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Cape Investment Advisory’s Guidewire Software GWRE Stock Holding History

Cape Investment Advisory’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 		$2.21K Buy
+18
New +$2.4K ﹤0.01% 1219
2026
Q1 		– Sell
-2
Closed -$402 – 607
2025
Q4 		$402 Buy
+2
New +$442 ﹤0.01% 1259

Other funds holding GWRE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Cape Investment Advisory's GWRE Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Guidewire Software (GWRE) in Q2 2026: 18 shares worth $2.21K. The stake represents ﹤0.01% of the portfolio and ranks #1219 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in GWRE as recently as Q4 2025.

Cape Investment Advisory first reported a position in GWRE in Q4 2025 and has held it in 2 quarters since. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Cape Investment Advisory held 18 shares of Guidewire Software worth $2.21K as of Q2 2026.
  • Guidewire Software was a new Cape Investment Advisory position in Q2 2026.
  • Guidewire Software made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1219 holding.
  • Cape Investment Advisory first reported a position in Guidewire Software in Q4 2025 and has held it in 2 quarters since.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.