AWA
GWRE icon

Arkadios Wealth Advisors’s Guidewire Software GWRE Stock Holding History

Arkadios Wealth Advisors’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 		$231K Sell
1,545
-2,182
-59% -$332K ﹤0.01% 1497
2025
Q4 		$749K Sell
3,727
-12
-0.3% -$2.65K 0.01% 833
2025
Q3 		$859K Buy
3,739
+62
+2% +$14.1K 0.02% 702
2025
Q2 		$866K Buy
3,677
+425
+13% +$91.3K 0.03% 621
2025
Q1 		$609K Buy
3,252
+485
+18% +$94.3K 0.02% 631
2024
Q4 		$466K Buy
2,767
+301
+12% +$56.2K 0.03% 570
2024
Q3 		$451K Sell
2,466
-370
-13% -$56.2K 0.03% 578
2024
Q2 		$391K Sell
2,836
-219
-7% -$26.3K 0.03% 548
2024
Q1 		$357K Sell
3,055
-252
-8% -$28.8K 0.03% 481
2023
Q4 		$361K Sell
3,307
-472
-12% -$45K 0.03% 460
2023
Q3 		$340K Sell
3,779
-239
-6% -$20K 0.03% 446
2023
Q2 		$306K Buy
+4,018
New +$308K 0.04% 437
2021
Q4 		– Sell
-3
Closed – – 1075
2021
Q3 		$0 Hold
3
– – ﹤0.01% 1939
2021
Q2 		$0 Hold
3
– – ﹤0.01% 1981
2021
Q1 		$0 Buy
+3
New +$349 ﹤0.01% 1682

Other funds holding GWRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Arkadios Wealth Advisors's GWRE Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Guidewire Software (GWRE) stake by 59% in Q1 2026, selling an estimated $332K and leaving 1,545 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Arkadios Wealth Advisors first reported a position in GWRE in Q1 2021 and has held it in 15 quarters since. The position peaked at $866K in Q2 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Arkadios Wealth Advisors held 1,545 shares of Guidewire Software worth $231K as of Q1 2026.
  • Arkadios Wealth Advisors sold 2,182 Guidewire Software shares in Q1 2026, an estimated $332K.
  • Guidewire Software made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1497 holding.
  • Arkadios Wealth Advisors first reported a position in Guidewire Software in Q1 2021 and has held it in 15 quarters since.
  • Arkadios Wealth Advisors's Guidewire Software position peaked at $866K in Q2 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.