., indicating confidence in the company's value or future prospects.
• The filing is a standard Schedule 13G, suggesting a passive investment approach rather than an attempt to control or influence the company, which is generally viewed neutrally by the market.

Negatives

• The filing does not contain any negative financial results or operational challenges.
• The reporting persons disclaim beneficial ownership beyond their pecuniary interest, which is a standard legal disclaimer but does not inherently represent a negative.

Risks

• The filing does not explicitly mention any current issues or potential future challenges for Guidewire Software, Inc.

Future Outlook

The filing is a Schedule 13G, which reports beneficial ownership and does not contain forward-looking statements or guidance from the company.

Management Comments

• The reporting persons may be deemed to have shared voting and dispositive power with respect to the Shares owned directly by the Fund by virtue of their relationships.
• Each of the reporting persons herein disclaims beneficial ownership of the Shares reported herein except to the extent of the reporting persons pecuniary interest therein, if any.
• The securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

Industry Context

StockSavvy.ai notes that Schedule 13G filings typically indicate passive investment by institutional investors. A 9.0% stake is a significant position, suggesting Linonia Partners views Guidewire Software as a notable investment opportunity within the software industry, particularly in the cloud and data management space where Guidewire operates.

Stakeholder Impact

• Shareholders: The filing indicates a significant institutional investor's interest, which could be perceived positively by the market, but the passive nature of the filing suggests no immediate impact on corporate strategy or control.

Next Steps

• No specific next steps are outlined in this filing.

Key Dates

Keywords

Guidewire Software, Schedule 13G, Linonia Partners, SEC Filing, Ownership Stake, Common Stock, Investment Management, Beneficial Ownership