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David Shaw’s Guidewire Software GWRE Stock Holding History

David Shaw’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
2023
Q1 		– Sell
-22,000
Closed -$1.38M – 4609
2022
Q4 		$1.38M Hold
22,000
– – ﹤0.01% 3221
2022
Q3 		$1.35M Buy
+22,000
New +$1.59M ﹤0.01% 3344
2022
Q2 		– Sell
-16,800
Closed -$1.59M – 5501
2022
Q1 		$1.59M Buy
+16,800
New +$1.61M ﹤0.01% 3524

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

David Shaw's GWRE Position: Q2 2026 in Review

David Shaw reduced its Guidewire Software (GWRE) stake by 6.2% in Q2 2026, selling an estimated $3.09M and leaving 350,829 shares worth $43.2M. The position accounts for 0.02% of the portfolio, ranked #838.

David Shaw first reported a position in GWRE in Q2 2013 and has held it in 42 quarters since. The position peaked at $55.9M in Q1 2026. 543 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • David Shaw held 350,829 shares of Guidewire Software worth $43.2M as of Q2 2026.
  • David Shaw sold 23,147 Guidewire Software shares in Q2 2026, an estimated $3.09M.
  • Guidewire Software made up 0.02% of David Shaw's portfolio in Q2 2026, its #838 holding.
  • David Shaw first reported a position in Guidewire Software in Q2 2013 and has held it in 42 quarters since.
  • David Shaw's Guidewire Software position peaked at $55.9M in Q1 2026.
  • 543 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.