InceptionR’s Guidewire Software GWRE Stock Holding History

InceptionR’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	$746K	Buy	+6,059	New	+$808K	0.18%	214
2025 Q4	–	Sell	-1,872	Closed	-$430K	–	707
2025 Q3	$430K	Sell	1,872 -5,703	-75%	-$1.3M	0.1%	357
2025 Q2	$1.78M	Buy	7,575 +2,591	+52%	+$557K	0.41%	36
2025 Q1	$934K	Buy	4,984 +695	+16%	+$135K	0.28%	124
2024 Q4	$723K	Buy	+4,289	New	+$801K	0.16%	239
2024 Q1	–	Sell	-5,529	Closed	-$603K	–	640
2023 Q4	$603K	Buy	+5,529	New	+$528K	0.43%	66
2023 Q3	–	Sell	-9,209	Closed	-$701K	–	464
2023 Q2	$701K	Sell	9,209 -15,105	-62%	-$1.16M	0.37%	74
2023 Q1	$1.99M	Buy	+24,314	New	+$1.77M	0.64%	20

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

InceptionR's GWRE Position: Q2 2026 in Review

InceptionR opened a new position in Guidewire Software (GWRE) in Q2 2026: 6,059 shares worth $746K. The stake represents 0.18% of the portfolio and ranks #214 among its holdings. This is a return to the name: InceptionR previously reported a position in GWRE as recently as Q3 2025.

InceptionR first reported a position in GWRE in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.99M in Q1 2023. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

InceptionR held 6,059 shares of Guidewire Software worth $746K as of Q2 2026.
Guidewire Software was a new InceptionR position in Q2 2026.
Guidewire Software made up 0.18% of InceptionR's portfolio in Q2 2026, its #214 holding.
InceptionR first reported a position in Guidewire Software in Q1 2023 and has held it in 8 quarters since.
InceptionR's Guidewire Software position peaked at $1.99M in Q1 2023.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.