[SCHEDULE 13G] Guidewire Software, Inc. SEC Filing

Rhea-AI Filing Summary

Linonia Partners Fund LP and related entities report beneficial ownership of 4,244,437 shares of Guidewire Software, Inc. (GWRE), representing 5.0% of the outstanding common stock based on the issuer's 10-K. The shares are held directly by Linonia Partners Fund LP. The Linonia Partnership LP serves as the fund's investment manager, The Linonia Partnership GP LLC serves as general partner of the investment manager, and Philip Uhde is the principal/managing member. Each reporting person disclaims sole ownership; voting and dispositive power are reported as shared for 4,244,437 shares and sole power is reported as zero.

The filing states the address for the reporting persons and confirms the reporting purpose is not to influence control of the issuer. The report includes a joint filing statement executed by Philip Uhde on behalf of the reporting persons.

Positive

• Transparent disclosure of a 5.0% stake (4,244,437 shares) in Guidewire Software, providing clarity on a significant shareholder
• Clear ownership chain showing Fund, Investment Manager, General Partner, and individual, which helps investors understand who holds shared voting and dispositive power
• Filing certifies passive intent, stating the securities were not acquired to influence control of the issuer

Negative

• None.

Insights

Securities Analyst

TL;DR: Linonia and affiliates report a 5.0% shared stake (4,244,437 shares) in Guidewire; ownership is disclosed as shared, not sole.

The Schedule 13G indicates a non-control reporting position held by a private fund and its management structure. The declaration of shared voting and dispositive power across the fund, its manager, the general partner and Philip Uhde is consistent with common fund reporting. The position equals 5.0% of outstanding shares using the issuer's disclosed share count, which meets the threshold for significance but is presented as passive under the certification. For investors, this filing primarily increases transparency about a notable shareholder without indicating activist intent.

Corporate Governance Expert

TL;DR: Ownership structure shows fund-managed holdings with shared authority; filing asserts passive intent and disclaims control.

The filing clarifies the chain of control: the Fund holds the shares, the Partnership is the investment manager, the GP is the general partner, and an individual (Philip Uhde) is the managing member. All four reporting persons report identical shared voting and dispositive power figures, which supports the joint filing and the disclosure of potential shared influence while disclaiming beneficial ownership beyond pecuniary interest. The certification that the stake is not intended to change control is important for governance assessment.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Guidewire Software, Inc.

(Name of Issuer)

Common Stock, $0.0001 par value

(Title of Class of Securities)

40171V100

(CUSIP Number)

09/26/2025

(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 4,244,437.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 4,244,437.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,244,437.00

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)

5.0 %

12

Type of Reporting Person (See Instructions)

PN

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

SCHEDULE 13G

CUSIP 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 4,244,437.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 4,244,437.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,244,437.00

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)

5.0 %

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 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 4,244,437.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 4,244,437.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,244,437.00

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)

5.0 %

12

Type of Reporting Person (See Instructions)

OO

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

SCHEDULE 13G

CUSIP 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 4,244,437.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 4,244,437.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,244,437.00

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)

5.0 %

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, CA 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 - 4,244,437* The Linonia Partnership LP - 4,244,437* The Linonia Partnership GP LLC - 4,244,437* Philip Uhde - 4,244,437* *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-K filed with the SEC on September 11, 2025, that there were 84,530,578 Shares issued and outstanding as of August 29, 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 - 5.0% The Linonia Partnership LP - 5.0% The Linonia Partnership GP LLC - 5.0% Philip Uhde - 5.0%
(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 - 4,244,437* The Linonia Partnership LP - 4,244,437* The Linonia Partnership GP LLC - 4,244,437* Philip Uhde - 4,244,437*
	(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 - 4,244,437* The Linonia Partnership LP - 4,244,437* The Linonia Partnership GP LLC - 4,244,437* Philip Uhde - 4,244,437*
Item 5.	Ownership of 5 Percent or Less of a Class.
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:	09/29/2025

The Linonia Partnership LP

Signature:	/s/ Philip Uhde
Name/Title:	Philip Uhde, Principal and Managing Member of the General Partner
Date:	09/29/2025

The Linonia Partnership GP LLC

Signature:	/s/ Philip Uhde
Name/Title:	Philip Uhde, Managing Member
Date:	09/29/2025

Philip Uhde

Signature:	/s/ Philip Uhde
Name/Title:	Individually
Date:	09/29/2025

Exhibit Information

Exhibit I - JOINT FILING STATEMENT

FAQ

How many Guidewire (GWRE) shares does Linonia report owning?

The filing reports 4,244,437 shares, representing 5.0% of outstanding common stock as of the issuer's reported share count.

Who are the reporting persons in the Schedule 13G for GWRE?

The reporting persons are Linonia Partners Fund LP, The Linonia Partnership LP, The Linonia Partnership GP LLC, and Philip Uhde.

Does the filing indicate Linonia intends to influence control of Guidewire?

No. The certification states the securities were not acquired and are not held to change or influence control of the issuer.

What voting and dispositive powers are reported by Linonia for GWRE shares?

All reporting persons disclose 0 sole voting power and 4,244,437 shared voting power, and similarly 0 sole dispositive power and 4,244,437 shared dispositive power.

What address is listed for the reporting persons in the GWRE filing?

The principal business address provided is 414 West 14th Street, 6th Floor, New York, NY 10014.