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AE Wealth Management’s Guidewire Software GWRE Stock Holding History

AE 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
Q1 		– Sell
-2,024
Closed -$407K – 2634
2025
Q4 		$407K Buy
2,024
+19
+0.9% +$4.2K ﹤0.01% 1156
2025
Q3 		$461K Buy
2,005
+216
+12% +$49.1K ﹤0.01% 1007
2025
Q2 		$421K Sell
1,789
-35
-2% -$7.52K ﹤0.01% 985
2025
Q1 		$342K Buy
+1,824
New +$355K ﹤0.01% 1036
2020
Q4 		– Sell
-23,599
Closed -$2.46M – 1384
2020
Q3 		$2.46M Buy
23,599
+8,506
+56% +$956K 0.04% 380
2020
Q2 		$1.67M Buy
15,093
+7,904
+110% +$759K 0.03% 464
2020
Q1 		$570K Buy
7,189
+3,543
+97% +$370K 0.01% 638
2019
Q4 		$400K Buy
+3,646
New +$408K 0.01% 804

Other funds holding GWRE

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LP
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BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

AE Wealth Management's GWRE Position: Q1 2026 in Review

AE Wealth Management sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 2,024 shares — an estimated $407K sold.

AE Wealth Management first reported a position in GWRE in Q4 2019 and held it in 8 quarters. The position peaked at $2.46M in Q3 2020. 597 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • AE Wealth Management reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 2,024 Guidewire Software shares in Q1 2026, an estimated $407K.
  • AE Wealth Management first reported a position in Guidewire Software in Q4 2019 and held it in 8 quarters.
  • AE Wealth Management's Guidewire Software position peaked at $2.46M in Q3 2020.
  • 597 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.