NorthCrest Asset Manangement’s Guidewire Software GWRE Stock Holding History

NorthCrest Asset Manangement’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	-1,391	Closed	-$259K	–	814
2025 Q4	$259K	Sell	1,391 -660	-32%	-$146K	0.01%	720
2025 Q3	$466K	Buy	2,051 +540	+36%	+$123K	0.01%	517
2025 Q2	$348K	Buy	1,511 +80	+6%	+$17.2K	0.01%	483
2025 Q1	$268K	Buy	1,431 +183	+15%	+$35.6K	0.01%	544
2024 Q4	$210K	Buy	+1,248	New	+$233K	0.01%	540
2022 Q1	–	Sell	-2,191	Closed	-$249K	–	428
2021 Q4	$249K	Buy	+2,191	New	+$260K	0.01%	382

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

NorthCrest Asset Manangement's GWRE Position: Q1 2026 in Review

NorthCrest Asset Manangement sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 1,391 shares — an estimated $259K sold.

NorthCrest Asset Manangement first reported a position in GWRE in Q4 2021 and held it in 6 quarters. The position peaked at $466K in Q3 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

NorthCrest Asset Manangement reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
NorthCrest Asset Manangement sold 1,391 Guidewire Software shares in Q1 2026, an estimated $259K.
NorthCrest Asset Manangement first reported a position in Guidewire Software in Q4 2021 and held it in 6 quarters.
NorthCrest Asset Manangement's Guidewire Software position peaked at $466K in Q3 2025.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q1 2026, filed 8 Apr 2026.