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Anabranch Capital Management’s Guidewire Software GWRE Stock Holding History

Anabranch 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 		$16M Hold
129,697
– – 12.19% 4
2026
Q1 		$19.4M Buy
129,697
+5,052
+4% +$769K 16.88% 4
2025
Q4 		$25.1M Buy
124,645
+91,552
+277% +$20.3M 16.84% 5
2025
Q3 		$7.61M Hold
33,093
– – 4.79% 6
2025
Q2 		$7.79M Sell
33,093
-46,928
-59% -$10.1M 4.65% 6
2025
Q1 		$15M Sell
80,021
-92,877
-54% -$18.1M 9.7% 6
2024
Q4 		$29.1M Hold
172,898
– – 17.44% 1
2024
Q3 		$31.6M Sell
172,898
-115,269
-40% -$17.5M 18.56% 2
2024
Q2 		$39.7M Sell
288,167
-43,401
-13% -$5.22M 23.66% 1
2024
Q1 		$38.7M Sell
331,568
-46,466
-12% -$5.31M 22.56% 2
2023
Q4 		$41.2M Hold
378,034
– – 26.22% 1
2023
Q3 		$34M Hold
378,034
– – 24.88% 1
2023
Q2 		$28.8M Buy
378,034
+12,203
+3% +$934K 21.13% 2
2023
Q1 		$30M Buy
365,831
+35,395
+11% +$2.57M 24.62% 2
2022
Q4 		$20.7M Buy
330,436
+3,819
+1% +$227K 19.7% 3
2022
Q3 		$20.1M Hold
326,617
– – 21.61% 2
2022
Q2 		$23.2M Sell
326,617
-25,924
-7% -$2.12M 24.11% 2
2022
Q1 		$33.4M Buy
352,541
+13,328
+4% +$1.27M 22.92% 1
2021
Q4 		$38.5M Buy
339,213
+26,128
+8% +$3.1M 21.83% 2
2021
Q3 		$37.2M Hold
313,085
– – 21.36% 2
2021
Q2 		$35.3M Buy
313,085
+12,323
+4% +$1.28M 21.76% 2
2021
Q1 		$30.6M Hold
300,762
– – 22.1% 3
2020
Q4 		$38.7M Buy
+300,762
New +$34.3M 23.82% 1

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

Anabranch Capital Management held its Guidewire Software (GWRE) position steady in Q2 2026 at 129,697 shares worth $16M. The position accounts for 12.19% of the portfolio, ranked #4.

Anabranch Capital Management first reported a position in GWRE in Q4 2020 and has held it in 23 quarters since. The position peaked at $41.2M in Q4 2023. 543 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Anabranch Capital Management held 129,697 shares of Guidewire Software worth $16M as of Q2 2026.
  • Anabranch Capital Management left its Guidewire Software share count unchanged in Q2 2026.
  • Guidewire Software made up 12.19% of Anabranch Capital Management's portfolio in Q2 2026, its #4 holding.
  • Anabranch Capital Management first reported a position in Guidewire Software in Q4 2020 and has held it in 23 quarters since.
  • Anabranch Capital Management's Guidewire Software position peaked at $41.2M in Q4 2023.
  • 543 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Anabranch Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.