Osterweis Capital Management’s Guidewire Software GWRE Stock Holding History

Osterweis Capital 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 Q1	–	Sell	-37,644	Closed	-$7.57M	–	250
2025 Q4	$7.57M	Sell	37,644 -26,794	-42%	-$5.93M	0.32%	79
2025 Q3	$14.8M	Sell	64,438 -631	-1%	-$144K	0.67%	46
2025 Q2	$15.3M	Sell	65,069 -27,333	-30%	-$5.87M	0.73%	43
2025 Q1	$17.3M	Sell	92,402 -14,345	-13%	-$2.79M	0.85%	43
2024 Q4	$18M	Buy	106,747 +10,287	+11%	+$1.92M	0.84%	42
2024 Q3	$17.6M	Buy	96,460 +200	+0.2%	+$30.4K	0.89%	40
2024 Q2	$13.3M	Buy	96,260 +17,915	+23%	+$2.16M	0.69%	39
2024 Q1	$9.14M	Buy	78,345 +27,150	+53%	+$3.1M	0.54%	51
2023 Q4	$5.58M	Buy	+51,195	New	+$4.89M	0.35%	73

Other funds holding GWRE

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Osterweis Capital Management's GWRE Position: Q1 2026 in Review

Osterweis Capital Management sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 37,644 shares — an estimated $7.57M sold.

Osterweis Capital Management first reported a position in GWRE in Q4 2023 and held it in 9 quarters. The position peaked at $18M in Q4 2024. 597 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

Osterweis Capital Management reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
Osterweis Capital Management sold 37,644 Guidewire Software shares in Q1 2026, an estimated $7.57M.
Osterweis Capital Management first reported a position in Guidewire Software in Q4 2023 and held it in 9 quarters.
Osterweis Capital Management's Guidewire Software position peaked at $18M in Q4 2024.
597 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.