Jacobs Levy Equity Management’s Guidewire Software GWRE Stock Holding History

Jacobs Levy Equity 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	$482K	Buy	+3,225	New	+$491K	﹤0.01%	836
2025 Q4	–	Sell	-1,086	Closed	-$250K	–	981
2025 Q3	$250K	Sell	1,086 -13,587	-93%	-$3.09M	﹤0.01%	898
2025 Q2	$3.45M	Sell	14,673 -70,079	-83%	-$15.1M	0.01%	525
2025 Q1	$15.9M	Sell	84,752 -778,338	-90%	-$151M	0.06%	261
2024 Q4	$145M	Buy	863,090 +98,690	+13%	+$18.4M	0.51%	48
2024 Q3	$140M	Buy	764,400 +53,967	+8%	+$8.2M	0.54%	42
2024 Q2	$98M	Buy	710,433 +80,098	+13%	+$9.64M	0.41%	59
2024 Q1	$73.6M	Buy	630,335 +8,995	+1%	+$1.03M	0.33%	77
2023 Q4	$67.8M	Buy	621,340 +308,189	+98%	+$29.4M	0.34%	67
2023 Q3	$28.2M	Buy	313,151 +270,169	+629%	+$22.6M	0.17%	138
2023 Q2	$3.27M	Buy	+42,982	New	+$3.29M	0.02%	483
2017 Q1	–	Sell	-19,450	Closed	-$959K	–	948
2016 Q4	$959K	Buy	+19,450	New	+$1.09M	0.02%	564

Other funds holding GWRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jacobs Levy Equity Management's GWRE Position: Q1 2026 in Review

Jacobs Levy Equity Management opened a new position in Guidewire Software (GWRE) in Q1 2026: 3,225 shares worth $482K. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings. This is a return to the name: Jacobs Levy Equity Management previously reported a position in GWRE as recently as Q3 2025.

Jacobs Levy Equity Management first reported a position in GWRE in Q4 2016 and has held it in 12 quarters since. The position peaked at $145M in Q4 2024. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

Jacobs Levy Equity Management held 3,225 shares of Guidewire Software worth $482K as of Q1 2026.
Guidewire Software was a new Jacobs Levy Equity Management position in Q1 2026.
Guidewire Software made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #836 holding.
Jacobs Levy Equity Management first reported a position in Guidewire Software in Q4 2016 and has held it in 12 quarters since.
Jacobs Levy Equity Management's Guidewire Software position peaked at $145M in Q4 2024.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.