Hudson Way Capital Boosts Guidewire Software Holdings

Institutional investor increases stake in tech company by 7.3% in Q3

Mar. 16, 2026 at 10:52am

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Hudson Way Capital Management LLC, an institutional investor, raised its stake in Guidewire Software, Inc. (NYSE:GWRE) by 7.3% in the third quarter, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 252,986 shares of the technology company's stock, making it one of Guidewire's largest shareholders.

Why it matters

Guidewire Software is a major player in the insurance technology space, providing core software solutions for policy administration, billing, and claims management. Hudson Way Capital's increased investment signals confidence in the company's long-term growth prospects as insurers continue to modernize their technology infrastructure.

The details

According to the 13F filing, Hudson Way Capital Management now owns approximately 0.30% of Guidewire Software's outstanding shares, valued at $58,151,000 as of the end of the third quarter. The firm acquired an additional 17,111 shares during the period, bringing its total position to 252,986 shares.

  • Hudson Way Capital Management filed its 13F report for the third quarter of 2026.

The players

Hudson Way Capital Management LLC

An institutional investment firm that owns a significant stake in Guidewire Software, Inc.

Guidewire Software, Inc.

A leading provider of core software solutions for the property and casualty insurance industry.

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The takeaway

Hudson Way Capital's increased investment in Guidewire Software underscores the insurance technology company's strong market position and potential for future growth as insurers continue to modernize their technology infrastructure.