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AGF Management’s Guidewire Software GWRE Stock Holding History

AGF 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 		$2.67M Sell
21,692
-7,363
-25% -$982K 0.01% 449
2026
Q1 		$4.35M Buy
29,055
+14,727
+103% +$2.24M 0.02% 283
2025
Q4 		$2.88M Sell
14,328
-1,187
-8% -$263K 0.01% 427
2025
Q3 		$3.57M Sell
15,515
-50,305
-76% -$11.4M 0.02% 331
2025
Q2 		$15.5M Buy
65,820
+52,080
+379% +$11.2M 0.07% 172
2025
Q1 		$2.57M Buy
13,740
+934
+7% +$182K 0.01% 411
2024
Q4 		$2.16M Buy
+12,806
New +$2.39M 0.01% 483
2024
Q3 		– Sell
-19,310
Closed -$2.66M – 693
2024
Q2 		$2.66M Buy
19,310
+497
+3% +$59.8K 0.01% 334
2024
Q1 		$2.2M Sell
18,813
-10,435
-36% -$1.19M 0.01% 470
2023
Q4 		$3.19M Buy
+29,248
New +$2.79M 0.02% 336

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 $3.38T AUM 44.17% 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

AGF Management's GWRE Position: Q2 2026 in Review

AGF Management reduced its Guidewire Software (GWRE) stake by 25% in Q2 2026, selling an estimated $982K and leaving 21,692 shares worth $2.67M. The position accounts for 0.01% of the portfolio, ranked #449.

AGF Management first reported a position in GWRE in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.5M in Q2 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • AGF Management held 21,692 shares of Guidewire Software worth $2.67M as of Q2 2026.
  • AGF Management sold 7,363 Guidewire Software shares in Q2 2026, an estimated $982K.
  • Guidewire Software made up 0.01% of AGF Management's portfolio in Q2 2026, its #449 holding.
  • AGF Management first reported a position in Guidewire Software in Q4 2023 and has held it in 10 quarters since.
  • AGF Management's Guidewire Software position peaked at $15.5M in Q2 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.