Action Point Financial Planning’s Guidewire Software GWRE Stock Holding History

Action Point Financial Planning’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	$28.5K	Buy	+233	New	+$31.1K	﹤0.01%	1010

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

Action Point Financial Planning's GWRE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Guidewire Software (GWRE) in Q2 2026: 233 shares worth $28.5K. The stake represents ﹤0.01% of the portfolio and ranks #1010 among its holdings.

543 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Action Point Financial Planning held 233 shares of Guidewire Software worth $28.5K as of Q2 2026.
Guidewire Software was a new Action Point Financial Planning position in Q2 2026.
Guidewire Software made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1010 holding.
543 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.