Oakcliff Capital Partners’s Guidewire Software GWRE Stock Holding History

Oakcliff Capital Partners’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	$19.5M	Buy	158,683 +14,500	+10%	+$1.93M	7.27%	5
2026 Q1	$21.6M	Buy	144,183 +61,000	+73%	+$9.28M	9.51%	5
2025 Q4	$16.7M	Buy	83,183 +17,500	+27%	+$3.87M	7.17%	5
2025 Q3	$15.1M	Hold	65,683	–	–	6.52%	6
2025 Q2	$15.5M	Hold	65,683	–	–	7.73%	5
2025 Q1	$12.3M	Hold	65,683	–	–	6.48%	8
2024 Q4	$11.1M	Sell	65,683 -58,752	-47%	-$11M	5.66%	8
2024 Q3	$22.8M	Hold	124,435	–	–	11.45%	4
2024 Q2	$17.2M	Hold	124,435	–	–	9.18%	5
2024 Q1	$14.5M	Sell	124,435 -25,000	-17%	-$2.86M	8.7%	5
2023 Q4	$16.3M	Sell	149,435 -14,000	-9%	-$1.34M	10.26%	5
2023 Q3	$14.7M	Sell	163,435 -2,000	-1%	-$167K	10.1%	6
2023 Q2	$12.6M	Sell	165,435 -34,000	-17%	-$2.6M	8.38%	7
2023 Q1	$16.4M	Hold	199,435	–	–	11.4%	5
2022 Q4	$12.5M	Hold	199,435	–	–	9.31%	6
2022 Q3	$12.3M	Hold	199,435	–	–	10.32%	4
2022 Q2	$14.2M	Buy	199,435 +13,000	+7%	+$1.06M	10.44%	5
2022 Q1	$17.6M	Buy	186,435 +42,000	+29%	+$4.01M	9.15%	6
2021 Q4	$16.4M	Buy	144,435 +10	+0%	+$1.19K	7.49%	7
2021 Q3	$17.2M	Hold	144,425	–	–	7.6%	6
2021 Q2	$16.3M	Hold	144,425	–	–	7.01%	7
2021 Q1	$14.7M	Buy	144,425 +48,400	+50%	+$5.63M	6.96%	8
2020 Q4	$12.4M	Buy	+96,025	New	+$11M	4.91%	9

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

Oakcliff Capital Partners's GWRE Position: Q2 2026 in Review

Oakcliff Capital Partners increased its Guidewire Software (GWRE) stake by 10% in Q2 2026, buying an estimated $1.93M and bringing the position to 158,683 shares worth $19.5M. The position accounts for 7.27% of the portfolio, ranked #5.

Oakcliff Capital Partners first reported a position in GWRE in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.8M in Q3 2024. 543 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Oakcliff Capital Partners held 158,683 shares of Guidewire Software worth $19.5M as of Q2 2026.
Oakcliff Capital Partners bought 14,500 Guidewire Software shares in Q2 2026, an estimated $1.93M.
Guidewire Software made up 7.27% of Oakcliff Capital Partners's portfolio in Q2 2026, its #5 holding.
Oakcliff Capital Partners first reported a position in Guidewire Software in Q4 2020 and has held it in 23 quarters since.
Oakcliff Capital Partners's Guidewire Software position peaked at $22.8M in Q3 2024.
543 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Oakcliff Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.