AWM
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Avior Wealth Management’s Guidewire Software GWRE Stock Holding History

Avior Wealth Management’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 		$225K Buy
+1,827
New +$244K 0.01% 727
2025
Q1 		– Sell
-53
Closed -$8.93K – 1412
2024
Q4 		$8.93K Hold
53
– – ﹤0.01% 1663
2024
Q3 		$9.7K Hold
53
– – ﹤0.01% 1570
2024
Q2 		$7.31K Sell
53
-222
-81% -$26.7K ﹤0.01% 1601
2024
Q1 		$32.1K Buy
275
+222
+419% +$25.4K ﹤0.01% 1409
2023
Q4 		$5.78K Hold
53
– – ﹤0.01% 1105
2023
Q3 		$4.77K Hold
53
– – ﹤0.01% 1201
2023
Q2 		$4.03K Hold
53
– – ﹤0.01% 1239
2023
Q1 		$4.35K Buy
+53
New +$3.85K ﹤0.01% 1241
2020
Q2 		– Sell
-3,220
Closed -$255K – 936
2020
Q1 		$255K Hold
3,220
– – 0.05% 298
2019
Q4 		$353K Sell
3,220
-990
-24% -$111K 0.06% 285
2019
Q3 		$443K Hold
4,210
– – 0.08% 239
2019
Q2 		$427K Hold
4,210
– – 0.08% 234
2019
Q1 		$409K Buy
4,210
+1,370
+48% +$122K 0.09% 233
2018
Q4 		$227K Buy
2,840
+50
+2% +$4.36K 0.05% 289
2018
Q3 		$282K Buy
2,790
+1,190
+74% +$114K 0.06% 273
2018
Q2 		$142K Buy
+1,600
New +$142K 0.03% 402

Other funds holding GWRE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
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

Avior Wealth Management's GWRE Position: Q2 2026 in Review

Avior Wealth Management opened a new position in Guidewire Software (GWRE) in Q2 2026: 1,827 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #727 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in GWRE as recently as Q4 2024.

Avior Wealth Management first reported a position in GWRE in Q2 2018 and has held it in 17 quarters since. The position peaked at $443K in Q3 2019. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Avior Wealth Management held 1,827 shares of Guidewire Software worth $225K as of Q2 2026.
  • Guidewire Software was a new Avior Wealth Management position in Q2 2026.
  • Guidewire Software made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #727 holding.
  • Avior Wealth Management first reported a position in Guidewire Software in Q2 2018 and has held it in 17 quarters since.
  • Avior Wealth Management's Guidewire Software position peaked at $443K in Q3 2019.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.