Linonia discloses 6.3% Guidewire Software (NYSE: GWRE) ownership

Rhea-AI Filing Summary

Linonia Partners Fund LP and related entities reported a significant passive stake in Guidewire Software, Inc., holding 5,362,728 shares of common stock. This represents 6.3% of Guidewire’s outstanding shares, based on 85,019,176 shares outstanding as of November 28, 2025.

The shares are held by Linonia Partners Fund LP, with investment and control roles played by The Linonia Partnership LP, The Linonia Partnership GP LLC, and Philip Uhde. All reporting persons disclaim ultimate beneficial ownership beyond any pecuniary interest and certify the position is not intended to change or influence control of Guidewire.

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Accepted by SEC EDGAR 02/17/2026 - 04:19 PM Learn about SEC filing dates

FAQ

What stake do Linonia entities report in Guidewire Software (GWRE)?

Linonia entities report holding 5,362,728 shares of Guidewire Software common stock, representing 6.3% of the company. This position is disclosed as a passive investment, with no stated intention to change or influence control of Guidewire Software.

Which entities are reporting ownership in Guidewire Software (GWRE)?

The reporting group includes Linonia Partners Fund LP, The Linonia Partnership LP, The Linonia Partnership GP LLC, and Philip Uhde. The fund directly holds the shares, while the partnership, general partner, and Uhde are listed due to their management and control roles.

How was the 6.3% ownership in Guidewire (GWRE) calculated?

The 6.3% ownership figure is based on 85,019,176 Guidewire common shares outstanding as of November 28, 2025, as stated in the company’s most recent Form 10-Q. Linonia’s reported 5,362,728 shares are measured against that outstanding share count.

Do Linonia and Philip Uhde claim full beneficial ownership of GWRE shares?

The reporting persons expressly disclaim beneficial ownership of the Guidewire shares beyond any pecuniary interest. They state that this report should not be deemed an admission of beneficial ownership for Section 13 or any other legal purpose.

Is Linonia’s Guidewire (GWRE) position intended to influence control of the company?

The reporting group certifies the shares were not acquired and are not held for the purpose of changing or influencing control of Guidewire. They also state the holdings are not in connection with any transaction aimed at achieving such control, aside from certain nomination-related activities.

Who has voting and dispositive power over Linonia’s GWRE shares?

The filing reports shared voting and dispositive power over 5,362,728 shares for each reporting person, and no sole power to vote or dispose. This reflects the relationships among the fund, its investment manager, its general partner, and principal, Philip Uhde.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Guidewire Software, Inc.

(Name of Issuer)

Common Stock, $0.0001 par value

(Title of Class of Securities)

40171V100

(CUSIP Number)

12/31/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 40171V100

1

Names of Reporting Persons

Linonia Partners Fund LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 5,362,728.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 5,362,728.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,362,728.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.3 %

12

Type of Reporting Person (See Instructions)

PN

Comment for Type of Reporting Person: Please see note in Item 4(a).

SCHEDULE 13G

CUSIP No. 40171V100

1

Names of Reporting Persons

The Linonia Partnership LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 5,362,728.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 5,362,728.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,362,728.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.3 %

12

Type of Reporting Person (See Instructions)

IA, PN

Comment for Type of Reporting Person: Please see note in Item 4(a).

SCHEDULE 13G

CUSIP No. 40171V100

1

Names of Reporting Persons

The Linonia Partnership GP LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 5,362,728.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 5,362,728.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,362,728.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.3 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: Please see note in Item 4(a).

SCHEDULE 13G

CUSIP No. 40171V100

1

Names of Reporting Persons

Philip Uhde

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 5,362,728.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 5,362,728.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,362,728.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.3 %

12

Type of Reporting Person (See Instructions)

HC, IN

Comment for Type of Reporting Person: Please see note in Item 4(a).

