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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

AGF Management's GWRE Position: Q1 2026 in Review

AGF Management increased its Guidewire Software (GWRE) stake by 103% in Q1 2026, buying an estimated $2.24M and bringing the position to 29,055 shares worth $4.35M. The position accounts for 0.02% of the portfolio, ranked #283.

AGF Management first reported a position in GWRE in Q4 2023 and has held it in 9 quarters since. The position peaked at $15.5M in Q2 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

AGF Management held 29,055 shares of Guidewire Software worth $4.35M as of Q1 2026.
AGF Management bought 14,727 Guidewire Software shares in Q1 2026, an estimated $2.24M.
Guidewire Software made up 0.02% of AGF Management's portfolio in Q1 2026, its #283 holding.
AGF Management first reported a position in Guidewire Software in Q4 2023 and has held it in 9 quarters since.
AGF Management's Guidewire Software position peaked at $15.5M in Q2 2025.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.