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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DCP

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

M.D. Sass LLC's GWRE Position: Q1 2026 in Review

M.D. Sass LLC increased its Guidewire Software (GWRE) stake by 72% in Q1 2026, buying an estimated $3.5M and bringing the position to 55,208 shares worth $8.26M. The position accounts for 0.63% of the portfolio, ranked #24.

M.D. Sass LLC first reported a position in GWRE in Q2 2025 and has held it in 4 quarters since. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

M.D. Sass LLC held 55,208 shares of Guidewire Software worth $8.26M as of Q1 2026.
M.D. Sass LLC bought 23,022 Guidewire Software shares in Q1 2026, an estimated $3.5M.
Guidewire Software made up 0.63% of M.D. Sass LLC's portfolio in Q1 2026, its #24 holding.
M.D. Sass LLC first reported a position in Guidewire Software in Q2 2025 and has held it in 4 quarters since.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on M.D. Sass LLC's 13F filing for Q1 2026, filed 14 May 2026.