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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
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

Other funds holding GWRE

BlackRock
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 $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

Shannon River Fund Management's GWRE Position: Q1 2026 in Review

Shannon River Fund Management reduced its Guidewire Software (GWRE) stake by 50% in Q1 2026, selling an estimated $9.62M and leaving 62,863 shares worth $9.4M. The position accounts for 1.79% of the portfolio, ranked #18.

Shannon River Fund Management first reported a position in GWRE in Q2 2018 and has held it in 18 quarters since. The position peaked at $50.6M in Q4 2019. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Shannon River Fund Management held 62,863 shares of Guidewire Software worth $9.4M as of Q1 2026.
  • Shannon River Fund Management sold 63,194 Guidewire Software shares in Q1 2026, an estimated $9.62M.
  • Guidewire Software made up 1.79% of Shannon River Fund Management's portfolio in Q1 2026, its #18 holding.
  • Shannon River Fund Management first reported a position in Guidewire Software in Q2 2018 and has held it in 18 quarters since.
  • Shannon River Fund Management's Guidewire Software position peaked at $50.6M in Q4 2019.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Shannon River Fund Management's 13F filing for Q1 2026, filed 14 May 2026.