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Guidewire Software, Inc.
(b)	Address of issuer's principal executive offices: 970 Park Pl, Suite 200 San Mateo, California 94403
Item 2.
(a)	Name of person filing: Linonia Partners Fund LP* The Linonia Partnership LP* The Linonia Partnership GP LLC* Philip Uhde*
(b)	Address or principal business office or, if none, residence: 414 West 14th Street, 6th Floor New York, New York 10014
(c)	Citizenship: Linonia Partners Fund LP - Delaware The Linonia Partnership LP - Delaware The Linonia Partnership GP LLC - Delaware Philip Uhde - United States
(d)	Title of class of securities: Common Stock, $0.0001 par value
(e)	CUSIP No.: 40171V100
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: Linonia Partners Fund LP - 5,362,728* The Linonia Partnership LP - 5,362,728* The Linonia Partnership GP LLC - 5,362,728* Philip Uhde - 5,362,728* *The Common Stock (the "Shares") of Guidewire Software, Inc. (the "Issuer") reported herein are held by a private investment fund, Linonia Partners Fund LP (the "Fund") for which The Linonia Partnership LP, a Delaware Limited Partnership, serves as the investment manager (the "Investment Manager"). The Linonia Partnership GP LLC, a Delaware Limited Liability Company, serves as the general partner of the Investment Manager (the "General Partner") and Philip Uhde serves as the Principal of the Investment Manager and the Managing Member of the General Partner. By virtue of these relationships, the Fund, the Investment Manager, the General Partner, and Philip Uhde may be deemed to have shared voting and dispositive power with respect to the Shares owned directly by the Fund. The percentages reported herein are based upon a statement in the Issuer's most recent 10-Q filed with the SEC on December 4, 2025, that there were 85,019,176 Shares issued and outstanding as of November 28, 2025. This report shall not be deemed an admission that any reporting person herein is the beneficial owner of the securities reported herein for purposes of Section 13 of the Securities Exchange Act of 1934, as amended, or for any other purpose. Each of the reporting person's herein disclaims beneficial ownership of the Shares reported herein except to the extent of the reporting persons pecuniary interest therein, if any.
(b)	Percent of class: Linonia Partners Fund LP - 6.3% The Linonia Partnership LP - 6.3% The Linonia Partnership GP LLC - 6.3% Philip Uhde - 6.3%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Linonia Partners Fund LP - 0 The Linonia Partnership LP - 0 The Linonia Partnership GP LLC - 0 Philip Uhde - 0
	(ii) Shared power to vote or to direct the vote: Linonia Partners Fund LP - 5,362,728* The Linonia Partnership LP - 5,362,728* The Linonia Partnership GP LLC - 5,362,728* Philip Uhde - 5,362,728*
	(iii) Sole power to dispose or to direct the disposition of: Linonia Partners Fund LP - 0 The Linonia Partnership LP - 0 The Linonia Partnership GP LLC - 0 Philip Uhde - 0
	(iv) Shared power to dispose or to direct the disposition of: Linonia Partners Fund LP - 5,362,728* The Linonia Partnership LP - 5,362,728* The Linonia Partnership GP LLC - 5,362,728* Philip Uhde - 5,362,728*
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, 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.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Linonia Partners Fund LP

Signature:	/s/ Philip Uhde
Name/Title:	Philip Uhde, Managing Member of the General Partner of the Fund, Linonia Capital Partners GP LLC
Date:	02/17/2026

The Linonia Partnership LP

Signature:	/s/ Philip Uhde
Name/Title:	Philip Uhde, Principal and Managing Member of the General Partner
Date:	02/17/2026

The Linonia Partnership GP LLC

Signature:	/s/ Philip Uhde
Name/Title:	Philip Uhde, Managing Member
Date:	02/17/2026

Philip Uhde

Signature:	/s/ Philip Uhde
Name/Title:	Individually
Date:	02/17/2026

Exhibit Information

Exhibit I - JOINT FILING STATEMENT