X
GWRE icon

Xponance’s Guidewire Software GWRE Stock Holding History

Xponance’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 		$1.97M Sell
16,018
-4,198
-21% -$560K 0.01% 595
2026
Q1 		$3.02M Buy
20,216
+3,282
+19% +$499K 0.02% 473
2025
Q4 		$3.4M Sell
16,934
-1,009
-6% -$223K 0.03% 423
2025
Q3 		$4.12M Buy
17,943
+348
+2% +$79.1K 0.03% 368
2025
Q2 		$4.14M Buy
17,595
+4,276
+32% +$919K 0.03% 375
2025
Q1 		$2.5M Buy
13,319
+5,560
+72% +$1.08M 0.02% 468
2024
Q4 		$1.31M Buy
7,759
+813
+12% +$152K 0.01% 634
2024
Q3 		$1.27M Buy
6,946
+38
+0.6% +$5.77K 0.01% 637
2024
Q2 		$953K Buy
6,908
+3,066
+80% +$369K 0.01% 688
2024
Q1 		$448K Buy
3,842
+533
+16% +$60.9K ﹤0.01% 975
2023
Q4 		$361K Buy
3,309
+61
+2% +$5.82K ﹤0.01% 1023
2023
Q3 		$292K Buy
3,248
+435
+15% +$36.3K ﹤0.01% 1042
2023
Q2 		$214K Hold
2,813
– – ﹤0.01% 1131
2023
Q1 		$231K Buy
+2,813
New +$205K ﹤0.01% 1098
2021
Q1 		– Sell
-1,705
Closed -$219K – 1037
2020
Q4 		$219K Buy
+1,705
New +$195K ﹤0.01% 1023

Other funds holding GWRE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.37T AUM 44.26% 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

Xponance's GWRE Position: Q2 2026 in Review

Xponance reduced its Guidewire Software (GWRE) stake by 21% in Q2 2026, selling an estimated $560K and leaving 16,018 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #595.

Xponance first reported a position in GWRE in Q4 2020 and has held it in 15 quarters since. The position peaked at $4.14M in Q2 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Xponance held 16,018 shares of Guidewire Software worth $1.97M as of Q2 2026.
  • Xponance sold 4,198 Guidewire Software shares in Q2 2026, an estimated $560K.
  • Guidewire Software made up 0.01% of Xponance's portfolio in Q2 2026, its #595 holding.
  • Xponance first reported a position in Guidewire Software in Q4 2020 and has held it in 15 quarters since.
  • Xponance's Guidewire Software position peaked at $4.14M in Q2 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.