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Qsemble Capital Management’s Guidewire Software GWRE Stock Holding History

Qsemble 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
Q2 		– Sell
-3,999
Closed -$598K – 469
2026
Q1 		$598K Buy
+3,999
New +$609K 0.05% 333
2025
Q4 		– Sell
-18,316
Closed -$4.21M – 534
2025
Q3 		$4.21M Buy
18,316
+3,921
+27% +$892K 0.41% 80
2025
Q2 		$3.39M Buy
14,395
+11,926
+483% +$2.56M 0.32% 101
2025
Q1 		$463K Buy
+2,469
New +$480K 0.05% 314
2024
Q3 		– Sell
-1,726
Closed -$238K – 450
2024
Q2 		$238K Buy
+1,726
New +$208K 0.05% 380
2023
Q3 		– Sell
-9,300
Closed -$708K – 363
2023
Q2 		$708K Buy
+9,300
New +$712K 0.5% 78

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 $3.37T AUM 44.26% 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

Qsemble Capital Management's GWRE Position: Q2 2026 in Review

Qsemble Capital Management sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 3,999 shares — an estimated $598K sold.

Qsemble Capital Management first reported a position in GWRE in Q2 2023 and held it in 6 quarters. The position peaked at $4.21M in Q3 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Qsemble Capital Management reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
  • Qsemble Capital Management sold 3,999 Guidewire Software shares in Q2 2026, an estimated $598K.
  • Qsemble Capital Management first reported a position in Guidewire Software in Q2 2023 and held it in 6 quarters.
  • Qsemble Capital Management's Guidewire Software position peaked at $4.21M in Q3 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.