Bridgefront Capital’s Guidewire Software GWRE Stock Holding History

Bridgefront Capital’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	$706K	Buy	+4,720	New	+$718K	0.18%	197
2025 Q4	–	Sell	-11,501	Closed	-$2.64M	–	629
2025 Q3	$2.64M	Buy	11,501 +7,280	+172%	+$1.66M	0.78%	4
2025 Q2	$994K	Buy	+4,221	New	+$907K	0.26%	101
2024 Q4	–	Sell	-1,646	Closed	-$301K	–	664
2024 Q3	$301K	Sell	1,646 -594	-27%	-$90.2K	0.12%	313
2024 Q2	$309K	Buy	+2,240	New	+$270K	0.13%	283
2022 Q1	–	Sell	-3,005	Closed	-$341K	–	337
2021 Q4	$341K	Buy	+3,005	New	+$356K	0.33%	115
2021 Q2	–	Sell	-4,831	Closed	-$491K	–	720
2021 Q1	$491K	Buy	4,831 +1,837	+61%	+$214K	0.15%	241
2020 Q4	$385K	Buy	+2,994	New	+$342K	0.13%	285

Other funds holding GWRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bridgefront Capital's GWRE Position: Q1 2026 in Review

Bridgefront Capital opened a new position in Guidewire Software (GWRE) in Q1 2026: 4,720 shares worth $706K. The stake represents 0.18% of the portfolio and ranks #197 among its holdings. This is a return to the name: Bridgefront Capital previously reported a position in GWRE as recently as Q3 2025.

Bridgefront Capital first reported a position in GWRE in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.64M in Q3 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

Bridgefront Capital held 4,720 shares of Guidewire Software worth $706K as of Q1 2026.
Guidewire Software was a new Bridgefront Capital position in Q1 2026.
Guidewire Software made up 0.18% of Bridgefront Capital's portfolio in Q1 2026, its #197 holding.
Bridgefront Capital first reported a position in Guidewire Software in Q4 2020 and has held it in 8 quarters since.
Bridgefront Capital's Guidewire Software position peaked at $2.64M in Q3 2025.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

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