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 Q2	$787K	Sell	6,396 -257	-4%	-$34.3K	0.03%	142
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

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

Aviso Financial's GWRE Position: Q2 2026 in Review

Aviso Financial reduced its Guidewire Software (GWRE) stake by 3.9% in Q2 2026, selling an estimated $34.3K and leaving 6,396 shares worth $787K. The position accounts for 0.03% of the portfolio, ranked #142.

Aviso Financial first reported a position in GWRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.57M in Q2 2024. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Aviso Financial held 6,396 shares of Guidewire Software worth $787K as of Q2 2026.
Aviso Financial sold 257 Guidewire Software shares in Q2 2026, an estimated $34.3K.
Guidewire Software made up 0.03% of Aviso Financial's portfolio in Q2 2026, its #142 holding.
Aviso Financial first reported a position in Guidewire Software in Q2 2024 and has held it in 9 quarters since.
Aviso Financial's Guidewire Software position peaked at $1.57M in Q2 2024.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.