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Dmitry Balyasny’s Guidewire Software GWRE Stock Holding History

Dmitry Balyasny’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
2025
Q4 		– Sell
-1,000
Closed -$230K – 3274
2025
Q3 		$230K Buy
+1,000
New +$227K ﹤0.01% 2679
2024
Q4 		– Sell
-7,400
Closed -$1.35M – 2947
2024
Q3 		$1.35M Buy
+7,400
New +$1.12M ﹤0.01% 1842
2015
Q4 		– Sell
-40,000
Closed -$2.1M – 1314
2015
Q3 		$2.1M Buy
+40,000
New +$2.21M 0.02% 659

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

Dmitry Balyasny's GWRE Position: Q2 2026 in Review

Dmitry Balyasny increased its Guidewire Software (GWRE) stake by 213% in Q2 2026, buying an estimated $33.8M and bringing the position to 372,149 shares worth $45.8M. The position accounts for 0.06% of the portfolio, ranked #392.

Dmitry Balyasny first reported a position in GWRE in Q4 2015 and has held it in 31 quarters since. The position peaked at $61.9M in Q4 2024. 543 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Dmitry Balyasny held 372,149 shares of Guidewire Software worth $45.8M as of Q2 2026.
  • Dmitry Balyasny bought 253,224 Guidewire Software shares in Q2 2026, an estimated $33.8M.
  • Guidewire Software made up 0.06% of Dmitry Balyasny's portfolio in Q2 2026, its #392 holding.
  • Dmitry Balyasny first reported a position in Guidewire Software in Q4 2015 and has held it in 31 quarters since.
  • Dmitry Balyasny's Guidewire Software position peaked at $61.9M in Q4 2024.
  • 543 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.