Holocene Advisors’s Guidewire Software GWRE Stock Holding History

Holocene Advisors’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	$6.35M	Buy	51,612 +47,642	+1,200%	+$6.35M	0.01%	374
2026 Q1	$594K	Buy	+3,970	New	+$604K	﹤0.01%	718
2023 Q4	–	Sell	-13,019	Closed	-$1.17M	–	757
2023 Q3	$1.17M	Buy	+13,019	New	+$1.09M	0.01%	621
2023 Q2	–	Sell	-27,833	Closed	-$2.28M	–	772
2023 Q1	$2.28M	Sell	27,833 -42,439	-60%	-$3.09M	0.01%	438
2022 Q4	$4.4M	Buy	70,272 +18,748	+36%	+$1.11M	0.03%	304
2022 Q3	$3.17M	Buy	51,524 +33,018	+178%	+$2.39M	0.02%	329
2022 Q2	$1.31M	Buy	+18,506	New	+$1.51M	0.01%	629
2021 Q3	–	Sell	-66,869	Closed	-$7.54M	–	876
2021 Q2	$7.54M	Sell	66,869 -2,723	-4%	-$283K	0.04%	248
2021 Q1	$7.07M	Buy	69,592 +57,912	+496%	+$6.73M	0.04%	301
2020 Q4	$1.5M	Buy	+11,680	New	+$1.33M	0.01%	471
2020 Q1	–	Sell	-23,469	Closed	-$2.58M	–	731
2019 Q4	$2.58M	Buy	23,469 +8,236	+54%	+$921K	0.02%	332
2019 Q3	$1.6M	Buy	15,233 +12,588	+476%	+$1.27M	0.02%	365
2019 Q2	$268K	Buy	+2,645	New	+$270K	﹤0.01%	589
2018 Q2	–	Sell	-4,182	Closed	-$338K	–	628
2018 Q1	$338K	Buy	+4,182	New	+$337K	0.01%	374

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

Holocene Advisors's GWRE Position: Q2 2026 in Review

Holocene Advisors increased its Guidewire Software (GWRE) stake by 1,200% in Q2 2026, buying an estimated $6.35M and bringing the position to 51,612 shares worth $6.35M. The position accounts for 0.01% of the portfolio, ranked #374.

Holocene Advisors first reported a position in GWRE in Q1 2018 and has held it in 14 quarters since. The position peaked at $7.54M in Q2 2021. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Holocene Advisors held 51,612 shares of Guidewire Software worth $6.35M as of Q2 2026.
Holocene Advisors bought 47,642 Guidewire Software shares in Q2 2026, an estimated $6.35M.
Guidewire Software made up 0.01% of Holocene Advisors's portfolio in Q2 2026, its #374 holding.
Holocene Advisors first reported a position in Guidewire Software in Q1 2018 and has held it in 14 quarters since.
Holocene Advisors's Guidewire Software position peaked at $7.54M in Q2 2021.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.