L.J. Altfest & Co’s Guidewire Software GWRE Stock Holding History

L.J. Altfest & Co’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	$355K	Sell	2,887 -2,420	-46%	-$323K	0.03%	249
2026 Q1	$794K	Buy	+5,307	New	+$808K	0.08%	168
2025 Q3	–	Sell	-1,478	Closed	-$348K	–	351
2025 Q2	$348K	Sell	1,478 -1,670	-53%	-$359K	0.04%	267
2025 Q1	$590K	Sell	3,148 -1,335	-30%	-$259K	0.07%	186
2024 Q4	$756K	Sell	4,483 -1,655	-27%	-$309K	0.1%	150
2024 Q3	$1.12M	Buy	6,138 +1,115	+22%	+$169K	0.15%	116
2024 Q2	$693K	Buy	5,023 +1,480	+42%	+$178K	0.09%	149
2024 Q1	$414K	Sell	3,543 -129	-4%	-$14.7K	0.06%	211
2023 Q4	$400K	Sell	3,672 -1,887	-34%	-$180K	0.06%	213
2023 Q3	$500K	Buy	5,559 +33	+0.6%	+$2.75K	0.08%	180
2023 Q2	$420K	Sell	5,526 -80	-1%	-$6.12K	0.06%	201
2023 Q1	$460K	Buy	+5,606	New	+$408K	0.07%	178

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

L.J. Altfest & Co's GWRE Position: Q2 2026 in Review

L.J. Altfest & Co reduced its Guidewire Software (GWRE) stake by 46% in Q2 2026, selling an estimated $323K and leaving 2,887 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #249.

L.J. Altfest & Co first reported a position in GWRE in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q3 2024. 548 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

L.J. Altfest & Co held 2,887 shares of Guidewire Software worth $355K as of Q2 2026.
L.J. Altfest & Co sold 2,420 Guidewire Software shares in Q2 2026, an estimated $323K.
Guidewire Software made up 0.03% of L.J. Altfest & Co's portfolio in Q2 2026, its #249 holding.
L.J. Altfest & Co first reported a position in Guidewire Software in Q1 2023 and has held it in 12 quarters since.
L.J. Altfest & Co's Guidewire Software position peaked at $1.12M in Q3 2024.
548 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.