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Oak Thistle LLC’s Guidewire Software GWRE Stock Holding History

Oak Thistle LLC’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
-9,544
Closed -$1.92M – 542
2025
Q4 		$1.92M Sell
9,544
-5,830
-38% -$1.29M 0.27% 122
2025
Q3 		$3.53M Sell
15,374
-8,127
-35% -$1.85M 0.54% 22
2025
Q2 		$5.53M Buy
+23,501
New +$5.05M 0.81% 4
2024
Q4 		– Sell
-3,053
Closed -$559K – 461
2024
Q3 		$559K Buy
3,053
+538
+21% +$81.7K 0.18% 220
2024
Q2 		$347K Buy
+2,515
New +$303K 0.26% 171
2023
Q4 		– Sell
-10,018
Closed -$902K – 516
2023
Q3 		$902K Buy
+10,018
New +$836K 0.27% 143
2023
Q1 		– Sell
-4,319
Closed -$270K – 403
2022
Q4 		$270K Buy
+4,319
New +$256K 0.58% 84
2022
Q3 		– Sell
-5,934
Closed -$421K – 166
2022
Q2 		$421K Buy
+5,934
New +$485K 0.81% 19

Other funds holding GWRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
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

Oak Thistle LLC's GWRE Position: Q1 2026 in Review

Oak Thistle LLC sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 9,544 shares — an estimated $1.92M sold.

Oak Thistle LLC first reported a position in GWRE in Q2 2022 and held it in 8 quarters. The position peaked at $5.53M in Q2 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Oak Thistle LLC reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 9,544 Guidewire Software shares in Q1 2026, an estimated $1.92M.
  • Oak Thistle LLC first reported a position in Guidewire Software in Q2 2022 and held it in 8 quarters.
  • Oak Thistle LLC's Guidewire Software position peaked at $5.53M in Q2 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.