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 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

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

Kemnay Advisory Services's GWRE Position: Q1 2026 in Review

Kemnay Advisory Services opened a new position in Guidewire Software (GWRE) in Q1 2026: 162 shares worth $24.2K. The stake represents ﹤0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: Kemnay Advisory Services previously reported a position in GWRE as recently as Q3 2022.

Kemnay Advisory Services first reported a position in GWRE in Q2 2020 and has held it in 11 quarters since. The position peaked at $30.4M in Q2 2020. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

Kemnay Advisory Services held 162 shares of Guidewire Software worth $24.2K as of Q1 2026.
Guidewire Software was a new Kemnay Advisory Services position in Q1 2026.
Guidewire Software made up ﹤0.01% of Kemnay Advisory Services's portfolio in Q1 2026, its #561 holding.
Kemnay Advisory Services first reported a position in Guidewire Software in Q2 2020 and has held it in 11 quarters since.
Kemnay Advisory Services's Guidewire Software position peaked at $30.4M in Q2 2020.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.