Darsana Capital Partners’s Guidewire Software GWRE Stock Holding History

Darsana Capital Partners’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	$468M	Sell	3,804,000 -196,000	-5%	-$26.1M	2.1%	5
2026 Q1	$598M	Buy	4,000,000 +1,500,000	+60%	+$228M	12.74%	2
2025 Q4	$503M	Buy	2,500,000 +500,000	+25%	+$111M	10.02%	3
2025 Q3	$460M	Hold	2,000,000	–	–	10.83%	2
2025 Q2	$471M	Sell	2,000,000 -300,000	-13%	-$64.5M	13.45%	1
2025 Q1	$431M	Hold	2,300,000	–	–	12.52%	2
2024 Q4	$388M	Hold	2,300,000	–	–	11.8%	2
2024 Q3	$421M	Sell	2,300,000 -950,000	-29%	-$144M	10.36%	2
2024 Q2	$448M	Hold	3,250,000	–	–	12.25%	1
2024 Q1	$379M	Sell	3,250,000 -250,000	-7%	-$28.6M	12.19%	1
2023 Q4	$382M	Buy	3,500,000 +1,000,000	+40%	+$95.4M	13.62%	1
2023 Q3	$225M	Hold	2,500,000	–	–	11.03%	5
2023 Q2	$190M	Hold	2,500,000	–	–	12.27%	6
2023 Q1	$205M	Hold	2,500,000	–	–	13.81%	2
2022 Q4	$156M	Hold	2,500,000	–	–	10.43%	5
2022 Q3	$154M	Hold	2,500,000	–	–	7.91%	6
2022 Q2	$177M	Hold	2,500,000	–	–	9.56%	5
2022 Q1	$237M	Hold	2,500,000	–	–	12%	5
2021 Q4	$284M	Hold	2,500,000	–	–	13.12%	4
2021 Q3	$297M	Hold	2,500,000	–	–	9.79%	4
2021 Q2	$282M	Hold	2,500,000	–	–	8.01%	4
2021 Q1	$254M	Buy	2,500,000 +250,000	+11%	+$29.1M	7.1%	5
2020 Q4	$290M	Buy	2,250,000 +1,000,000	+80%	+$114M	8.18%	4
2020 Q3	$130M	Buy	1,250,000 +304,104	+32%	+$34.2M	6.63%	10
2020 Q2	$105M	Buy	+945,896	New	+$90.9M	6.22%	7

Other funds holding GWRE

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Darsana Capital Partners's GWRE Position: Q2 2026 in Review

Darsana Capital Partners reduced its Guidewire Software (GWRE) stake by 4.9% in Q2 2026, selling an estimated $26.1M and leaving 3,804,000 shares worth $468M. The position accounts for 2.1% of the portfolio, ranked #5.

Darsana Capital Partners first reported a position in GWRE in Q2 2020 and has held it in 25 quarters since. The position peaked at $598M in Q1 2026. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Darsana Capital Partners held 3,804,000 shares of Guidewire Software worth $468M as of Q2 2026.
Darsana Capital Partners sold 196,000 Guidewire Software shares in Q2 2026, an estimated $26.1M.
Guidewire Software made up 2.1% of Darsana Capital Partners's portfolio in Q2 2026, its #5 holding.
Darsana Capital Partners first reported a position in Guidewire Software in Q2 2020 and has held it in 25 quarters since.
Darsana Capital Partners's Guidewire Software position peaked at $598M in Q1 2026.
547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Darsana Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.