Yorktown Management & Research Company’s Guidewire Software GWRE Stock Holding History

Yorktown Management & Research Company’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	–	Sell	-1,400	Closed	-$281K	–	225
2025 Q4	$281K	Hold	1,400	–	–	0.23%	182
2025 Q3	$322K	Hold	1,400	–	–	0.26%	160
2025 Q2	$330K	Hold	1,400	–	–	0.31%	153
2025 Q1	$262K	Buy	+1,400	New	+$272K	0.29%	172
2022 Q1	–	Sell	-5,100	Closed	-$579K	–	239
2021 Q4	$579K	Hold	5,100	–	–	0.39%	96
2021 Q3	$606K	Hold	5,100	–	–	0.46%	64
2021 Q2	$575K	Buy	5,100 +1,900	+59%	+$198K	0.45%	60
2021 Q1	$325K	Hold	3,200	–	–	0.27%	136
2020 Q4	$412K	Hold	3,200	–	–	0.37%	125
2020 Q3	$334K	Hold	3,200	–	–	0.31%	163
2020 Q2	$355K	Buy	+3,200	New	+$307K	0.32%	96
2020 Q1	–	Sell	-2,700	Closed	-$296K	–	274
2019 Q4	$296K	Hold	2,700	–	–	0.16%	193
2019 Q3	$285K	Buy	+2,700	New	+$272K	0.15%	183

Other funds holding GWRE

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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 $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Yorktown Management & Research Company's GWRE Position: Q1 2026 in Review

Yorktown Management & Research Company sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 1,400 shares — an estimated $281K sold.

Yorktown Management & Research Company first reported a position in GWRE in Q3 2019 and held it in 13 quarters. The position peaked at $606K in Q3 2021. 595 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

Yorktown Management & Research Company reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
Yorktown Management & Research Company sold 1,400 Guidewire Software shares in Q1 2026, an estimated $281K.
Yorktown Management & Research Company first reported a position in Guidewire Software in Q3 2019 and held it in 13 quarters.
Yorktown Management & Research Company's Guidewire Software position peaked at $606K in Q3 2021.
595 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Yorktown Management & Research Company's 13F filing for Q1 2026, filed 20 Apr 2026.