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American Capital Management’s Guidewire Software GWRE Stock Holding History

American 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
Q1 		$48.5M Sell
324,196
-1,236
-0.4% -$188K 2.6% 15
2025
Q4 		$65.4M Sell
325,432
-6,650
-2% -$1.47M 2.89% 10
2025
Q3 		$76.3M Sell
332,082
-10,529
-3% -$2.39M 3.04% 11
2025
Q2 		$80.7M Sell
342,611
-58,248
-15% -$12.5M 3.35% 10
2025
Q1 		$75.1M Sell
400,859
-11,559
-3% -$2.25M 3.06% 10
2024
Q4 		$69.5M Sell
412,418
-18,859
-4% -$3.52M 2.59% 14
2024
Q3 		$78.9M Sell
431,277
-8,115
-2% -$1.23M 2.58% 14
2024
Q2 		$60.6M Buy
439,392
+1,241
+0.3% +$149K 2.03% 20
2024
Q1 		$51.1M Sell
438,151
-9,212
-2% -$1.05M 1.64% 21
2023
Q4 		$48.8M Sell
447,363
-1,702
-0.4% -$162K 1.67% 21
2023
Q3 		$40.4M Buy
449,065
+10,629
+2% +$887K 1.56% 21
2023
Q2 		$33.4M Buy
438,436
+26,862
+7% +$2.06M 1.16% 29
2023
Q1 		$33.8M Buy
411,574
+18,997
+5% +$1.38M 1.19% 27
2022
Q4 		$24.6M Buy
392,577
+20,221
+5% +$1.2M 0.96% 30
2022
Q3 		$22.9M Sell
372,356
-889
-0.2% -$64.2K 0.91% 30
2022
Q2 		$26.5M Buy
373,245
+996
+0.3% +$81.5K 0.99% 30
2022
Q1 		$35.2M Buy
372,249
+23,136
+7% +$2.21M 1.04% 31
2021
Q4 		$39.6M Buy
349,113
+42,412
+14% +$5.03M 1.02% 29
2021
Q3 		$36.5M Buy
306,701
+90,914
+42% +$10.5M 0.98% 34
2021
Q2 		$24.3M Buy
215,787
+30,121
+16% +$3.13M 0.68% 36
2021
Q1 		$18.9M Buy
185,666
+1,917
+1% +$223K 0.57% 40
2020
Q4 		$23.7M Sell
183,749
-4,451
-2% -$508K 0.71% 35
2020
Q3 		$19.6M Buy
188,200
+550
+0.3% +$61.8K 0.72% 35
2020
Q2 		$20.8M Buy
187,650
+6,767
+4% +$650K 0.77% 30
2020
Q1 		$14.3M Buy
180,883
+68,103
+60% +$7.11M 0.7% 33
2019
Q4 		$12.4M Buy
112,780
+14,580
+15% +$1.63M 0.52% 39
2019
Q3 		$10.3M Buy
98,200
+79,165
+416% +$7.98M 0.46% 41
2019
Q2 		$1.93M Buy
+19,035
New +$1.94M 0.08% 61

Other funds holding GWRE

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
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

American Capital Management's GWRE Position: Q1 2026 in Review

American Capital Management reduced its Guidewire Software (GWRE) stake by 0.38% in Q1 2026, selling an estimated $188K and leaving 324,196 shares worth $48.5M. The position accounts for 2.6% of the portfolio, ranked #15.

American Capital Management first reported a position in GWRE in Q2 2019 and has held it in 28 quarters since. The position peaked at $80.7M in Q2 2025. 595 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • American Capital Management held 324,196 shares of Guidewire Software worth $48.5M as of Q1 2026.
  • American Capital Management sold 1,236 Guidewire Software shares in Q1 2026, an estimated $188K.
  • Guidewire Software made up 2.6% of American Capital Management's portfolio in Q1 2026, its #15 holding.
  • American Capital Management first reported a position in Guidewire Software in Q2 2019 and has held it in 28 quarters since.
  • American Capital Management's Guidewire Software position peaked at $80.7M in Q2 2025.
  • 595 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on American Capital Management's 13F filing for Q1 2026, filed 15 May 2026.