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O'Shaughnessy Asset Management’s Guidewire Software GWRE Stock Holding History

O'Shaughnessy Asset Management’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 		$444K Sell
3,608
-2,595
-42% -$346K ﹤0.01% 1653
2026
Q1 		$928K Sell
6,203
-5,359
-46% -$815K ﹤0.01% 1220
2025
Q4 		$2.32M Buy
11,562
+62
+0.5% +$13.7K 0.01% 777
2025
Q3 		$2.64M Buy
11,500
+1,046
+10% +$238K 0.02% 706
2025
Q2 		$2.46M Buy
10,454
+3,355
+47% +$721K 0.02% 695
2025
Q1 		$1.33M Buy
7,099
+1,551
+28% +$301K 0.01% 874
2024
Q4 		$935K Buy
5,548
+533
+11% +$99.6K 0.01% 989
2024
Q3 		$942K Buy
5,015
+721
+17% +$110K 0.01% 923
2024
Q2 		$592K Buy
4,294
+198
+5% +$23.8K 0.01% 1060
2024
Q1 		$478K Buy
4,096
+271
+7% +$31K 0.01% 1119
2023
Q4 		$417K Buy
3,825
+1,385
+57% +$132K 0.01% 1083
2023
Q3 		$220K Buy
+2,440
New +$204K ﹤0.01% 1242
2021
Q4 		– Sell
-62
Closed -$7K – 1747
2021
Q3 		$7K Buy
62
+29
+88% +$3.35K ﹤0.01% 2245
2021
Q2 		$4K Sell
33
-7
-18% -$728 ﹤0.01% 2187
2021
Q1 		$4K Sell
40
-20
-33% -$2.33K ﹤0.01% 1959
2020
Q4 		$8K Sell
60
-6
-9% -$685 ﹤0.01% 1592
2020
Q3 		$7K Buy
66
+51
+340% +$5.73K ﹤0.01% 1426
2020
Q2 		$2K Buy
+15
New +$1.44K ﹤0.01% 1496

Other funds holding GWRE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
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

O'Shaughnessy Asset Management's GWRE Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Guidewire Software (GWRE) stake by 42% in Q2 2026, selling an estimated $346K and leaving 3,608 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

O'Shaughnessy Asset Management first reported a position in GWRE in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.64M in Q3 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • O'Shaughnessy Asset Management held 3,608 shares of Guidewire Software worth $444K as of Q2 2026.
  • O'Shaughnessy Asset Management sold 2,595 Guidewire Software shares in Q2 2026, an estimated $346K.
  • Guidewire Software made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1653 holding.
  • O'Shaughnessy Asset Management first reported a position in Guidewire Software in Q2 2020 and has held it in 18 quarters since.
  • O'Shaughnessy Asset Management's Guidewire Software position peaked at $2.64M in Q3 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.