Summit Trail Advisors’s Guidewire Software GWRE Stock Holding History

Summit Trail Advisors’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	$1.61M	Sell	13,061 -6,714	-34%	-$895K	0.02%	750
2026 Q1	$2.96M	Buy	19,775 +12,278	+164%	+$1.87M	0.04%	313
2025 Q4	$1.51M	Buy	7,497 +2,343	+45%	+$518K	0.03%	588
2025 Q3	$1.18M	Buy	+5,154	New	+$1.17M	0.02%	734
2022 Q1	–	Sell	-1,859	Closed	-$211K	–	345
2021 Q4	$211K	Buy	1,859 +28	+2%	+$3.32K	0.01%	269
2021 Q3	$218K	Buy	+1,831	New	+$211K	0.02%	241
2018 Q3	–	Sell	-194	Closed	-$17K	–	350
2018 Q2	$17K	Buy	+194	New	+$17.2K	0.01%	399

Other funds holding GWRE

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Summit Trail Advisors's GWRE Position: Q2 2026 in Review

Summit Trail Advisors reduced its Guidewire Software (GWRE) stake by 34% in Q2 2026, selling an estimated $895K and leaving 13,061 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #750.

Summit Trail Advisors first reported a position in GWRE in Q2 2018 and has held it in 7 quarters since. The position peaked at $2.96M in Q1 2026. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Summit Trail Advisors held 13,061 shares of Guidewire Software worth $1.61M as of Q2 2026.
Summit Trail Advisors sold 6,714 Guidewire Software shares in Q2 2026, an estimated $895K.
Guidewire Software made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #750 holding.
Summit Trail Advisors first reported a position in Guidewire Software in Q2 2018 and has held it in 7 quarters since.
Summit Trail Advisors's Guidewire Software position peaked at $2.96M in Q1 2026.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.