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Advisors Asset Management’s Guidewire Software GWRE Stock Holding History

Advisors Asset 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 		$173K Buy
1,402
+212
+18% +$28.3K ﹤0.01% 1189
2026
Q1 		$178K Buy
1,190
+117
+11% +$17.8K ﹤0.01% 1171
2025
Q4 		$216K Buy
1,073
+315
+42% +$69.7K ﹤0.01% 1121
2025
Q3 		$174K Buy
758
+381
+101% +$86.7K ﹤0.01% 1142
2025
Q2 		$88.8K Buy
377
+246
+188% +$52.9K ﹤0.01% 1216
2025
Q1 		$24.5K Buy
+131
New +$25.5K ﹤0.01% 1347

Other funds holding GWRE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
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

Advisors Asset Management's GWRE Position: Q2 2026 in Review

Advisors Asset Management increased its Guidewire Software (GWRE) stake by 18% in Q2 2026, buying an estimated $28.3K and bringing the position to 1,402 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Advisors Asset Management first reported a position in GWRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $216K in Q4 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Advisors Asset Management held 1,402 shares of Guidewire Software worth $173K as of Q2 2026.
  • Advisors Asset Management bought 212 Guidewire Software shares in Q2 2026, an estimated $28.3K.
  • Guidewire Software made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1189 holding.
  • Advisors Asset Management first reported a position in Guidewire Software in Q1 2025 and has held it in 6 quarters since.
  • Advisors Asset Management's Guidewire Software position peaked at $216K in Q4 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.