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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
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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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Sandhill Capital Partners's GWRE Position: Q1 2026 in Review

Sandhill Capital Partners increased its Guidewire Software (GWRE) stake by 17% in Q1 2026, buying an estimated $5.25M and bringing the position to 242,036 shares worth $36.2M. The position accounts for 3.11% of the portfolio, ranked #14.

Sandhill Capital Partners first reported a position in GWRE in Q3 2017 and has held it in 18 quarters since. The position peaked at $41.7M in Q4 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Sandhill Capital Partners held 242,036 shares of Guidewire Software worth $36.2M as of Q1 2026.
  • Sandhill Capital Partners bought 34,507 Guidewire Software shares in Q1 2026, an estimated $5.25M.
  • Guidewire Software made up 3.11% of Sandhill Capital Partners's portfolio in Q1 2026, its #14 holding.
  • Sandhill Capital Partners first reported a position in Guidewire Software in Q3 2017 and has held it in 18 quarters since.
  • Sandhill Capital Partners's Guidewire Software position peaked at $41.7M in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Sandhill Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.