Thompson Siegel & Walmsley’s Guidewire Software GWRE Stock Holding History

Thompson Siegel & Walmsley’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	$7.67M	Sell	62,370 -4,730	-7%	-$631K	0.14%	176
2026 Q1	$10M	Buy	67,100 +28,900	+76%	+$4.4M	0.18%	127
2025 Q4	$7.68M	Buy	38,200 +3,600	+10%	+$796K	0.13%	163
2025 Q3	$7.95M	Buy	34,600 +4,400	+15%	+$1M	0.13%	160
2025 Q2	$7.11M	Buy	30,200 +1,500	+5%	+$322K	0.12%	163
2025 Q1	$5.38M	Buy	28,700 +5,700	+25%	+$1.11M	0.09%	180
2024 Q4	$3.88M	Buy	+23,000	New	+$4.3M	0.06%	218

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 $3.38T AUM 44.17% 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

Thompson Siegel & Walmsley's GWRE Position: Q2 2026 in Review

Thompson Siegel & Walmsley reduced its Guidewire Software (GWRE) stake by 7% in Q2 2026, selling an estimated $631K and leaving 62,370 shares worth $7.67M. The position accounts for 0.14% of the portfolio, ranked #176.

Thompson Siegel & Walmsley first reported a position in GWRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $10M in Q1 2026. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Thompson Siegel & Walmsley held 62,370 shares of Guidewire Software worth $7.67M as of Q2 2026.
Thompson Siegel & Walmsley sold 4,730 Guidewire Software shares in Q2 2026, an estimated $631K.
Guidewire Software made up 0.14% of Thompson Siegel & Walmsley's portfolio in Q2 2026, its #176 holding.
Thompson Siegel & Walmsley first reported a position in Guidewire Software in Q4 2024 and has held it in 7 quarters since.
Thompson Siegel & Walmsley's Guidewire Software position peaked at $10M in Q1 2026.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2026, filed 11 Aug 2026.