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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
Q2 		$853M Sell
6,933,483
-717,647
-9% -$95.7M 15.24% 2
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

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Linonia Partnership's GWRE Position: Q2 2026 in Review

Linonia Partnership reduced its Guidewire Software (GWRE) stake by 9.4% in Q2 2026, selling an estimated $95.7M and leaving 6,933,483 shares worth $853M. The position accounts for 15.24% of the portfolio, ranked #2.

Linonia Partnership first reported a position in GWRE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14B in Q1 2026. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Linonia Partnership held 6,933,483 shares of Guidewire Software worth $853M as of Q2 2026.
  • Linonia Partnership sold 717,647 Guidewire Software shares in Q2 2026, an estimated $95.7M.
  • Guidewire Software made up 15.24% of Linonia Partnership's portfolio in Q2 2026, its #2 holding.
  • Linonia Partnership first reported a position in Guidewire Software in Q4 2023 and has held it in 11 quarters since.
  • Linonia Partnership's Guidewire Software position peaked at $1.14B in Q1 2026.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Linonia Partnership's 13F filing for Q2 2026, filed 14 Aug 2026.