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Advisors Capital Management’s Guidewire Software GWRE Stock Holding History

Advisors Capital 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 		$7.23M Sell
58,744
-3,350
-5% -$447K 0.08% 192
2026
Q1 		$9.29M Buy
62,094
+5,346
+9% +$813K 0.11% 170
2025
Q4 		$11.4M Buy
56,748
+6,384
+13% +$1.41M 0.13% 161
2025
Q3 		$11.6M Buy
50,364
+7,248
+17% +$1.65M 0.14% 154
2025
Q2 		$10.2M Sell
43,116
-137
-0.3% -$29.4K 0.14% 153
2025
Q1 		$8.1M Buy
43,253
+1,599
+4% +$311K 0.13% 157
2024
Q4 		$7.02M Buy
41,654
+2,075
+5% +$388K 0.11% 167
2024
Q3 		$7.24M Buy
39,579
+7
+0% +$1.06K 0.12% 163
2024
Q2 		$5.46M Buy
39,572
+234
+0.6% +$28.2K 0.1% 176
2024
Q1 		$4.59M Buy
39,338
+4,953
+14% +$566K 0.08% 189
2023
Q4 		$3.75M Buy
34,385
+552
+2% +$52.7K 0.08% 204
2023
Q3 		$3.04M Buy
33,833
+69
+0.2% +$5.76K 0.08% 188
2023
Q2 		$2.57M Buy
33,764
+216
+0.6% +$16.5K 0.06% 204
2023
Q1 		$2.75M Sell
33,548
-471
-1% -$34.2K 0.07% 193
2022
Q4 		$2.13M Sell
34,019
-2,260
-6% -$134K 0.06% 208
2022
Q3 		$2.19M Buy
36,279
+15,316
+73% +$1.11M 0.06% 213
2022
Q2 		$1.49M Buy
20,963
+112
+0.5% +$9.16K 0.05% 231
2022
Q1 		$1.97M Buy
20,851
+2,341
+13% +$224K 0.05% 210
2021
Q4 		$2.1M Buy
18,510
+2,325
+14% +$276K 0.06% 206
2021
Q3 		$1.92M Buy
16,185
+3,007
+23% +$347K 0.06% 205
2021
Q2 		$1.49M Buy
13,178
+2,589
+24% +$269K 0.05% 212
2021
Q1 		$1.08M Buy
10,589
+2,506
+31% +$291K 0.04% 216
2020
Q4 		$1.04M Buy
8,083
+1,573
+24% +$180K 0.04% 205
2020
Q3 		$679K Buy
6,510
+604
+10% +$67.9K 0.03% 204
2020
Q2 		$655K Buy
5,906
+334
+6% +$32.1K 0.03% 196
2020
Q1 		$442K Buy
5,572
+435
+8% +$45.4K 0.03% 206
2019
Q4 		$564K Buy
5,137
+614
+14% +$68.7K 0.03% 246
2019
Q3 		$477K Buy
4,523
+318
+8% +$32.1K 0.03% 229
2019
Q2 		$426K Buy
4,205
+996
+31% +$102K 0.03% 229
2019
Q1 		$317K Sell
3,209
-570
-15% -$51K 0.02% 233
2018
Q4 		$303K Buy
+3,779
New +$329K 0.02% 239

Other funds holding GWRE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
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

Advisors Capital Management's GWRE Position: Q2 2026 in Review

Advisors Capital Management reduced its Guidewire Software (GWRE) stake by 5.4% in Q2 2026, selling an estimated $447K and leaving 58,744 shares worth $7.23M. The position accounts for 0.08% of the portfolio, ranked #192.

Advisors Capital Management first reported a position in GWRE in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.6M in Q3 2025. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Advisors Capital Management held 58,744 shares of Guidewire Software worth $7.23M as of Q2 2026.
  • Advisors Capital Management sold 3,350 Guidewire Software shares in Q2 2026, an estimated $447K.
  • Guidewire Software made up 0.08% of Advisors Capital Management's portfolio in Q2 2026, its #192 holding.
  • Advisors Capital Management first reported a position in Guidewire Software in Q4 2018 and has held it in 31 quarters since.
  • Advisors Capital Management's Guidewire Software position peaked at $11.6M in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.