Israel Englander’s Guidewire Software GWRE Stock Holding History

Israel Englander’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
2025 Q4	–	Sell	-10,400	Closed	-$2.39M	–	6187
2025 Q3	$2.39M	Sell	10,400 -22,100	-68%	-$5.03M	﹤0.01%	3871
2025 Q2	$7.65M	Sell	32,500 -13,400	-29%	-$2.88M	﹤0.01%	2548
2025 Q1	$8.6M	Buy	+45,900	New	+$8.92M	﹤0.01%	2341
2023 Q1	–	Sell	-23,400	Closed	-$1.46M	–	6557
2022 Q4	$1.46M	Buy	23,400 +3,400	+17%	+$202K	﹤0.01%	3824
2022 Q3	$1.23M	Buy	+20,000	New	+$1.45M	﹤0.01%	4156
2021 Q1	–	Sell	-120,000	Closed	-$15.4M	–	6151
2020 Q4	$15.4M	Buy	+120,000	New	+$13.7M	0.01%	1289
2015 Q1	–	Sell	-17,500	Closed	-$886K	–	3781
2014 Q4	$886K	Sell	17,500 -42,100	-71%	-$2.07M	﹤0.01%	2569
2014 Q3	$2.64M	Buy	59,600 +36,700	+160%	+$1.55M	0.01%	1687
2014 Q2	$931K	Buy	22,900 +14,200	+163%	+$563K	﹤0.01%	2244
2014 Q1	$427K	Buy	+8,700	New	+$436K	﹤0.01%	2716
2013 Q4	–	Sell	-12,000	Closed	-$565K	–	3567
2013 Q3	$565K	Buy	+12,000	New	+$540K	﹤0.01%	2462

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

Israel Englander's GWRE Position: Q2 2026 in Review

Israel Englander reduced its Guidewire Software (GWRE) stake by 78% in Q2 2026, selling an estimated $21.3M and leaving 46,163 shares worth $5.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2872.

Israel Englander first reported a position in GWRE in Q2 2013 and has held it in 44 quarters since. The position peaked at $133M in Q2 2025. 543 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Israel Englander held 46,163 shares of Guidewire Software worth $5.68M as of Q2 2026.
Israel Englander sold 159,710 Guidewire Software shares in Q2 2026, an estimated $21.3M.
Guidewire Software made up ﹤0.01% of Israel Englander's portfolio in Q2 2026, its #2872 holding.
Israel Englander first reported a position in Guidewire Software in Q2 2013 and has held it in 44 quarters since.
Israel Englander's Guidewire Software position peaked at $133M in Q2 2025.
543 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

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