Chesapeake Asset Management’s Guidewire Software GWRE Stock Holding History

Chesapeake Asset Management’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	-2,085	Closed	-$419K	–	354
2025 Q4	$419K	Hold	2,085	–	–	0.35%	65
2025 Q3	$479K	Sell	2,085 -3,643	-64%	-$829K	0.42%	55
2025 Q2	$1.35M	Hold	5,728	–	–	1.21%	20
2025 Q1	$1.07M	Hold	5,728	–	–	1.01%	25
2024 Q4	$966K	Hold	5,728	–	–	0.9%	28
2024 Q3	$1.05M	Hold	5,728	–	–	0.91%	27
2024 Q2	$790K	Hold	5,728	–	–	0.75%	29
2024 Q1	$669K	Hold	5,728	–	–	0.66%	32
2023 Q4	$625K	Hold	5,728	–	–	0.56%	50
2023 Q3	$516K	Hold	5,728	–	–	0.5%	54
2023 Q2	$436K	Sell	5,728 -5,754	-50%	-$440K	0.39%	65
2023 Q1	$942K	Buy	+11,482	New	+$835K	0.86%	31

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

Chesapeake Asset Management's GWRE Position: Q1 2026 in Review

Chesapeake Asset Management sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 2,085 shares — an estimated $419K sold.

Chesapeake Asset Management first reported a position in GWRE in Q1 2023 and held it in 12 quarters. The position peaked at $1.35M in Q2 2025. 597 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

Chesapeake Asset Management reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
Chesapeake Asset Management sold 2,085 Guidewire Software shares in Q1 2026, an estimated $419K.
Chesapeake Asset Management first reported a position in Guidewire Software in Q1 2023 and held it in 12 quarters.
Chesapeake Asset Management's Guidewire Software position peaked at $1.35M in Q2 2025.
597 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Chesapeake Asset Management's 13F filing for Q1 2026, filed 12 May 2026.