AssetMark Inc
GWRE icon

AssetMark Inc’s Guidewire Software GWRE Stock Holding History

AssetMark Inc’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 		$489K Buy
3,978
+3,759
+1,716% +$501K ﹤0.01% 1235
2026
Q1 		$32.8K Sell
219
-3,928
-95% -$598K ﹤0.01% 1888
2025
Q4 		$834K Buy
4,147
+412
+11% +$91.1K ﹤0.01% 1055
2025
Q3 		$859K Buy
3,735
+421
+13% +$95.7K ﹤0.01% 1004
2025
Q2 		$780K Buy
3,314
+579
+21% +$124K ﹤0.01% 973
2025
Q1 		$512K Buy
2,735
+2,555
+1,419% +$497K ﹤0.01% 981
2024
Q4 		$30.3K Buy
180
+8
+5% +$1.49K ﹤0.01% 1550
2024
Q3 		$31.5K Buy
172
+145
+537% +$22K ﹤0.01% 1394
2024
Q2 		$3.72K Buy
+27
New +$3.25K ﹤0.01% 1637
2024
Q1 		– Sell
-25
Closed -$2.73K – 2004
2023
Q4 		$2.73K Buy
25
+23
+1,150% +$2.19K ﹤0.01% 1507
2023
Q3 		$180 Buy
+2
New +$167 ﹤0.01% 1635
2023
Q2 		– Sell
-29,902
Closed -$2.45M – 1611
2023
Q1 		$2.45M Buy
29,902
+7,508
+34% +$546K 0.01% 420
2022
Q4 		$1.4M Buy
22,394
+4,456
+25% +$264K 0.01% 504
2022
Q3 		$1.1M Buy
17,938
+3,969
+28% +$287K 0.01% 490
2022
Q2 		$992K Buy
13,969
+6,072
+77% +$497K ﹤0.01% 496
2022
Q1 		$747K Buy
7,897
+5,104
+183% +$488K ﹤0.01% 540
2021
Q4 		$317K Buy
2,793
+2,779
+19,850% +$330K ﹤0.01% 619
2021
Q3 		$2K Buy
+14
New +$1.62K ﹤0.01% 1264
2021
Q2 		– Sell
-4
Closed – – 1409
2021
Q1 		$0 Buy
+4
New +$465 ﹤0.01% 1414
2016
Q1 		– Sell
-17,220
Closed -$1.04M – 1276
2015
Q4 		$1.04M Buy
+17,220
New +$997K 0.02% 272

Other funds holding GWRE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Parnassus Investments
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RP
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc's GWRE Position: Q2 2026 in Review

AssetMark Inc increased its Guidewire Software (GWRE) stake by 1,716% in Q2 2026, buying an estimated $501K and bringing the position to 3,978 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

AssetMark Inc first reported a position in GWRE in Q4 2015 and has held it in 20 quarters since. The position peaked at $2.45M in Q1 2023. 176 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • AssetMark Inc held 3,978 shares of Guidewire Software worth $489K as of Q2 2026.
  • AssetMark Inc bought 3,759 Guidewire Software shares in Q2 2026, an estimated $501K.
  • Guidewire Software made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1235 holding.
  • AssetMark Inc first reported a position in Guidewire Software in Q4 2015 and has held it in 20 quarters since.
  • AssetMark Inc's Guidewire Software position peaked at $2.45M in Q1 2023.
  • 176 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.