DDC
GWRE icon

DF Dent & Co’s Guidewire Software GWRE Stock Holding History

DF Dent & Co’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 		$92.5M Buy
618,275
+165,468
+37% +$25.2M 1.77% 17
2025
Q4 		$91M Sell
452,807
-31,919
-7% -$7.06M 1.31% 27
2025
Q3 		$111M Sell
484,726
-36,685
-7% -$8.34M 1.44% 26
2025
Q2 		$123M Sell
521,411
-130,548
-20% -$28.1M 1.56% 23
2025
Q1 		$122M Sell
651,959
-341,174
-34% -$66.3M 1.63% 22
2024
Q4 		$167M Sell
993,133
-230,428
-19% -$43M 2.12% 18
2024
Q3 		$224M Sell
1,223,561
-277,382
-18% -$42.1M 2.72% 10
2024
Q2 		$207M Sell
1,500,943
-14,556
-1% -$1.75M 2.68% 13
2024
Q1 		$177M Sell
1,515,499
-18,023
-1% -$2.06M 2.16% 19
2023
Q4 		$167M Sell
1,533,522
-7,018
-0.5% -$670K 2.22% 18
2023
Q3 		$139M Sell
1,540,540
-229,218
-13% -$19.1M 2.03% 23
2023
Q2 		$135M Sell
1,769,758
-48,131
-3% -$3.68M 1.82% 23
2023
Q1 		$149M Buy
1,817,889
+99,592
+6% +$7.24M 2.1% 17
2022
Q4 		$107M Buy
1,718,297
+238,597
+16% +$14.2M 1.61% 26
2022
Q3 		$91.1M Buy
1,479,700
+79,829
+6% +$5.77M 1.41% 30
2022
Q2 		$99.4M Buy
1,399,871
+341,273
+32% +$27.9M 1.4% 34
2022
Q1 		$100M Buy
1,058,598
+67,043
+7% +$6.41M 1.15% 35
2021
Q4 		$113M Buy
991,555
+167,689
+20% +$19.9M 1.13% 36
2021
Q3 		$97.9M Buy
823,866
+47,912
+6% +$5.53M 1% 37
2021
Q2 		$87.5M Buy
775,954
+11,707
+2% +$1.22M 0.93% 39
2021
Q1 		$77.7M Buy
764,247
+9,135
+1% +$1.06M 0.9% 39
2020
Q4 		$97.2M Buy
755,112
+634,213
+525% +$72.4M 1.13% 39
2020
Q3 		$12.6M Buy
120,899
+2,356
+2% +$265K 0.17% 58
2020
Q2 		$13.1M Buy
118,543
+6,551
+6% +$629K 0.2% 53
2020
Q1 		$8.88M Buy
111,992
+18,417
+20% +$1.92M 0.17% 59
2019
Q4 		$10.3M Buy
93,575
+1,207
+1% +$135K 0.17% 52
2019
Q3 		$9.73M Buy
92,368
+17,484
+23% +$1.76M 0.17% 51
2019
Q2 		$7.59M Buy
74,884
+2,305
+3% +$235K 0.14% 63
2019
Q1 		$7.05M Buy
72,579
+55,892
+335% +$5M 0.14% 63
2018
Q4 		$1.34M Buy
16,687
+1,334
+9% +$116K 0.03% 118
2018
Q3 		$1.55M Sell
15,353
-167
-1% -$16K 0.03% 129
2018
Q2 		$1.38M Sell
15,520
-3,766
-20% -$333K 0.03% 129
2018
Q1 		$1.56M Buy
19,286
+233
+1% +$18.8K 0.04% 111
2017
Q4 		$1.42M Buy
19,053
+1,128
+6% +$87.1K 0.04% 88
2017
Q3 		$1.4M Buy
17,925
+4,150
+30% +$304K 0.04% 87
2017
Q2 		$946K Buy
13,775
+4,550
+49% +$290K 0.03% 92
2017
Q1 		$520K Sell
9,225
-2,608
-22% -$143K 0.01% 110
2016
Q4 		$584K Buy
11,833
+2,758
+30% +$155K 0.02% 117
2016
Q3 		$544K Buy
9,075
+15
+0.2% +$923 0.02% 106
2016
Q2 		$560K Buy
9,060
+41
+0.5% +$2.36K 0.02% 121
2016
Q1 		$491K Buy
9,019
+980
+12% +$51.2K 0.01% 103
2015
Q4 		$484K Buy
8,039
+262
+3% +$15.2K 0.01% 113
2015
Q3 		$409K Buy
7,777
+347
+5% +$19.2K 0.01% 121
2015
Q2 		$393K Buy
7,430
+191
+3% +$9.84K 0.01% 148
2015
Q1 		$381K Buy
7,239
+48
+0.7% +$2.49K 0.01% 123
2014
Q4 		$364K Buy
7,191
+267
+4% +$13.1K 0.01% 128
2014
Q3 		$307K Buy
+6,924
New +$293K 0.01% 132

Other funds holding GWRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

DF Dent & Co's GWRE Position: Q1 2026 in Review

DF Dent & Co increased its Guidewire Software (GWRE) stake by 37% in Q1 2026, buying an estimated $25.2M and bringing the position to 618,275 shares worth $92.5M. The position accounts for 1.77% of the portfolio, ranked #17.

DF Dent & Co first reported a position in GWRE in Q3 2014 and has held it in 47 quarters since. The position peaked at $224M in Q3 2024. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • DF Dent & Co held 618,275 shares of Guidewire Software worth $92.5M as of Q1 2026.
  • DF Dent & Co bought 165,468 Guidewire Software shares in Q1 2026, an estimated $25.2M.
  • Guidewire Software made up 1.77% of DF Dent & Co's portfolio in Q1 2026, its #17 holding.
  • DF Dent & Co first reported a position in Guidewire Software in Q3 2014 and has held it in 47 quarters since.
  • DF Dent & Co's Guidewire Software position peaked at $224M in Q3 2024.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.