UMB Bank’s Guidewire Software GWRE Stock Holding History

UMB Bank’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	$46.6K	Sell	379 -612	-62%	-$81.6K	﹤0.01%	1363
2026 Q1	$148K	Buy	991 +1	+0.1%	+$152	﹤0.01%	799
2025 Q4	$199K	Buy	990 +135	+16%	+$29.9K	﹤0.01%	685
2025 Q3	$197K	Buy	855 +38	+5%	+$8.64K	﹤0.01%	621
2025 Q2	$192K	Sell	817 -109	-12%	-$23.4K	﹤0.01%	603
2025 Q1	$173K	Buy	926 +896	+2,987%	+$174K	﹤0.01%	596
2024 Q4	$5.06K	Hold	30	–	–	﹤0.01%	1700
2024 Q3	$5.49K	Buy	+30	New	+$4.56K	﹤0.01%	1698
2022 Q3	–	Sell	-218	Closed	-$15K	–	1846
2022 Q2	$15K	Hold	218	–	–	﹤0.01%	1271
2022 Q1	$21K	Hold	218	–	–	﹤0.01%	1232
2021 Q4	$25K	Buy	+218	New	+$25.9K	﹤0.01%	1203

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

UMB Bank's GWRE Position: Q2 2026 in Review

UMB Bank reduced its Guidewire Software (GWRE) stake by 62% in Q2 2026, selling an estimated $81.6K and leaving 379 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

UMB Bank first reported a position in GWRE in Q4 2021 and has held it in 11 quarters since. The position peaked at $199K in Q4 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

UMB Bank held 379 shares of Guidewire Software worth $46.6K as of Q2 2026.
UMB Bank sold 612 Guidewire Software shares in Q2 2026, an estimated $81.6K.
Guidewire Software made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1363 holding.
UMB Bank first reported a position in Guidewire Software in Q4 2021 and has held it in 11 quarters since.
UMB Bank's Guidewire Software position peaked at $199K in Q4 2025.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.