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Teca Partners’s Guidewire Software GWRE Stock Holding History

Teca 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
Q2 		$16.4M Buy
133,685
+74,586
+126% +$9.94M 14.14% 2
2026
Q1 		$8.84M Sell
59,099
-67,057
-53% -$10.2M 6.09% 9
2025
Q4 		$25.4M Buy
126,156
+20,000
+19% +$4.42M 14.47% 1
2025
Q3 		$24.4M Hold
106,156
– – 15.39% 1
2025
Q2 		$25M Sell
106,156
-11,000
-9% -$2.36M 17.45% 1
2025
Q1 		$22M Sell
117,156
-47,140
-29% -$9.16M 15.74% 1
2024
Q4 		$27.7M Buy
164,296
+29,460
+22% +$5.5M 17.65% 1
2024
Q3 		$24.7M Sell
134,836
-52,946
-28% -$8.04M 17.28% 2
2024
Q2 		$25.9M Sell
187,782
-15,150
-7% -$1.82M 18.04% 2
2024
Q1 		$23.7M Buy
202,932
+7,333
+4% +$838K 15.04% 1
2023
Q4 		$21.3M Buy
195,599
+46,453
+31% +$4.43M 15.16% 1
2023
Q3 		$13.4M Buy
149,146
+8,868
+6% +$740K 11.4% 2
2023
Q2 		$10.7M Buy
140,278
+16,455
+13% +$1.26M 10.94% 2
2023
Q1 		$10.2M Hold
123,823
– – 12.23% 2
2022
Q4 		$7.75M Buy
123,823
+53,057
+75% +$3.15M 11.01% 2
2022
Q3 		$4.36M Sell
70,766
-63,156
-47% -$4.56M 7.36% 7
2022
Q2 		$9.51M Hold
133,922
– – 14.32% 3
2022
Q1 		$12.7M Buy
133,922
+13,000
+11% +$1.24M 13.81% 1
2021
Q4 		$13.7M Buy
+120,922
New +$14.3M 11.55% 1

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
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

Teca Partners's GWRE Position: Q2 2026 in Review

Teca Partners increased its Guidewire Software (GWRE) stake by 126% in Q2 2026, buying an estimated $9.94M and bringing the position to 133,685 shares worth $16.4M. The position accounts for 14.14% of the portfolio, ranked #2.

Teca Partners first reported a position in GWRE in Q4 2021 and has held it in 19 quarters since. The position peaked at $27.7M in Q4 2024. 543 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Teca Partners held 133,685 shares of Guidewire Software worth $16.4M as of Q2 2026.
  • Teca Partners bought 74,586 Guidewire Software shares in Q2 2026, an estimated $9.94M.
  • Guidewire Software made up 14.14% of Teca Partners's portfolio in Q2 2026, its #2 holding.
  • Teca Partners first reported a position in Guidewire Software in Q4 2021 and has held it in 19 quarters since.
  • Teca Partners's Guidewire Software position peaked at $27.7M in Q4 2024.
  • 543 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Teca Partners's 13F filing for Q2 2026, filed 13 Aug 2026.