Linonia reports 7.65M shares (9.0%) of Guidewire

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.

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.

Insights

Corporate Governance Analyst

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.

Equity Ownership Specialist

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.

Key Figures

Reported shares owned: 7,651,130 shares Percent of class: 9.0% Shares outstanding: 84,657,470 shares

3 metrics

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

Key Terms

shared voting power, beneficial ownership, Schedule 13G/A

3 terms

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/15/2026 - 10:26 AM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

Guidewire Software, Inc.

(Name of Issuer)

Common Stock, $0.0001 par value

(Title of Class of Securities)

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

CUSIP Number(s): 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 7,651,130.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 7,651,130.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

7,651,130.00

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)

9.0 %

12

Type of Reporting Person (See Instructions)

PN

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

SCHEDULE 13G

CUSIP Number(s): 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 7,651,130.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 7,651,130.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

7,651,130.00

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)

9.0 %

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 Number(s): 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 7,651,130.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 7,651,130.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

7,651,130.00

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)

9.0 %

12

Type of Reporting Person (See Instructions)

OO

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

SCHEDULE 13G

CUSIP Number(s): 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

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 7,651,130.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 7,651,130.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

7,651,130.00

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)

9.0 %

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 - 7,651,130* The Linonia Partnership LP - 7,651,130* The Linonia Partnership GP LLC - 7,651,130* Philip Uhde - 7,651,130* *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 March 6, 2026, that there were 84,657,470 Shares issued and outstanding as of February 27, 2026. 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 - 9.0% The Linonia Partnership LP - 9.0% The Linonia Partnership GP LLC - 9.0% Philip Uhde - 9.0%
(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 - 7,651,130* The Linonia Partnership LP - 7,651,130* The Linonia Partnership GP LLC - 7,651,130* Philip Uhde - 7,651,130*
	(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 - 7,651,130* The Linonia Partnership LP - 7,651,130* The Linonia Partnership GP LLC - 7,651,130* Philip Uhde - 7,651,130*
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:	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