Kemnay Advisory Services’s Guidewire Software GWRE Stock Holding History

Kemnay Advisory Services’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	$8.2M	Buy	66,672 +66,510	+41,056%	+$8.87M	1.04%	18
2026 Q1	$24.2K	Buy	+162	New	+$24.7K	﹤0.01%	561
2022 Q4	–	Sell	-56,234	Closed	-$3.46M	–	28
2022 Q3	$3.46M	Sell	56,234 -84,222	-60%	-$6.09M	1.11%	23
2022 Q2	$9.97M	Hold	140,456	–	–	2.42%	21
2022 Q1	$13.3M	Sell	140,456 -38,222	-21%	-$3.65M	2.37%	22
2021 Q4	$20.3M	Hold	178,678	–	–	2.85%	19
2021 Q3	$21.2M	Hold	178,678	–	–	2.79%	15
2021 Q2	$20.1M	Hold	178,678	–	–	2.39%	17
2021 Q1	$18.2M	Hold	178,678	–	–	2.53%	17
2020 Q4	$23M	Sell	178,678 -62,798	-26%	-$7.17M	2.92%	14
2020 Q3	$25.2M	Sell	241,476 -33,177	-12%	-$3.73M	3.49%	12
2020 Q2	$30.4M	Buy	+274,653	New	+$26.4M	4.5%	6

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

Kemnay Advisory Services's GWRE Position: Q2 2026 in Review

Kemnay Advisory Services increased its Guidewire Software (GWRE) stake by 41,056% in Q2 2026, buying an estimated $8.87M and bringing the position to 66,672 shares worth $8.2M. The position accounts for 1.04% of the portfolio, ranked #18.

Kemnay Advisory Services first reported a position in GWRE in Q2 2020 and has held it in 12 quarters since. The position peaked at $30.4M in Q2 2020. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Kemnay Advisory Services held 66,672 shares of Guidewire Software worth $8.2M as of Q2 2026.
Kemnay Advisory Services bought 66,510 Guidewire Software shares in Q2 2026, an estimated $8.87M.
Guidewire Software made up 1.04% of Kemnay Advisory Services's portfolio in Q2 2026, its #18 holding.
Kemnay Advisory Services first reported a position in Guidewire Software in Q2 2020 and has held it in 12 quarters since.
Kemnay Advisory Services's Guidewire Software position peaked at $30.4M in Q2 2020.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.