Los Angeles Capital Management’s Guidewire Software GWRE Stock Holding History

Los Angeles Capital Management’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	$902K	Sell	7,330 -5,301	-42%	-$707K	﹤0.01%	767
2026 Q1	$1.89M	Sell	12,631 -115,816	-90%	-$17.6M	0.01%	518
2025 Q4	$30.4M	Buy	128,447 +7,459	+6%	+$1.65M	0.1%	143
2025 Q3	$27.8M	Buy	120,988 +68,831	+132%	+$15.7M	0.09%	160
2025 Q2	$12.3M	Buy	+52,157	New	+$11.2M	0.05%	220
2024 Q2	–	Sell	-39,344	Closed	-$4.59M	–	1216
2024 Q1	$4.59M	Sell	39,344 -15,300	-28%	-$1.75M	0.02%	354
2023 Q4	$5.96M	Hold	54,644	–	–	0.02%	316
2023 Q3	$4.92M	Sell	54,644 -19,880	-27%	-$1.66M	0.02%	315
2023 Q2	$5.67M	Buy	74,524 +27,741	+59%	+$2.12M	0.02%	321
2023 Q1	$3.84M	Buy	+46,783	New	+$3.4M	0.02%	384
2021 Q2	–	Sell	-5,058	Closed	-$514K	–	1592
2021 Q1	$514K	Sell	5,058 -6,302	-55%	-$733K	﹤0.01%	1207
2020 Q4	$1.46M	Buy	+11,360	New	+$1.3M	0.01%	777
2019 Q2	–	Sell	-2,680	Closed	-$260K	–	1374
2019 Q1	$260K	Buy	+2,680	New	+$240K	﹤0.01%	1237

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 $3.38T AUM 44.17% 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

Los Angeles Capital Management's GWRE Position: Q2 2026 in Review

Los Angeles Capital Management reduced its Guidewire Software (GWRE) stake by 42% in Q2 2026, selling an estimated $707K and leaving 7,330 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Los Angeles Capital Management first reported a position in GWRE in Q1 2019 and has held it in 13 quarters since. The position peaked at $30.4M in Q4 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Los Angeles Capital Management held 7,330 shares of Guidewire Software worth $902K as of Q2 2026.
Los Angeles Capital Management sold 5,301 Guidewire Software shares in Q2 2026, an estimated $707K.
Guidewire Software made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q2 2026, its #767 holding.
Los Angeles Capital Management first reported a position in Guidewire Software in Q1 2019 and has held it in 13 quarters since.
Los Angeles Capital Management's Guidewire Software position peaked at $30.4M in Q4 2025.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Los Angeles Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.