John Overdeck’s Guidewire Software GWRE Stock Holding History

John Overdeck’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
2022 Q1	–	Sell	-4,600	Closed	-$522K	–	3345
2021 Q4	$522K	Sell	4,600 -4,400	-49%	-$522K	﹤0.01%	3215
2021 Q3	$1.07M	Buy	9,000 +6,000	+200%	+$693K	﹤0.01%	2558
2021 Q2	$338K	Sell	3,000 -1,800	-38%	-$187K	﹤0.01%	3416
2021 Q1	$488K	Buy	4,800 +2,100	+78%	+$244K	﹤0.01%	2950
2020 Q4	$348K	Buy	+2,700	New	+$308K	﹤0.01%	2753
2020 Q3	–	Sell	-3,000	Closed	-$333K	–	3271
2020 Q2	$333K	Sell	3,000 -5,800	-66%	-$557K	﹤0.01%	2305
2020 Q1	$698K	Buy	8,800 +6,300	+252%	+$658K	0.01%	1697
2019 Q4	$274K	Buy	2,500 +400	+19%	+$44.7K	﹤0.01%	3249
2019 Q3	$221K	Buy	+2,100	New	+$212K	﹤0.01%	3129

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

John Overdeck's GWRE Position: Q2 2026 in Review

John Overdeck increased its Guidewire Software (GWRE) stake by 52% in Q2 2026, buying an estimated $5.43M and bringing the position to 118,621 shares worth $14.6M. The position accounts for 0.01% of the portfolio, ranked #1247.

John Overdeck first reported a position in GWRE in Q3 2015 and has held it in 27 quarters since. The position peaked at $84M in Q4 2025. 543 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

John Overdeck held 118,621 shares of Guidewire Software worth $14.6M as of Q2 2026.
John Overdeck bought 40,757 Guidewire Software shares in Q2 2026, an estimated $5.43M.
Guidewire Software made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1247 holding.
John Overdeck first reported a position in Guidewire Software in Q3 2015 and has held it in 27 quarters since.
John Overdeck's Guidewire Software position peaked at $84M in Q4 2025.
543 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.