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Dara Capital US’s Guidewire Software GWRE Stock Holding History

Dara Capital US’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 		$158K Buy
1,283
+302
+31% +$40.3K 0.11% 88
2026
Q1 		$147K Buy
981
+55
+6% +$8.37K 0.14% 88
2025
Q4 		$186K Buy
+926
New +$205K 0.16% 86

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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

Dara Capital US's GWRE Position: Q2 2026 in Review

Dara Capital US increased its Guidewire Software (GWRE) stake by 31% in Q2 2026, buying an estimated $40.3K and bringing the position to 1,283 shares worth $158K. The position accounts for 0.11% of the portfolio, ranked #88.

Dara Capital US first reported a position in GWRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $186K in Q4 2025. 542 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Dara Capital US held 1,283 shares of Guidewire Software worth $158K as of Q2 2026.
  • Dara Capital US bought 302 Guidewire Software shares in Q2 2026, an estimated $40.3K.
  • Guidewire Software made up 0.11% of Dara Capital US's portfolio in Q2 2026, its #88 holding.
  • Dara Capital US first reported a position in Guidewire Software in Q4 2025 and has held it in 3 quarters since.
  • Dara Capital US's Guidewire Software position peaked at $186K in Q4 2025.
  • 542 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Dara Capital US's 13F filing for Q2 2026, filed 23 Jul 2026.