Atria Investments’s Guidewire Software GWRE Stock Holding History

Atria Investments’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	$341K	Sell	2,773 -1,007	-27%	-$134K	﹤0.01%	1761
2026 Q1	$565K	Buy	3,780 +276	+8%	+$42K	0.01%	1382
2025 Q4	$704K	Sell	3,504 -599	-15%	-$132K	0.01%	1252
2025 Q3	$943K	Sell	4,103 -138	-3%	-$31.4K	0.01%	1086
2025 Q2	$998K	Buy	4,241 +906	+27%	+$195K	0.01%	1040
2025 Q1	$625K	Sell	3,335 -3,121	-48%	-$607K	0.01%	1237
2024 Q4	$1.09M	Sell	6,456 -500	-7%	-$93.4K	0.01%	929
2024 Q3	$1.27M	Sell	6,956 -407	-6%	-$61.8K	0.02%	862
2024 Q2	$1.02M	Buy	+7,363	New	+$886K	0.01%	917

Other funds holding GWRE

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Atria Investments's GWRE Position: Q2 2026 in Review

Atria Investments reduced its Guidewire Software (GWRE) stake by 27% in Q2 2026, selling an estimated $134K and leaving 2,773 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Atria Investments first reported a position in GWRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.27M in Q3 2024. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Atria Investments held 2,773 shares of Guidewire Software worth $341K as of Q2 2026.
Atria Investments sold 1,007 Guidewire Software shares in Q2 2026, an estimated $134K.
Guidewire Software made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1761 holding.
Atria Investments first reported a position in Guidewire Software in Q2 2024 and has held it in 9 quarters since.
Atria Investments's Guidewire Software position peaked at $1.27M in Q3 2024.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.