KCP
GWRE icon

Kera Capital Partners’s Guidewire Software GWRE Stock Holding History

Kera Capital Partners’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 		$279K Sell
2,270
-1,221
-35% -$163K 0.03% 516
2026
Q1 		$522K Buy
3,491
+1,818
+109% +$277K 0.06% 231
2025
Q4 		$235K Buy
1,673
+312
+23% +$69K 0.03% 483
2025
Q3 		$313K Buy
1,361
+130
+11% +$29.6K 0.05% 282
2025
Q2 		$290K Buy
+1,231
New +$264K 0.06% 208

Other funds holding GWRE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
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

Kera Capital Partners's GWRE Position: Q2 2026 in Review

Kera Capital Partners reduced its Guidewire Software (GWRE) stake by 35% in Q2 2026, selling an estimated $163K and leaving 2,270 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #516.

Kera Capital Partners first reported a position in GWRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $522K in Q1 2026. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Kera Capital Partners held 2,270 shares of Guidewire Software worth $279K as of Q2 2026.
  • Kera Capital Partners sold 1,221 Guidewire Software shares in Q2 2026, an estimated $163K.
  • Guidewire Software made up 0.03% of Kera Capital Partners's portfolio in Q2 2026, its #516 holding.
  • Kera Capital Partners first reported a position in Guidewire Software in Q2 2025 and has held it in 5 quarters since.
  • Kera Capital Partners's Guidewire Software position peaked at $522K in Q1 2026.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.