Linonia Partnership’s Guidewire Software GWRE Stock Holding History

Linonia Partnership’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	$1.14B	Buy	7,651,130 +2,288,402	+43%	+$348M	21.25%	1
2025 Q4	$1.08B	Buy	5,362,728 +1,050,577	+24%	+$232M	24.39%	1
2025 Q3	$991M	Buy	4,312,151 +915,841	+27%	+$208M	25.95%	1
2025 Q2	$800M	Hold	3,396,310	–	–	26.11%	1
2025 Q1	$636M	Buy	3,396,310 +1,000,709	+42%	+$195M	25.01%	1
2024 Q4	$404M	Hold	2,395,601	–	–	21.25%	1
2024 Q3	$438M	Hold	2,395,601	–	–	26.61%	1
2024 Q2	$330M	Buy	2,395,601 +185,077	+8%	+$22.3M	26.2%	1
2024 Q1	$258M	Buy	2,210,524 +468,366	+27%	+$53.5M	23.44%	1
2023 Q4	$190M	Buy	+1,742,158	New	+$166M	25.07%	1

Other funds holding GWRE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services

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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return