BDF Gestion’s Guidewire Software GWRE Stock Holding History

BDF Gestion’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	–	Sell	-8,969	Closed	-$1.8M	–	152
2025 Q4	$1.8M	Buy	+8,969	New	+$1.98M	0.22%	107

Other funds holding GWRE

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

BDF Gestion's GWRE Position: Q1 2026 in Review

BDF Gestion sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 8,969 shares — an estimated $1.8M sold.

BDF Gestion first reported a position in GWRE in Q4 2025 and held it in 1 quarter. The position peaked at $1.8M in Q4 2025. 597 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

BDF Gestion reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
BDF Gestion sold 8,969 Guidewire Software shares in Q1 2026, an estimated $1.8M.
BDF Gestion first reported a position in Guidewire Software in Q4 2025 and held it in 1 quarter.
BDF Gestion's Guidewire Software position peaked at $1.8M in Q4 2025.
597 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on BDF Gestion's 13F filing for Q1 2026, filed 10 Apr 2026.