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 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

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

TwinBeech Capital's GWRE Position: Q1 2026 in Review

TwinBeech Capital increased its Guidewire Software (GWRE) stake by 558% in Q1 2026, buying an estimated $1.92M and bringing the position to 14,914 shares worth $2.23M. The position accounts for 0.23% of the portfolio, ranked #133.

TwinBeech Capital first reported a position in GWRE in Q3 2020 and has held it in 8 quarters since. The position peaked at $32.9M in Q2 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

TwinBeech Capital held 14,914 shares of Guidewire Software worth $2.23M as of Q1 2026.
TwinBeech Capital bought 12,649 Guidewire Software shares in Q1 2026, an estimated $1.92M.
Guidewire Software made up 0.23% of TwinBeech Capital's portfolio in Q1 2026, its #133 holding.
TwinBeech Capital first reported a position in Guidewire Software in Q3 2020 and has held it in 8 quarters since.
TwinBeech Capital's Guidewire Software position peaked at $32.9M in Q2 2025.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

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