Aviso Financial’s Guidewire Software GWRE Stock Holding History

Aviso Financial’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	$995K	Buy	6,653 +1,972	+42%	+$300K	0.04%	155
2025 Q4	$941K	Sell	4,681 -1	-0%	-$221	0.04%	160
2025 Q3	$1.08M	Sell	4,682 -224	-5%	-$50.9K	0.04%	157
2025 Q2	$1.16M	Sell	4,906 -108	-2%	-$23.2K	0.05%	144
2025 Q1	$939K	Sell	5,014 -1,946	-28%	-$378K	0.05%	150
2024 Q4	$1.17M	Sell	6,960 -1,485	-18%	-$277K	0.06%	133
2024 Q3	$1.54M	Sell	8,445 -2,980	-26%	-$453K	0.08%	108
2024 Q2	$1.57M	Buy	+11,425	New	+$1.37M	0.09%	99

Other funds holding GWRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Aviso Financial's GWRE Position: Q1 2026 in Review

Aviso Financial increased its Guidewire Software (GWRE) stake by 42% in Q1 2026, buying an estimated $300K and bringing the position to 6,653 shares worth $995K. The position accounts for 0.04% of the portfolio, ranked #155.

Aviso Financial first reported a position in GWRE in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.57M in Q2 2024. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

Aviso Financial held 6,653 shares of Guidewire Software worth $995K as of Q1 2026.
Aviso Financial bought 1,972 Guidewire Software shares in Q1 2026, an estimated $300K.
Guidewire Software made up 0.04% of Aviso Financial's portfolio in Q1 2026, its #155 holding.
Aviso Financial first reported a position in Guidewire Software in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Guidewire Software position peaked at $1.57M in Q2 2024.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.