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BRX Global’s Guidewire Software GWRE Stock Holding History

BRX Global’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 		$8.02M Sell
53,601
-115,846
-68% -$17.6M 10.45% 3
2025
Q4 		$34.1M Hold
169,447
– – 33.33% 2
2025
Q3 		$38.9M Sell
169,447
-30,635
-15% -$6.97M 37.21% 1
2025
Q2 		$47.1M Sell
200,082
-23,394
-10% -$5.03M 39.8% 1
2025
Q1 		$41.9M Sell
223,476
-19,386
-8% -$3.77M 31.09% 1
2024
Q4 		$40.9M Hold
242,862
– – 28.94% 1
2024
Q3 		$44.4M Hold
242,862
– – 29.1% 1
2024
Q2 		$33.5M Buy
242,862
+26,310
+12% +$3.17M 24.62% 2
2024
Q1 		$25.3M Buy
216,552
+52,163
+32% +$5.96M 18.97% 3
2023
Q4 		$17.9M Hold
164,389
– – 16.58% 4
2023
Q3 		$14.8M Hold
164,389
– – 17.2% 4
2023
Q2 		$12.5M Hold
164,389
– – 16.23% 4
2023
Q1 		$13.5M Hold
164,389
– – 16.05% 4
2022
Q4 		$10.3M Hold
164,389
– – 14.82% 4
2022
Q3 		$10.1M Hold
164,389
– – 12.33% 4
2022
Q2 		$11.7M Buy
164,389
+24,918
+18% +$2.04M 13.42% 4
2022
Q1 		$13.2M Hold
139,471
– – 12.47% 3
2021
Q4 		$15.8M Buy
139,471
+15,340
+12% +$1.82M 14.09% 3
2021
Q3 		$14.8M Hold
124,131
– – 11.78% 3
2021
Q2 		$14M Sell
124,131
-35,194
-22% -$3.66M 9.87% 5
2021
Q1 		$16.2M Buy
159,325
+32,028
+25% +$3.72M 13.81% 4
2020
Q4 		$16.4M Buy
+127,297
New +$14.5M 14.19% 4

Other funds holding GWRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
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

BRX Global's GWRE Position: Q1 2026 in Review

BRX Global reduced its Guidewire Software (GWRE) stake by 68% in Q1 2026, selling an estimated $17.6M and leaving 53,601 shares worth $8.02M. The position accounts for 10.45% of the portfolio, ranked #3.

BRX Global first reported a position in GWRE in Q4 2020 and has held it in 22 quarters since. The position peaked at $47.1M in Q2 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • BRX Global held 53,601 shares of Guidewire Software worth $8.02M as of Q1 2026.
  • BRX Global sold 115,846 Guidewire Software shares in Q1 2026, an estimated $17.6M.
  • Guidewire Software made up 10.45% of BRX Global's portfolio in Q1 2026, its #3 holding.
  • BRX Global first reported a position in Guidewire Software in Q4 2020 and has held it in 22 quarters since.
  • BRX Global's Guidewire Software position peaked at $47.1M in Q2 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on BRX Global's 13F filing for Q1 2026, filed 14 May 2026.