SurgoCap Partners’s Guidewire Software GWRE Stock Holding History

SurgoCap 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	–	Sell	-719,573	Closed	-$145M	–	19
2025 Q4	$145M	Sell	719,573 -30,601	-4%	-$6.77M	4%	12
2025 Q3	$172M	Buy	750,174 +46,639	+7%	+$10.6M	4.79%	11
2025 Q2	$166M	Buy	703,535 +26,076	+4%	+$5.6M	6.25%	10
2025 Q1	$127M	Sell	677,459 -133,483	-16%	-$25.9M	6.27%	8
2024 Q4	$137M	Buy	810,942 +123,656	+18%	+$23.1M	7.04%	9
2024 Q3	$126M	Sell	687,286 -122,179	-15%	-$18.6M	6.28%	9
2024 Q2	$112M	Sell	809,465 -21,829	-3%	-$2.63M	6.53%	7
2024 Q1	$97M	Buy	+831,294	New	+$95M	5.21%	10

Other funds holding GWRE

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DCP

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

SurgoCap Partners's GWRE Position: Q1 2026 in Review

SurgoCap Partners sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 719,573 shares — an estimated $145M sold.

SurgoCap Partners first reported a position in GWRE in Q1 2024 and held it in 8 quarters. The position peaked at $172M in Q3 2025. 595 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

SurgoCap Partners reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
SurgoCap Partners sold 719,573 Guidewire Software shares in Q1 2026, an estimated $145M.
SurgoCap Partners first reported a position in Guidewire Software in Q1 2024 and held it in 8 quarters.
SurgoCap Partners's Guidewire Software position peaked at $172M in Q3 2025.
595 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on SurgoCap Partners's 13F filing for Q1 2026, filed 15 May 2026.