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RGM Capital’s Guidewire Software GWRE Stock Holding History

RGM Capital’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
-367,744
Closed -$73.9M – 7
2025
Q4 		$73.9M Sell
367,744
-89,712
-20% -$19.8M 3.59% 16
2025
Q3 		$105M Sell
457,456
-6,300
-1% -$1.43M 4.43% 14
2025
Q2 		$109M Sell
463,756
-460,663
-50% -$99M 4.42% 14
2025
Q1 		$173M Sell
924,419
-23,864
-3% -$4.64M 7.18% 5
2024
Q4 		$160M Sell
948,283
-111,680
-11% -$20.9M 6.6% 4
2024
Q3 		$194M Sell
1,059,963
-429,947
-29% -$65.3M 8.4% 4
2024
Q2 		$205M Sell
1,489,910
-10,000
-0.7% -$1.2M 8.23% 2
2024
Q1 		$175M Sell
1,499,910
-322,000
-18% -$36.8M 7.06% 3
2023
Q4 		$199M Sell
1,821,910
-113,609
-6% -$10.8M 8.14% 2
2023
Q3 		$174M Sell
1,935,519
-8,600
-0.4% -$718K 7.96% 2
2023
Q2 		$148M Buy
1,944,119
+136,133
+8% +$10.4M 6.59% 8
2023
Q1 		$148M Sell
1,807,986
-5,000
-0.3% -$364K 7.07% 6
2022
Q4 		$113M Buy
1,812,986
+286,998
+19% +$17M 6.61% 8
2022
Q3 		$94M Buy
1,525,988
+60,000
+4% +$4.34M 6.07% 7
2022
Q2 		$104M Buy
1,465,988
+149,004
+11% +$12.2M 5.44% 9
2022
Q1 		$125M Buy
1,316,984
+204,957
+18% +$19.6M 5.17% 11
2021
Q4 		$126M Buy
1,112,027
+27,600
+3% +$3.27M 5.25% 9
2021
Q3 		$129M Buy
1,084,427
+17,000
+2% +$1.96M 6.32% 6
2021
Q2 		$120M Buy
1,067,427
+392,128
+58% +$40.8M 5.57% 8
2021
Q1 		$68.6M Buy
+675,299
New +$78.5M 3% 18

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BAMCO Inc
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VPM
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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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
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

RGM Capital's GWRE Position: Q1 2026 in Review

RGM Capital sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 367,744 shares — an estimated $73.9M sold.

RGM Capital first reported a position in GWRE in Q1 2021 and held it in 20 quarters. The position peaked at $205M in Q2 2024. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • RGM Capital reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • RGM Capital sold 367,744 Guidewire Software shares in Q1 2026, an estimated $73.9M.
  • RGM Capital first reported a position in Guidewire Software in Q1 2021 and held it in 20 quarters.
  • RGM Capital's Guidewire Software position peaked at $205M in Q2 2024.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on RGM Capital's 13F filing for Q1 2026.