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Linonia reports 9.0% stake in Guidewire (GWRE) via 7.65M shares

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Guidewire Software, Inc. ownership disclosure: Linonia Partners Fund LP and affiliated reporting persons report shared beneficial ownership of 7,651,130 shares of common stock, equal to 9.0% of the class. The filing cites 84,657,470 shares outstanding as of February 27, 2026.

The filing explains that the shares are held directly by the Fund and that The Linonia Partnership LP (investment manager), The Linonia Partnership GP LLC (general partner) and Philip Uhde (principal/managing member) may be deemed to share voting and dispositive power through their relationships. Each reporting person disclaims beneficial ownership except to the extent of any pecuniary interest.

Positive

  • None.

Negative

  • None.

Insights

Linonia reports a sizeable 7,651,130-share stake representing 9.0% of Guidewire.

The filing lists shared voting and dispositive power across the Fund, its manager, GP and Philip Uhde, citing an outstanding share base of 84,657,470 as of February 27, 2026. The structure is disclosed via a joint filing statement and includes standard disclaimer language about beneficial ownership.

Holdings at this scale can appear on an investor’s ownership radar; subsequent filings or amendments could update percent ownership if positions change.

Filing attributes shared control rather than sole control of the reported shares.

The report shows 0 sole voting and dispositive power and 7,651,130 shared voting and dispositive power for each reporting person. The disclosure explains the chain of relationships (Fund → Investment Manager → GP → individual) that gives rise to shared authority.

Investors seeking changes in ownership concentration should watch for future Schedule 13D/A, 13G/A or Form 4 filings that would indicate active trading or changes in control assumptions.

Reported shares owned 7,651,130 shares Amount beneficially owned reported by Linonia and affiliates
Percent of class 9.0% Percent of common stock reported by each reporting person
Shares outstanding 84,657,470 shares Shares issued and outstanding as of February 27, 2026
shared voting power regulatory
"Shared Voting Power 7,651,130.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
beneficial ownership regulatory
"Amount beneficially owned: Linonia Partners Fund LP - 7,651,130*"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Schedule 13G/A regulatory
"form_type: SCHEDULE 13G/A"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.





40171V100

(CUSIP Number)
03/31/2026

(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)




schemaVersion:


SCHEDULE 13G




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


SCHEDULE 13G




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


SCHEDULE 13G




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


SCHEDULE 13G




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


SCHEDULE 13G



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:05/15/2026
The Linonia Partnership LP
Signature:/s/ Philip Uhde
Name/Title:Philip Uhde, Principal and Managing Member of the General Partner
Date:05/15/2026
The Linonia Partnership GP LLC
Signature:/s/ Philip Uhde
Name/Title:Philip Uhde, Managing Member
Date:05/15/2026
Philip Uhde
Signature:/s/ Philip Uhde
Name/Title:Individually
Date:05/15/2026
Exhibit Information

Exhibit I - JOINT FILING STATEMENT

FAQ

What stake does Linonia Partners report in Guidewire (GWRE)?

Linonia Partners reports beneficial ownership of 7,651,130 shares, representing 9.0% of Guidewire's common stock, per this Schedule 13G/A filing.

How many Guidewire shares were outstanding for the percent calculation?

The percent is based on 84,657,470 shares outstanding as of February 27, 2026, as cited in Guidewire's most recent 10-Q referenced in the filing.

Who are the reporting persons named in the filing?

The filing names Linonia Partners Fund LP, The Linonia Partnership LP, The Linonia Partnership GP LLC, and Philip Uhde as joint filers reporting shared authority over the shares.

Does any reporting person claim sole voting or dispositive power?

No. Each reporting person discloses 0 shares of sole voting power and 0 shares of sole dispositive power; all 7,651,130 shares are reported as shared voting and dispositive power.

Does the filing admit beneficial ownership under Section 13?

The filing expressly states it shall not be deemed an admission that any reporting person is the beneficial owner for purposes of Section 13, and each disclaims beneficial ownership except to any pecuniary interest.