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Route One Investment Company’s Guidewire Software GWRE Stock Holding History

Route One Investment Company’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 		$228M Hold
1,849,364
– – 9.14% 3
2026
Q1 		$277M Buy
1,849,364
+178,950
+11% +$27.2M 11.77% 2
2025
Q4 		$336M Sell
1,670,414
-147,595
-8% -$32.6M 12.47% 1
2025
Q3 		$418M Hold
1,818,009
– – 15.47% 1
2025
Q2 		$428M Sell
1,818,009
-233,421
-11% -$50.2M 18.73% 1
2025
Q1 		$384M Sell
2,051,430
-200,000
-9% -$38.9M 16.02% 2
2024
Q4 		$380M Sell
2,251,430
-614,150
-21% -$115M 14.83% 2
2024
Q3 		$524M Hold
2,865,580
– – 18.38% 1
2024
Q2 		$395M Hold
2,865,580
– – 13.69% 2
2024
Q1 		$334M Hold
2,865,580
– – 12.19% 2
2023
Q4 		$312M Hold
2,865,580
– – 6.32% 4
2023
Q3 		$258M Hold
2,865,580
– – 8.86% 2
2023
Q2 		$218M Buy
2,865,580
+69,250
+2% +$5.3M 7.7% 5
2023
Q1 		$229M Hold
2,796,330
– – 8.53% 3
2022
Q4 		$175M Buy
2,796,330
+36,700
+1% +$2.18M 7.91% 4
2022
Q3 		$170M Buy
2,759,630
+255,300
+10% +$18.5M 6.43% 5
2022
Q2 		$178M Buy
2,504,330
+258,600
+12% +$21.2M 6.44% 6
2022
Q1 		$212M Buy
2,245,730
+286,750
+15% +$27.4M 6.62% 7
2021
Q4 		$222M Buy
1,958,980
+222,882
+13% +$26.4M 4.93% 9
2021
Q3 		$206M Buy
1,736,098
+63,750
+4% +$7.36M 5.31% 8
2021
Q2 		$189M Buy
1,672,348
+220,050
+15% +$22.9M 4.54% 9
2021
Q1 		$148M Buy
1,452,298
+79,500
+6% +$9.24M 3.72% 11
2020
Q4 		$177M Buy
1,372,798
+459,500
+50% +$52.4M 4.97% 10
2020
Q3 		$95.2M Buy
913,298
+249,000
+37% +$28M 2.5% 15
2020
Q2 		$73.6M Hold
664,298
– – 2.1% 14
2020
Q1 		$52.7M Buy
+664,298
New +$69.4M 1.73% 15

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Route One Investment Company's GWRE Position: Q2 2026 in Review

Route One Investment Company held its Guidewire Software (GWRE) position steady in Q2 2026 at 1,849,364 shares worth $228M. The position accounts for 9.14% of the portfolio, ranked #3.

Route One Investment Company first reported a position in GWRE in Q1 2020 and has held it in 26 quarters since. The position peaked at $524M in Q3 2024. 542 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Route One Investment Company held 1,849,364 shares of Guidewire Software worth $228M as of Q2 2026.
  • Route One Investment Company left its Guidewire Software share count unchanged in Q2 2026.
  • Guidewire Software made up 9.14% of Route One Investment Company's portfolio in Q2 2026, its #3 holding.
  • Route One Investment Company first reported a position in Guidewire Software in Q1 2020 and has held it in 26 quarters since.
  • Route One Investment Company's Guidewire Software position peaked at $524M in Q3 2024.
  • 542 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Route One Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.