Hudson Way Capital Management’s Guidewire Software GWRE Stock Holding History

Hudson Way Capital Management’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	$41.1M	Sell	333,982 -81,653	-20%	-$10.9M	3.66%	14
2026 Q1	$62.2M	Buy	415,635 +103,723	+33%	+$15.8M	5.94%	8
2025 Q4	$62.7M	Buy	311,912 +58,926	+23%	+$13M	4.98%	10
2025 Q3	$58.2M	Buy	252,986 +17,111	+7%	+$3.89M	4.93%	9
2025 Q2	$55.5M	Sell	235,875 -74,289	-24%	-$16M	5.02%	10
2025 Q1	$58.1M	Sell	310,164 -14,890	-5%	-$2.89M	5.76%	9
2024 Q4	$54.8M	Buy	325,054 +114,278	+54%	+$21.3M	6.19%	7
2024 Q3	$38.6M	Buy	+210,776	New	+$32M	4.84%	11

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

Hudson Way Capital Management's GWRE Position: Q2 2026 in Review

Hudson Way Capital Management reduced its Guidewire Software (GWRE) stake by 20% in Q2 2026, selling an estimated $10.9M and leaving 333,982 shares worth $41.1M. The position accounts for 3.66% of the portfolio, ranked #14.

Hudson Way Capital Management first reported a position in GWRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $62.7M in Q4 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Hudson Way Capital Management held 333,982 shares of Guidewire Software worth $41.1M as of Q2 2026.
Hudson Way Capital Management sold 81,653 Guidewire Software shares in Q2 2026, an estimated $10.9M.
Guidewire Software made up 3.66% of Hudson Way Capital Management's portfolio in Q2 2026, its #14 holding.
Hudson Way Capital Management first reported a position in Guidewire Software in Q3 2024 and has held it in 8 quarters since.
Hudson Way Capital Management's Guidewire Software position peaked at $62.7M in Q4 2025.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Hudson Way Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.