AFGAS
GWRE icon

Allegiance Financial Group Advisory Services’s Guidewire Software GWRE Stock Holding History

Allegiance Financial Group Advisory Services’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
-2,175
Closed -$437K – 206
2025
Q4 		$437K Sell
2,175
-24
-1% -$5.31K 0.09% 86
2025
Q3 		$505K Sell
2,199
-1
-0% -$227 0.12% 65
2025
Q2 		$518K Buy
2,200
+8
+0.4% +$1.72K 0.14% 59
2025
Q1 		$411K Buy
2,192
+605
+38% +$118K 0.12% 66
2024
Q4 		$268K Buy
+1,587
New +$296K 0.09% 73

Other funds holding GWRE

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
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

Allegiance Financial Group Advisory Services's GWRE Position: Q1 2026 in Review

Allegiance Financial Group Advisory Services sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 2,175 shares — an estimated $437K sold.

Allegiance Financial Group Advisory Services first reported a position in GWRE in Q4 2024 and held it in 5 quarters. The position peaked at $518K in Q2 2025. 597 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Allegiance Financial Group Advisory Services reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 2,175 Guidewire Software shares in Q1 2026, an estimated $437K.
  • Allegiance Financial Group Advisory Services first reported a position in Guidewire Software in Q4 2024 and held it in 5 quarters.
  • Allegiance Financial Group Advisory Services's Guidewire Software position peaked at $518K in Q2 2025.
  • 597 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.