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Polymer Capital Management’s Guidewire Software GWRE Stock Holding History

Polymer 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
-5,631
Closed -$1.13M – 905
2025
Q4 		$1.13M Buy
5,631
+3,493
+163% +$773K 0.12% 230
2025
Q3 		$491K Buy
2,138
+1,157
+118% +$263K 0.05% 433
2025
Q2 		$231K Buy
+981
New +$211K 0.03% 502

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

Polymer Capital Management sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 5,631 shares — an estimated $1.13M sold.

Polymer Capital Management first reported a position in GWRE in Q2 2025 and held it in 3 quarters. The position peaked at $1.13M in Q4 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Polymer Capital Management reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Polymer Capital Management sold 5,631 Guidewire Software shares in Q1 2026, an estimated $1.13M.
  • Polymer Capital Management first reported a position in Guidewire Software in Q2 2025 and held it in 3 quarters.
  • Polymer Capital Management's Guidewire Software position peaked at $1.13M in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.