Gavilan Investment Partners’s Guidewire Software GWRE Stock Holding History

Gavilan Investment 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	$11.7M	Sell	95,000 -54,500	-36%	-$7.27M	2.85%	15
2026 Q1	$22.4M	Buy	149,500 +34,500	+30%	+$5.25M	6.01%	10
2025 Q4	$23.1M	Hold	115,000	–	–	5.55%	11
2025 Q3	$26.4M	Hold	115,000	–	–	5.91%	10
2025 Q2	$27.1M	Sell	115,000 -22,500	-16%	-$4.83M	6.51%	9
2025 Q1	$25.8M	Sell	137,500 -24,000	-15%	-$4.67M	7.25%	6
2024 Q4	$27.2M	Hold	161,500	–	–	7.55%	6
2024 Q3	$29.5M	Sell	161,500 -97,500	-38%	-$14.8M	8.49%	4
2024 Q2	$35.7M	Hold	259,000	–	–	11.34%	3
2024 Q1	$30.2M	Hold	259,000	–	–	9.84%	3
2023 Q4	$28.2M	Hold	259,000	–	–	10.49%	3
2023 Q3	$23.3M	Buy	259,000 +9,000	+4%	+$751K	10.04%	3
2023 Q2	$19M	Buy	250,000 +30,660	+14%	+$2.35M	8.48%	4
2023 Q1	$18M	Buy	219,340 +98,407	+81%	+$7.15M	9.28%	3
2022 Q4	$7.57M	Buy	+120,933	New	+$7.18M	7.77%	5

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

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

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

Gavilan Investment Partners's GWRE Position: Q2 2026 in Review

Gavilan Investment Partners reduced its Guidewire Software (GWRE) stake by 36% in Q2 2026, selling an estimated $7.27M and leaving 95,000 shares worth $11.7M. The position accounts for 2.85% of the portfolio, ranked #15.

Gavilan Investment Partners first reported a position in GWRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $35.7M in Q2 2024. 543 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Gavilan Investment Partners held 95,000 shares of Guidewire Software worth $11.7M as of Q2 2026.
Gavilan Investment Partners sold 54,500 Guidewire Software shares in Q2 2026, an estimated $7.27M.
Guidewire Software made up 2.85% of Gavilan Investment Partners's portfolio in Q2 2026, its #15 holding.
Gavilan Investment Partners first reported a position in Guidewire Software in Q4 2022 and has held it in 15 quarters since.
Gavilan Investment Partners's Guidewire Software position peaked at $35.7M in Q2 2024.
543 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Gavilan Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.