Y-Intercept (HK)’s Guidewire Software GWRE Stock Holding History

Y-Intercept (HK)’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	$7.9M	Buy	+64,169	New	+$8.56M	0.16%	143
2026 Q1	–	Sell	-27,294	Closed	-$5.49M	–	1754
2025 Q4	$5.49M	Sell	27,294 -469	-2%	-$104K	0.12%	203
2025 Q3	$6.38M	Buy	27,763 +10,364	+60%	+$2.36M	0.15%	139
2025 Q2	$4.1M	Buy	+17,399	New	+$3.74M	0.1%	290
2025 Q1	–	Sell	-21,462	Closed	-$3.62M	–	1361
2024 Q4	$3.62M	Buy	+21,462	New	+$4.01M	0.24%	94
2024 Q2	–	Sell	-1,840	Closed	-$215K	–	1588
2024 Q1	$215K	Buy	+1,840	New	+$210K	0.02%	1120

Other funds holding GWRE

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

EAM

Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Y-Intercept (HK)'s GWRE Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Guidewire Software (GWRE) in Q2 2026: 64,169 shares worth $7.9M. The stake represents 0.16% of the portfolio and ranks #143 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in GWRE as recently as Q4 2025.

Y-Intercept (HK) first reported a position in GWRE in Q1 2024 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Y-Intercept (HK) held 64,169 shares of Guidewire Software worth $7.9M as of Q2 2026.
Guidewire Software was a new Y-Intercept (HK) position in Q2 2026.
Guidewire Software made up 0.16% of Y-Intercept (HK)'s portfolio in Q2 2026, its #143 holding.
Y-Intercept (HK) first reported a position in Guidewire Software in Q1 2024 and has held it in 6 quarters since.
70 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.