MAI Capital Management’s Guidewire Software GWRE Stock Holding History

MAI 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	–	Sell	-593	Closed	-$88.7K	–	3184
2026 Q1	$88.7K	Buy	593 +248	+72%	+$37.7K	﹤0.01%	1906
2025 Q4	$69.3K	Buy	345 +3	+0.9%	+$664	﹤0.01%	1832
2025 Q3	$78.6K	Sell	342 -257	-43%	-$58.5K	﹤0.01%	1686
2025 Q2	$141K	Buy	599 +391	+188%	+$84K	﹤0.01%	1331
2025 Q1	$39K	Buy	208 +6	+3%	+$1.17K	﹤0.01%	1871
2024 Q4	$34.1K	Buy	+202	New	+$37.7K	﹤0.01%	1959

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

MAI Capital Management's GWRE Position: Q2 2026 in Review

MAI Capital Management sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 593 shares — an estimated $88.7K sold.

MAI Capital Management first reported a position in GWRE in Q4 2024 and held it in 6 quarters. The position peaked at $141K in Q2 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

MAI Capital Management reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 593 Guidewire Software shares in Q2 2026, an estimated $88.7K.
MAI Capital Management first reported a position in Guidewire Software in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Guidewire Software position peaked at $141K in Q2 2025.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.