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Sandhill Capital Partners’s Guidewire Software GWRE Stock Holding History

Sandhill Capital Partners’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 		$39.1M Buy
317,667
+75,631
+31% +$10.1M 3.18% 15
2026
Q1 		$36.2M Buy
242,036
+34,507
+17% +$5.25M 3.11% 14
2025
Q4 		$41.7M Buy
207,529
+104,201
+101% +$23M 2.97% 16
2025
Q3 		$23.8M Sell
103,328
-345
-0.3% -$78.5K 1.66% 23
2025
Q2 		$24.4M Buy
+103,673
New +$22.3M 1.75% 22
2021
Q1 		– Sell
-160,187
Closed -$20.6M – 89
2020
Q4 		$20.6M Buy
160,187
+5,800
+4% +$662K 1.88% 26
2020
Q3 		$16.1M Buy
154,387
+4,595
+3% +$516K 1.62% 30
2020
Q2 		$16.6M Sell
149,792
-1,513
-1% -$145K 1.94% 25
2020
Q1 		$12M Buy
151,305
+4,715
+3% +$492K 1.61% 29
2019
Q4 		$16.1M Buy
146,590
+4,484
+3% +$502K 1.79% 28
2019
Q3 		$15M Buy
142,106
+6,553
+5% +$661K 1.83% 30
2019
Q2 		$13.7M Buy
135,553
+9,672
+8% +$986K 1.74% 30
2019
Q1 		$12.2M Buy
125,881
+8,606
+7% +$769K 1.71% 29
2018
Q4 		$9.41M Buy
117,275
+6,785
+6% +$592K 1.55% 31
2018
Q3 		$11.2M Buy
110,490
+2,406
+2% +$231K 1.65% 32
2018
Q2 		$9.6M Buy
108,084
+2,729
+3% +$242K 1.52% 31
2018
Q1 		$8.52M Buy
105,355
+6,379
+6% +$513K 1.4% 32
2017
Q4 		$7.35M Buy
98,976
+2,584
+3% +$200K 1.31% 30
2017
Q3 		$7.5M Buy
+96,392
New +$7.06M 1.46% 28

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LP
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Vanguard Portfolio Management
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Vanguard Capital Management
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DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
State Street
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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

Sandhill Capital Partners's GWRE Position: Q2 2026 in Review

Sandhill Capital Partners increased its Guidewire Software (GWRE) stake by 31% in Q2 2026, buying an estimated $10.1M and bringing the position to 317,667 shares worth $39.1M. The position accounts for 3.18% of the portfolio, ranked #15.

Sandhill Capital Partners first reported a position in GWRE in Q3 2017 and has held it in 19 quarters since. The position peaked at $41.7M in Q4 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Sandhill Capital Partners held 317,667 shares of Guidewire Software worth $39.1M as of Q2 2026.
  • Sandhill Capital Partners bought 75,631 Guidewire Software shares in Q2 2026, an estimated $10.1M.
  • Guidewire Software made up 3.18% of Sandhill Capital Partners's portfolio in Q2 2026, its #15 holding.
  • Sandhill Capital Partners first reported a position in Guidewire Software in Q3 2017 and has held it in 19 quarters since.
  • Sandhill Capital Partners's Guidewire Software position peaked at $41.7M in Q4 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Sandhill Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.