HWCM
GWRE icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Hudson Way Capital Management's GWRE Position: Q1 2026 in Review

Hudson Way Capital Management increased its Guidewire Software (GWRE) stake by 33% in Q1 2026, buying an estimated $15.8M and bringing the position to 415,635 shares worth $62.2M. The position accounts for 5.94% of the portfolio, ranked #8.

Hudson Way Capital Management first reported a position in GWRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $62.7M in Q4 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Hudson Way Capital Management held 415,635 shares of Guidewire Software worth $62.2M as of Q1 2026.
  • Hudson Way Capital Management bought 103,723 Guidewire Software shares in Q1 2026, an estimated $15.8M.
  • Guidewire Software made up 5.94% of Hudson Way Capital Management's portfolio in Q1 2026, its #8 holding.
  • Hudson Way Capital Management first reported a position in Guidewire Software in Q3 2024 and has held it in 7 quarters since.
  • Hudson Way Capital Management's Guidewire Software position peaked at $62.7M in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Hudson Way Capital Management's 13F filing for Q1 2026, filed 15 May 2026.