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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 		$3.94M Hold
32,000
– – 0.07% 255
2026
Q1 		$4.79M Buy
+32,000
New +$4.87M 0.08% 231

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LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
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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 $3.38T AUM 44.17% 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

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.