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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

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

Qsemble Capital Management opened a new position in Guidewire Software (GWRE) in Q1 2026: 3,999 shares worth $598K. The stake represents 0.05% of the portfolio and ranks #333 among its holdings. This is a return to the name: Qsemble Capital Management previously reported a position in GWRE as recently as Q3 2025.

Qsemble Capital Management first reported a position in GWRE in Q2 2023 and has held it in 6 quarters since. The position peaked at $4.21M in Q3 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

Qsemble Capital Management held 3,999 shares of Guidewire Software worth $598K as of Q1 2026.
Guidewire Software was a new Qsemble Capital Management position in Q1 2026.
Guidewire Software made up 0.05% of Qsemble Capital Management's portfolio in Q1 2026, its #333 holding.
Qsemble Capital Management first reported a position in Guidewire Software in Q2 2023 and has held it in 6 quarters since.
Qsemble Capital Management's Guidewire Software position peaked at $4.21M in Q3 2025.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Qsemble Capital Management's 13F filing for Q1 2026, filed 7 May 2026.