EDRH
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Edmond de Rothschild Holding’s Guidewire Software GWRE Stock Holding History

Edmond de Rothschild Holding’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 		$25.5M Buy
206,923
+77,461
+60% +$10.3M 0.34% 77
2026
Q1 		$19.4M Buy
129,462
+50,217
+63% +$7.64M 0.28% 90
2025
Q4 		$15.9M Buy
79,245
+1,057
+1% +$234K 0.23% 96
2025
Q3 		$18M Sell
78,188
-12,631
-14% -$2.87M 0.28% 85
2025
Q2 		$21.4M Sell
90,819
-26,961
-23% -$5.79M 0.34% 74
2025
Q1 		$22.1M Sell
117,780
-46,630
-28% -$9.06M 0.39% 75
2024
Q4 		$27.7M Sell
164,410
-162,649
-50% -$30.4M 0.47% 54
2024
Q3 		$59.8M Sell
327,059
-207,026
-39% -$31.4M 0.96% 25
2024
Q2 		$73.6M Sell
534,085
-223,237
-29% -$26.9M 1.25% 16
2024
Q1 		$88.4M Sell
757,322
-62,511
-8% -$7.15M 1.48% 14
2023
Q4 		$89.4M Sell
819,833
-97,738
-11% -$9.33M 1.6% 12
2023
Q3 		$82.6M Sell
917,571
-11,590
-1% -$968K 1.66% 12
2023
Q2 		$70.7M Buy
929,161
+260,537
+39% +$19.9M 1.39% 13
2023
Q1 		$54.9M Sell
668,624
-259,265
-28% -$18.9M 1.25% 16
2022
Q4 		$58M Buy
927,889
+688,264
+287% +$40.9M 1.35% 12
2022
Q3 		$14.8M Buy
239,625
+181,694
+314% +$13.1M 0.39% 78
2022
Q2 		$4.11M Buy
57,931
+11,607
+25% +$949K 0.1% 174
2022
Q1 		$4.38M Buy
46,324
+26,954
+139% +$2.58M 0.1% 179
2021
Q4 		$2.2M Buy
+19,370
New +$2.3M 0.05% 279

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

Edmond de Rothschild Holding's GWRE Position: Q2 2026 in Review

Edmond de Rothschild Holding increased its Guidewire Software (GWRE) stake by 60% in Q2 2026, buying an estimated $10.3M and bringing the position to 206,923 shares worth $25.5M. The position accounts for 0.34% of the portfolio, ranked #77.

Edmond de Rothschild Holding first reported a position in GWRE in Q4 2021 and has held it in 19 quarters since. The position peaked at $89.4M in Q4 2023. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Edmond de Rothschild Holding held 206,923 shares of Guidewire Software worth $25.5M as of Q2 2026.
  • Edmond de Rothschild Holding bought 77,461 Guidewire Software shares in Q2 2026, an estimated $10.3M.
  • Guidewire Software made up 0.34% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #77 holding.
  • Edmond de Rothschild Holding first reported a position in Guidewire Software in Q4 2021 and has held it in 19 quarters since.
  • Edmond de Rothschild Holding's Guidewire Software position peaked at $89.4M in Q4 2023.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.