Stockbridge Partners’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.4M | Sell |
136,435
-1,308,771
| -91% | -$199M | 0.49% | 15 |
|
|
2025
Q4 | $291M | Buy |
1,445,206
+405,850
| +39% | +$89.8M | 6.39% | 10 |
|
|
2025
Q3 | $239M | Sell |
1,039,356
-208,766
| -17% | -$47.5M | 4.62% | 11 |
|
|
2025
Q2 | $294M | Sell |
1,248,122
-502,946
| -29% | -$108M | 5.75% | 10 |
|
|
2025
Q1 | $328M | Sell |
1,751,068
-927,789
| -35% | -$180M | 7.26% | 6 |
|
|
2024
Q4 | $452M | Buy |
2,678,857
+205,382
| +8% | +$38.4M | 9.58% | 3 |
|
|
2024
Q3 | $452M | Sell |
2,473,475
-1,382,171
| -36% | -$210M | 9.09% | 3 |
|
|
2024
Q2 | $532M | Buy |
3,855,646
+396,548
| +11% | +$47.7M | 10.99% | 2 |
|
|
2024
Q1 | $404M | Buy |
3,459,098
+282,571
| +9% | +$32.3M | 8.32% | 6 |
|
|
2023
Q4 | $346M | Sell |
3,176,527
-844,354
| -21% | -$80.6M | 7.4% | 7 |
|
|
2023
Q3 | $362M | Sell |
4,020,881
-684,677
| -15% | -$57.2M | 8.05% | 3 |
|
|
2023
Q2 | $358M | Buy |
4,705,558
+244,925
| +5% | +$18.7M | 7.3% | 3 |
|
|
2023
Q1 | $366M | Sell |
4,460,633
-267,745
| -6% | -$19.5M | 8.48% | 2 |
|
|
2022
Q4 | $296M | Sell |
4,728,378
-250,541
| -5% | -$14.9M | 7.94% | 5 |
|
|
2022
Q3 | $307M | Buy |
4,978,919
+62,763
| +1% | +$4.54M | 8.68% | 5 |
|
|
2022
Q2 | $349M | Buy |
4,916,156
+179,286
| +4% | +$14.7M | 9.13% | 4 |
|
|
2022
Q1 | $448M | Sell |
4,736,870
-8,933
| -0.2% | -$854K | 9.67% | 2 |
|
|
2021
Q4 | $539M | Sell |
4,745,803
-414,869
| -8% | -$49.2M | 10.88% | 2 |
|
|
2021
Q3 | $613M | Sell |
5,160,672
-8,779
| -0.2% | -$1.01M | 12.64% | 2 |
|
|
2021
Q2 | $583M | Buy |
5,169,451
+681,033
| +15% | +$70.8M | 12.4% | 2 |
|
|
2021
Q1 | $456M | Buy |
4,488,418
+17,031
| +0.4% | +$1.98M | 11.11% | 3 |
|
|
2020
Q4 | $576M | Sell |
4,471,387
-12,253
| -0.3% | -$1.4M | 13.39% | 2 |
|
|
2020
Q3 | $468M | Buy |
4,483,640
+332,373
| +8% | +$37.3M | 12.87% | 2 |
|
|
2020
Q2 | $460M | Buy |
4,151,267
+70,654
| +2% | +$6.79M | 14.44% | 3 |
|
|
2020
Q1 | $324M | Buy |
4,080,613
+1,598,629
| +64% | +$167M | 12.83% | 3 |
|
|
2019
Q4 | $272M | Hold |
2,481,984
| – | – | 9.88% | 4 |
|
|
2019
Q3 | $262M | Buy |
2,481,984
+390,305
| +19% | +$39.4M | 10.38% | 5 |
|
|
2019
Q2 | $212M | Sell |
2,091,679
-241,578
| -10% | -$24.6M | 8.19% | 7 |
|
|
2019
Q1 | $227M | Buy |
2,333,257
+277,845
| +14% | +$24.8M | 8.35% | 5 |
|
|
2018
Q4 | $165M | Buy |
2,055,412
+1,172,622
| +133% | +$102M | 7.45% | 6 |
|
|
2018
Q3 | $89.2M | Buy |
882,790
+128,818
| +17% | +$12.4M | 3.54% | 12 |
|
|
2018
Q2 | $66.9M | Buy |
753,972
+479,219
| +174% | +$42.4M | 2.79% | 14 |
|
|
2018
Q1 | $22.2M | Buy |
+274,753
| New | +$22.1M | 0.96% | 15 |
|
Other funds holding GWRE
LP
VPM
DCP
VCM
ROIC
Stockbridge Partners's GWRE Position: Q1 2026 in Review
Stockbridge Partners reduced its Guidewire Software (GWRE) stake by 91% in Q1 2026, selling an estimated $199M and leaving 136,435 shares worth $20.4M. The position accounts for 0.49% of the portfolio, ranked #15.
Stockbridge Partners first reported a position in GWRE in Q1 2018 and has held it in 33 quarters since. The position peaked at $613M in Q3 2021. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.
- Stockbridge Partners held 136,435 shares of Guidewire Software worth $20.4M as of Q1 2026.
- Stockbridge Partners sold 1,308,771 Guidewire Software shares in Q1 2026, an estimated $199M.
- Guidewire Software made up 0.49% of Stockbridge Partners's portfolio in Q1 2026, its #15 holding.
- Stockbridge Partners first reported a position in Guidewire Software in Q1 2018 and has held it in 33 quarters since.
- Stockbridge Partners's Guidewire Software position peaked at $613M in Q3 2021.
- 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.
Based on Stockbridge Partners's 13F filing for Q1 2026, filed 15 May 2026.