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Ardmore Road Asset Management’s Guidewire Software GWRE Stock Holding History

Ardmore Road Asset 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 		$67.7M Buy
+550,000
New +$73.3M 3.97% 2

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DCP
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State Street
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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

Ardmore Road Asset Management's GWRE Position: Q2 2026 in Review

Ardmore Road Asset Management opened a new position in Guidewire Software (GWRE) in Q2 2026: 550,000 shares worth $67.7M. The stake represents 3.97% of the portfolio and ranks #2 among its holdings.

547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Ardmore Road Asset Management held 550,000 shares of Guidewire Software worth $67.7M as of Q2 2026.
  • Guidewire Software was a new Ardmore Road Asset Management position in Q2 2026.
  • Guidewire Software made up 3.97% of Ardmore Road Asset Management's portfolio in Q2 2026, its #2 holding.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Ardmore Road Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.