4D Advisors’s Guidewire Software GWRE Stock Holding History

4D Advisors’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	$6.15M	Buy	+50,000	New	+$6.67M	2.36%	20
2025 Q4	–	Sell	-25,000	Closed	-$5.75M	–	42
2025 Q3	$5.75M	Buy	25,000 +5,000	+25%	+$1.14M	3.06%	15
2025 Q2	$4.71M	Buy	+20,000	New	+$4.3M	2.53%	16

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

4D Advisors's GWRE Position: Q2 2026 in Review

4D Advisors opened a new position in Guidewire Software (GWRE) in Q2 2026: 50,000 shares worth $6.15M. The stake represents 2.36% of the portfolio and ranks #20 among its holdings. This is a return to the name: 4D Advisors previously reported a position in GWRE as recently as Q3 2025.

4D Advisors first reported a position in GWRE in Q2 2025 and has held it in 3 quarters since. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

4D Advisors held 50,000 shares of Guidewire Software worth $6.15M as of Q2 2026.
Guidewire Software was a new 4D Advisors position in Q2 2026.
Guidewire Software made up 2.36% of 4D Advisors's portfolio in Q2 2026, its #20 holding.
4D Advisors first reported a position in Guidewire Software in Q2 2025 and has held it in 3 quarters since.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on 4D Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.