AssetMark Inc
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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
Q3 		$587K Buy
4,116
+138
+3% +$21.9K ﹤0.01% 1207
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% +$2.2K ﹤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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AssetMark Inc's GWRE Position: Q3 2026 in Review

AssetMark Inc increased its Guidewire Software (GWRE) stake by 3.5% in Q3 2026, buying an estimated $21.9K and bringing the position to 4,116 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

AssetMark Inc first reported a position in GWRE in Q4 2015 and has held it in 21 quarters since. The position peaked at $2.45M in Q1 2023. 232 funds tracked by Wall St. Rank hold GWRE as of Q3 2026.

  • AssetMark Inc held 4,116 shares of Guidewire Software worth $587K as of Q3 2026.
  • AssetMark Inc bought 138 Guidewire Software shares in Q3 2026, an estimated $21.9K.
  • Guidewire Software made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1207 holding.
  • AssetMark Inc first reported a position in Guidewire Software in Q4 2015 and has held it in 21 quarters since.
  • AssetMark Inc's Guidewire Software position peaked at $2.45M in Q1 2023.
  • 232 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.