Tairen Capital’s Guidewire Software GWRE Stock Holding History

Tairen Capital’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	-18,000	Closed	-$3.62M	–	57
2025 Q4	$3.62M	Buy	+18,000	New	+$3.98M	0.38%	49
2025 Q3	–	Sell	-28,500	Closed	-$6.71M	–	83
2025 Q2	$6.71M	Buy	28,500 +8,500	+43%	+$1.83M	0.69%	43
2025 Q1	$3.75M	Buy	20,000 +1,600	+9%	+$311K	0.25%	70
2024 Q4	$3.1M	Buy	+18,400	New	+$3.44M	0.46%	42
2023 Q2	–	Sell	-6,315	Closed	-$518K	–	38
2023 Q1	$518K	Buy	+6,315	New	+$459K	0.08%	27

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 $298B AUM 21.96% 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

Tairen Capital's GWRE Position: Q1 2026 in Review

Tairen Capital sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 18,000 shares — an estimated $3.62M sold.

Tairen Capital first reported a position in GWRE in Q1 2023 and held it in 5 quarters. The position peaked at $6.71M in Q2 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

Tairen Capital reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
Tairen Capital sold 18,000 Guidewire Software shares in Q1 2026, an estimated $3.62M.
Tairen Capital first reported a position in Guidewire Software in Q1 2023 and held it in 5 quarters.
Tairen Capital's Guidewire Software position peaked at $6.71M in Q2 2025.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Tairen Capital's 13F filing for Q1 2026, filed 15 May 2026.