Susquehanna Fundamental Investments’s Guidewire Software GWRE Stock Holding History

Susquehanna Fundamental Investments’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	$22.9M	Buy	+153,449	New	+$23.3M	0.86%	30
2025 Q3	–	Sell	-943	Closed	-$222K	–	655
2025 Q2	$222K	Sell	943 -4,348	-82%	-$934K	0.01%	658
2025 Q1	$991K	Hold	5,291	–	–	0.01%	691
2024 Q4	$892K	Buy	+5,291	New	+$988K	0.01%	737
2024 Q2	$600K	Sell	4,348 -21,241	-83%	-$2.56M	0.01%	651
2024 Q1	$2.99M	Buy	+25,589	New	+$2.93M	0.14%	178
2022 Q4	–	Sell	-59,029	Closed	-$3.63M	–	1316
2022 Q3	$3.63M	Buy	+59,029	New	+$4.27M	0.06%	402
2022 Q1	$10.1M	Buy	106,775 +96,177	+908%	+$9.19M	0.2%	130
2021 Q4	$1.2M	Sell	10,598 -33,240	-76%	-$3.94M	0.03%	583
2021 Q3	$5.21M	Buy	+43,838	New	+$5.06M	0.1%	284
2021 Q1	–	Sell	-62,085	Closed	-$7.99M	–	1563
2020 Q4	$7.99M	Buy	62,085 +53,884	+657%	+$6.15M	0.15%	188
2020 Q3	$855K	Buy	+8,201	New	+$921K	0.03%	694

Other funds holding GWRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Susquehanna Fundamental Investments's GWRE Position: Q1 2026 in Review

Susquehanna Fundamental Investments opened a new position in Guidewire Software (GWRE) in Q1 2026: 153,449 shares worth $22.9M. The stake represents 0.86% of the portfolio and ranks #30 among its holdings. This is a return to the name: Susquehanna Fundamental Investments previously reported a position in GWRE as recently as Q2 2025.

Susquehanna Fundamental Investments first reported a position in GWRE in Q3 2020 and has held it in 12 quarters since. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

Susquehanna Fundamental Investments held 153,449 shares of Guidewire Software worth $22.9M as of Q1 2026.
Guidewire Software was a new Susquehanna Fundamental Investments position in Q1 2026.
Guidewire Software made up 0.86% of Susquehanna Fundamental Investments's portfolio in Q1 2026, its #30 holding.
Susquehanna Fundamental Investments first reported a position in Guidewire Software in Q3 2020 and has held it in 12 quarters since.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.