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M.D. Sass LLC’s Guidewire Software GWRE Stock Holding History

M.D. Sass LLC’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 		$6.79M Hold
55,208
– – 0.44% 30
2026
Q1 		$8.26M Buy
55,208
+23,022
+72% +$3.5M 0.63% 24
2025
Q4 		$6.47M Buy
32,186
+13,531
+73% +$2.99M 0.51% 25
2025
Q3 		$4.29M Buy
18,655
+6,302
+51% +$1.43M 0.35% 32
2025
Q2 		$2.91M Buy
+12,353
New +$2.65M 0.23% 32

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

M.D. Sass LLC's GWRE Position: Q2 2026 in Review

M.D. Sass LLC held its Guidewire Software (GWRE) position steady in Q2 2026 at 55,208 shares worth $6.79M. The position accounts for 0.44% of the portfolio, ranked #30.

M.D. Sass LLC first reported a position in GWRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.26M in Q1 2026. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • M.D. Sass LLC held 55,208 shares of Guidewire Software worth $6.79M as of Q2 2026.
  • M.D. Sass LLC left its Guidewire Software share count unchanged in Q2 2026.
  • Guidewire Software made up 0.44% of M.D. Sass LLC's portfolio in Q2 2026, its #30 holding.
  • M.D. Sass LLC first reported a position in Guidewire Software in Q2 2025 and has held it in 5 quarters since.
  • M.D. Sass LLC's Guidewire Software position peaked at $8.26M in Q1 2026.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on M.D. Sass LLC's 13F filing for Q2 2026, filed 7 Aug 2026.