Michael Gelband’s Guidewire Software GWRE Stock Holding History

Michael Gelband’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	$1.51M	Buy	+12,239	New	+$1.63M	0.01%	940
2025 Q4	–	Sell	-4,254	Closed	-$978K	–	1740
2025 Q3	$978K	Buy	+4,254	New	+$967K	0.01%	968
2025 Q2	–	Sell	-19,984	Closed	-$3.74M	–	1659
2025 Q1	$3.74M	Sell	19,984 -3,382	-14%	-$657K	0.04%	507
2024 Q4	$3.94M	Sell	23,366 -14,563	-38%	-$2.72M	0.03%	508
2024 Q3	$6.94M	Buy	+37,929	New	+$5.76M	0.04%	309
2024 Q1	–	Sell	-35,412	Closed	-$3.86M	–	1670
2023 Q4	$3.86M	Buy	+35,412	New	+$3.38M	0.03%	398
2023 Q3	–	Sell	-19,861	Closed	-$1.51M	–	1867
2023 Q2	$1.51M	Buy	+19,861	New	+$1.52M	0.01%	923
2023 Q1	–	Sell	-17,430	Closed	-$1.09M	–	1900
2022 Q4	$1.09M	Sell	17,430 -33,076	-65%	-$1.96M	0.02%	902
2022 Q3	$3.11M	Buy	50,506 +27,465	+119%	+$1.98M	0.04%	578
2022 Q2	$1.64M	Buy	+23,041	New	+$1.88M	0.02%	871
2021 Q4	–	Sell	-13,017	Closed	-$1.55M	–	2340
2021 Q3	$1.55M	Buy	+13,017	New	+$1.5M	0.02%	837
2021 Q1	–	Sell	-6,577	Closed	-$847K	–	2299
2020 Q4	$847K	Buy	+6,577	New	+$751K	0.01%	944
2019 Q2	–	Sell	-6,519	Closed	-$633K	–	1198
2019 Q1	$633K	Buy	+6,519	New	+$583K	0.05%	273

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 $3.37T AUM 44.26% 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

Michael Gelband's GWRE Position: Q2 2026 in Review

Michael Gelband opened a new position in Guidewire Software (GWRE) in Q2 2026: 12,239 shares worth $1.51M. The stake represents 0.01% of the portfolio and ranks #940 among its holdings. This is a return to the name: Michael Gelband previously reported a position in GWRE as recently as Q3 2025.

Michael Gelband first reported a position in GWRE in Q1 2019 and has held it in 13 quarters since. The position peaked at $6.94M in Q3 2024. 543 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Michael Gelband held 12,239 shares of Guidewire Software worth $1.51M as of Q2 2026.
Guidewire Software was a new Michael Gelband position in Q2 2026.
Guidewire Software made up 0.01% of Michael Gelband's portfolio in Q2 2026, its #940 holding.
Michael Gelband first reported a position in Guidewire Software in Q1 2019 and has held it in 13 quarters since.
Michael Gelband's Guidewire Software position peaked at $6.94M in Q3 2024.
543 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

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