Activest Wealth Management’s Guidewire Software GWRE Stock Holding History

Activest Wealth Management’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	$369	Sell	3 -46	-94%	-$6.13K	﹤0.01%	1099
2026 Q1	$7.33K	Sell	49 -15	-23%	-$2.28K	﹤0.01%	751
2025 Q4	$12.9K	Buy	64 +30	+88%	+$6.64K	﹤0.01%	607
2025 Q3	$7.82K	Buy	34 +23	+209%	+$5.23K	﹤0.01%	564
2025 Q2	$2.59K	Buy	+11	New	+$2.36K	﹤0.01%	648

Other funds holding GWRE

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Activest Wealth Management's GWRE Position: Q2 2026 in Review

Activest Wealth Management reduced its Guidewire Software (GWRE) stake by 94% in Q2 2026, selling an estimated $6.13K and leaving 3 shares worth $369. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Activest Wealth Management first reported a position in GWRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.9K in Q4 2025. 165 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Activest Wealth Management held 3 shares of Guidewire Software worth $369 as of Q2 2026.
Activest Wealth Management sold 46 Guidewire Software shares in Q2 2026, an estimated $6.13K.
Guidewire Software made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1099 holding.
Activest Wealth Management first reported a position in Guidewire Software in Q2 2025 and has held it in 5 quarters since.
Activest Wealth Management's Guidewire Software position peaked at $12.9K in Q4 2025.
165 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.