Superior Planning, LLC’s Guidewire Software GWRE Stock Holding History

Superior Planning, LLC’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 Q3	$285	Buy	+2	New	+$318	﹤0.01%	1989

Other funds holding GWRE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Superior Planning, LLC's GWRE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Guidewire Software (GWRE) in Q3 2026: 2 shares worth $285. The stake represents ﹤0.01% of the portfolio and ranks #1989 among its holdings.

365 funds tracked by Wall St. Rank hold GWRE as of Q3 2026.

Superior Planning, LLC held 2 shares of Guidewire Software worth $285 as of Q3 2026.
Guidewire Software was a new Superior Planning, LLC position in Q3 2026.
Guidewire Software made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1989 holding.
365 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.