Avion Wealth’s Guidewire Software GWRE Stock Holding History

Avion Wealth’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	$4K	Buy	40 +2	+5%	+$267	﹤0.01%	846
2026 Q1	$5K	Buy	38 +27	+245%	+$4.11K	﹤0.01%	667
2025 Q4	$2K	Buy	11 +3	+38%	+$664	﹤0.01%	872
2025 Q3	$1K	Buy	8 +2	+33%	+$455	﹤0.01%	1019
2025 Q2	$1K	Buy	6 +3	+100%	+$645	﹤0.01%	979
2025 Q1	$0	Buy	+3	New	+$583	﹤0.01%	1165
2024 Q4	–	Sell	-3	Closed	–	–	1123
2024 Q3	$0	Buy	+3	New	+$456	﹤0.01%	1145

Other funds holding GWRE

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Avion Wealth's GWRE Position: Q2 2026 in Review

Avion Wealth increased its Guidewire Software (GWRE) stake by 5.3% in Q2 2026, buying an estimated $267 and bringing the position to 40 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Avion Wealth first reported a position in GWRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $5K in Q1 2026. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Avion Wealth held 40 shares of Guidewire Software worth $4K as of Q2 2026.
Avion Wealth bought 2 Guidewire Software shares in Q2 2026, an estimated $267.
Guidewire Software made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #846 holding.
Avion Wealth first reported a position in Guidewire Software in Q3 2024 and has held it in 7 quarters since.
Avion Wealth's Guidewire Software position peaked at $5K in Q1 2026.
547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.