TwinBeech Capital’s Guidewire Software GWRE Stock Holding History

TwinBeech 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 Q2	–	Sell	-14,914	Closed	-$2.23M	–	504
2026 Q1	$2.23M	Buy	14,914 +12,649	+558%	+$1.92M	0.23%	133
2025 Q4	$455K	Sell	2,265 -92,532	-98%	-$20.5M	0.03%	413
2025 Q3	$21.8M	Sell	94,797 -44,945	-32%	-$10.2M	0.86%	33
2025 Q2	$32.9M	Buy	+139,742	New	+$30M	0.75%	36
2024 Q3	–	Sell	-15,911	Closed	-$2.19M	–	757
2024 Q2	$2.19M	Buy	+15,911	New	+$1.91M	0.04%	324
2022 Q3	–	Sell	-17,308	Closed	-$1.23M	–	704
2022 Q2	$1.23M	Buy	+17,308	New	+$1.42M	0.06%	289
2021 Q2	–	Sell	-10,257	Closed	-$1.04M	–	525
2021 Q1	$1.04M	Buy	+10,257	New	+$1.19M	0.15%	186
2020 Q4	–	Sell	-7,486	Closed	-$781K	–	503
2020 Q3	$781K	Buy	+7,486	New	+$841K	0.17%	183

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 $3.37T AUM 44.26% 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

TwinBeech Capital's GWRE Position: Q2 2026 in Review

TwinBeech Capital sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 14,914 shares — an estimated $2.23M sold.

TwinBeech Capital first reported a position in GWRE in Q3 2020 and held it in 8 quarters. The position peaked at $32.9M in Q2 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

TwinBeech Capital reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 14,914 Guidewire Software shares in Q2 2026, an estimated $2.23M.
TwinBeech Capital first reported a position in Guidewire Software in Q3 2020 and held it in 8 quarters.
TwinBeech Capital's Guidewire Software position peaked at $32.9M in Q2 2025.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.