Montag & Associates’s Guidewire Software GWRE Stock Holding History

Montag & Associates’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	–	Sell	-5	Closed	-$1.09K	–	964
2025 Q4	$1.09K	Sell	5 -18	-78%	-$3.98K	﹤0.01%	915
2025 Q3	$5.24K	Buy	23 +17	+283%	+$3.87K	﹤0.01%	818
2025 Q2	$1.34K	Sell	6 -6	-50%	-$1.29K	﹤0.01%	894
2025 Q1	$2.17K	Sell	12 -7	-37%	-$1.36K	﹤0.01%	887
2024 Q4	$3.19K	Sell	19 -2	-10%	-$374	﹤0.01%	866
2024 Q3	$3.93K	Hold	21	–	–	﹤0.01%	884
2024 Q2	$2.96K	Sell	21 -2	-9%	-$241	﹤0.01%	853
2024 Q1	$2.68K	Buy	+23	New	+$2.63K	﹤0.01%	853

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

Montag & Associates's GWRE Position: Q1 2026 in Review

Montag & Associates sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 5 shares — an estimated $1.09K sold.

Montag & Associates first reported a position in GWRE in Q1 2024 and held it in 8 quarters. The position peaked at $5.24K in Q3 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

Montag & Associates reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
Montag & Associates sold 5 Guidewire Software shares in Q1 2026, an estimated $1.09K.
Montag & Associates first reported a position in Guidewire Software in Q1 2024 and held it in 8 quarters.
Montag & Associates's Guidewire Software position peaked at $5.24K in Q3 2025.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.