&Partners’s Guidewire Software GWRE Stock Holding History

&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	$841K	Buy	6,940 +490	+8%	+$65.3K	﹤0.01%	1521
2026 Q1	$1M	Buy	6,450 +1,601	+33%	+$244K	0.01%	1297
2025 Q4	$975K	Sell	4,849 -423	-8%	-$93.6K	0.01%	1231
2025 Q3	$1.21M	Buy	5,272 +302	+6%	+$68.7K	0.01%	996
2025 Q2	$1.17M	Buy	4,970 +1,493	+43%	+$321K	0.01%	905
2025 Q1	$650K	Buy	3,477 +37	+1%	+$7.19K	0.01%	1016
2024 Q4	$593K	Sell	3,440 -37	-1%	-$6.91K	0.01%	1004
2024 Q3	$636K	Sell	3,477 -1,963	-36%	-$298K	0.01%	758
2024 Q2	$750K	Buy	+5,440	New	+$655K	0.03%	416

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

&Partners's GWRE Position: Q2 2026 in Review

&Partners increased its Guidewire Software (GWRE) stake by 7.6% in Q2 2026, buying an estimated $65.3K and bringing the position to 6,940 shares worth $841K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

&Partners first reported a position in GWRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.21M in Q3 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

&Partners held 6,940 shares of Guidewire Software worth $841K as of Q2 2026.
&Partners bought 490 Guidewire Software shares in Q2 2026, an estimated $65.3K.
Guidewire Software made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1521 holding.
&Partners first reported a position in Guidewire Software in Q2 2024 and has held it in 9 quarters since.
&Partners's Guidewire Software position peaked at $1.21M in Q3 2025.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.