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Makena Capital Management’s Guidewire Software GWRE Stock Holding History

Makena 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 		$34.8M Buy
282,984
+82,341
+41% +$11M 3.66% 5
2026
Q1 		$30M Buy
200,643
+61,328
+44% +$9.33M 3.46% 5
2025
Q4 		$28M Buy
139,315
+1,472
+1% +$326K 3.36% 8
2025
Q3 		$31.7M Buy
137,843
+18,318
+15% +$4.17M 3.27% 9
2025
Q2 		$28.1M Sell
119,525
-8,763
-7% -$1.88M 2.82% 9
2025
Q1 		$24M Buy
128,288
+48,433
+61% +$9.41M 2.48% 10
2024
Q4 		$13.5M Sell
79,855
-10,112
-11% -$1.89M 2.18% 12
2024
Q3 		$16.5M Buy
89,967
+34,422
+62% +$5.23M 3.95% 3
2024
Q2 		$7.66M Buy
+55,545
New +$6.68M 1.77% 34

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 $3.38T AUM 44.17% 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

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

Makena Capital Management increased its Guidewire Software (GWRE) stake by 41% in Q2 2026, buying an estimated $11M and bringing the position to 282,984 shares worth $34.8M. The position accounts for 3.66% of the portfolio, ranked #5.

Makena Capital Management first reported a position in GWRE in Q2 2024 and has held it in 9 quarters since. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Makena Capital Management held 282,984 shares of Guidewire Software worth $34.8M as of Q2 2026.
  • Makena Capital Management bought 82,341 Guidewire Software shares in Q2 2026, an estimated $11M.
  • Guidewire Software made up 3.66% of Makena Capital Management's portfolio in Q2 2026, its #5 holding.
  • Makena Capital Management first reported a position in Guidewire Software in Q2 2024 and has held it in 9 quarters since.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Makena Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.