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Shannon River Fund Management’s Guidewire Software GWRE Stock Holding History

Shannon River Fund 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
Q2 		$13.9M Buy
113,230
+50,367
+80% +$6.72M 1.24% 28
2026
Q1 		$9.4M Sell
62,863
-63,194
-50% -$9.62M 1.79% 18
2025
Q4 		$25.3M Hold
126,057
– – 3.97% 12
2025
Q3 		$29M Sell
126,057
-24,651
-16% -$5.61M 4.66% 10
2025
Q2 		$35.5M Buy
150,708
+4,420
+3% +$950K 4.72% 10
2025
Q1 		$27.4M Buy
146,288
+86,756
+146% +$16.9M 7.15% 8
2024
Q4 		$10M Sell
59,532
-99,539
-63% -$18.6M 1.48% 16
2024
Q3 		$29.1M Sell
159,071
-40,442
-20% -$6.14M 4.07% 12
2024
Q2 		$27.5M Buy
199,513
+68,981
+53% +$8.3M 4.43% 10
2024
Q1 		$15.2M Buy
+130,532
New +$14.9M 3.39% 11
2020
Q3 		– Sell
-99,952
Closed -$11.1M – 34
2020
Q2 		$11.1M Sell
99,952
-16,534
-14% -$1.59M 1.45% 21
2020
Q1 		$9.24M Sell
116,486
-344,096
-75% -$35.9M 1.56% 17
2019
Q4 		$50.6M Sell
460,582
-13,684
-3% -$1.53M 6.75% 8
2019
Q3 		$50M Buy
474,266
+23,100
+5% +$2.33M 8.68% 3
2019
Q2 		$45.7M Buy
451,166
+42,741
+10% +$4.36M 7.27% 4
2019
Q1 		$39.7M Buy
408,425
+182,107
+80% +$16.3M 6.93% 4
2018
Q4 		$18.2M Sell
226,318
-69,000
-23% -$6.02M 5.16% 6
2018
Q3 		$29.8M Buy
295,318
+139,416
+89% +$13.4M 4.76% 6
2018
Q2 		$13.8M Buy
+155,902
New +$13.8M 1.82% 14

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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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Shannon River Fund Management's GWRE Position: Q2 2026 in Review

Shannon River Fund Management increased its Guidewire Software (GWRE) stake by 80% in Q2 2026, buying an estimated $6.72M and bringing the position to 113,230 shares worth $13.9M. The position accounts for 1.24% of the portfolio, ranked #28.

Shannon River Fund Management first reported a position in GWRE in Q2 2018 and has held it in 19 quarters since. The position peaked at $50.6M in Q4 2019. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Shannon River Fund Management held 113,230 shares of Guidewire Software worth $13.9M as of Q2 2026.
  • Shannon River Fund Management bought 50,367 Guidewire Software shares in Q2 2026, an estimated $6.72M.
  • Guidewire Software made up 1.24% of Shannon River Fund Management's portfolio in Q2 2026, its #28 holding.
  • Shannon River Fund Management first reported a position in Guidewire Software in Q2 2018 and has held it in 19 quarters since.
  • Shannon River Fund Management's Guidewire Software position peaked at $50.6M in Q4 2019.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Shannon River Fund Management's 13F filing for Q2 2026, filed 13 Aug 2026.