LP
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LMR Partners’s Guidewire Software GWRE Stock Holding History

LMR 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 		$345K Buy
2,804
+160
+6% +$21.3K ﹤0.01% 1242
2026
Q1 		$395K Sell
2,644
-660
-20% -$100K ﹤0.01% 1105
2025
Q4 		$664K Sell
3,304
-8,490
-72% -$1.88M ﹤0.01% 1069
2025
Q3 		$2.71M Buy
11,794
+2,231
+23% +$507K 0.01% 653
2025
Q2 		$2.25M Buy
+9,563
New +$2.05M 0.02% 617
2024
Q4 		– Sell
-80,800
Closed -$14.8M – 1367
2024
Q3 		$14.8M Sell
80,800
-34,200
-30% -$5.19M 0.12% 147
2024
Q2 		$15.9M Buy
+115,000
New +$13.8M 0.13% 138
2023
Q1 		– Sell
-13,175
Closed -$824K – 1082
2022
Q4 		$824K Buy
+13,175
New +$782K 0.01% 751
2020
Q4 		– Sell
-10,802
Closed -$1.13M – 540
2020
Q3 		$1.13M Buy
10,802
+3,602
+50% +$405K 0.02% 198
2020
Q2 		$798K Sell
7,200
-1,225
-15% -$118K 0.02% 383
2020
Q1 		$700K Buy
+8,425
New +$880K 0.03% 153
2019
Q4 		– Sell
-41,041
Closed -$4.33M – 462
2019
Q3 		$4.33M Buy
41,041
+19,979
+95% +$2.01M 0.21% 72
2019
Q2 		$2.13M Buy
+21,062
New +$2.15M 0.08% 125
2016
Q3 		– Sell
-46,818
Closed -$2.89M – 396
2016
Q2 		$2.89M Buy
+46,818
New +$2.7M 0.45% 59

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

LMR Partners's GWRE Position: Q2 2026 in Review

LMR Partners increased its Guidewire Software (GWRE) stake by 6.1% in Q2 2026, buying an estimated $21.3K and bringing the position to 2,804 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

LMR Partners first reported a position in GWRE in Q2 2016 and has held it in 14 quarters since. The position peaked at $15.9M in Q2 2024. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • LMR Partners held 2,804 shares of Guidewire Software worth $345K as of Q2 2026.
  • LMR Partners bought 160 Guidewire Software shares in Q2 2026, an estimated $21.3K.
  • Guidewire Software made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1242 holding.
  • LMR Partners first reported a position in Guidewire Software in Q2 2016 and has held it in 14 quarters since.
  • LMR Partners's Guidewire Software position peaked at $15.9M in Q2 2024.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

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