National Philanthropic Trust’s Guidewire Software GWRE Stock Holding History

National Philanthropic Trust’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	-1,528	Closed	-$229K	–	421
2026 Q1	$229K	Buy	+1,528	New	+$233K	﹤0.01%	338
2025 Q4	–	Sell	-987	Closed	-$227K	–	396
2025 Q3	$227K	Hold	987	–	–	﹤0.01%	299
2025 Q2	$232K	Sell	987 -400	-29%	-$85.9K	﹤0.01%	265
2025 Q1	$260K	Sell	1,387 -260	-16%	-$50.5K	﹤0.01%	235
2024 Q4	$278K	Sell	1,647 -746	-31%	-$139K	﹤0.01%	236
2024 Q3	$438K	Hold	2,393	–	–	0.01%	203
2024 Q2	$330K	Hold	2,393	–	–	0.01%	220
2024 Q1	$279K	Hold	2,393	–	–	0.01%	230
2023 Q4	$261K	Buy	+2,393	New	+$228K	0.01%	263

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

National Philanthropic Trust's GWRE Position: Q2 2026 in Review

National Philanthropic Trust sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 1,528 shares — an estimated $229K sold.

National Philanthropic Trust first reported a position in GWRE in Q4 2023 and held it in 9 quarters. The position peaked at $438K in Q3 2024. 516 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

National Philanthropic Trust reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
National Philanthropic Trust sold 1,528 Guidewire Software shares in Q2 2026, an estimated $229K.
National Philanthropic Trust first reported a position in Guidewire Software in Q4 2023 and held it in 9 quarters.
National Philanthropic Trust's Guidewire Software position peaked at $438K in Q3 2024.
516 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.