1832 Asset Management’s Guidewire Software GWRE Stock Holding History

1832 Asset Management’s Portfolio GWRE Stock Details GWRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$68.2M	Sell	554,286 -7,666	-1%	-$1.02M	0.03%	217
2026 Q1	$84M	Buy	561,952 +129,856	+30%	+$19.8M	0.08%	178
2025 Q4	$86.9M	Buy	+432,096	New	+$95.6M	0.07%	176
2023 Q3	–	Sell	-9,963	Closed	-$758K	–	880
2023 Q2	$758K	Buy	9,963 +9,250	+1,297%	+$708K	﹤0.01%	597
2023 Q1	$58.5K	Buy	713 +6	+0.8%	+$436	﹤0.01%	723
2022 Q4	$44.2K	Buy	707 +155	+28%	+$9.2K	﹤0.01%	767
2022 Q3	$34K	Buy	552 +18	+3%	+$1.3K	﹤0.01%	752
2022 Q2	$38K	Sell	534 -18	-3%	-$1.47K	﹤0.01%	766
2022 Q1	$52K	Buy	552 +77	+16%	+$7.36K	﹤0.01%	791
2021 Q4	$54K	Buy	475 +67	+16%	+$7.95K	﹤0.01%	580
2021 Q3	$49K	Buy	+408	New	+$47.1K	﹤0.01%	763
2020 Q1	–	Sell	-5	Closed	-$1K	–	710
2019 Q4	$1K	Buy	+5	New	+$559	﹤0.01%	661

Other funds holding GWRE

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

1832 Asset Management's GWRE Position: Q2 2026 in Review

1832 Asset Management reduced its Guidewire Software (GWRE) stake by 1.4% in Q2 2026, selling an estimated $1.02M and leaving 554,286 shares worth $68.2M. The position accounts for 0.03% of the portfolio, ranked #217.

1832 Asset Management first reported a position in GWRE in Q4 2019 and has held it in 12 quarters since. The position peaked at $86.9M in Q4 2025. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

1832 Asset Management held 554,286 shares of Guidewire Software worth $68.2M as of Q2 2026.
1832 Asset Management sold 7,666 Guidewire Software shares in Q2 2026, an estimated $1.02M.
Guidewire Software made up 0.03% of 1832 Asset Management's portfolio in Q2 2026, its #217 holding.
1832 Asset Management first reported a position in Guidewire Software in Q4 2019 and has held it in 12 quarters since.
1832 Asset Management's Guidewire Software position peaked at $86.9M in Q4 2025.
547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.