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Ballentine Partners’s Guidewire Software GWRE Stock Holding History

Ballentine Partners’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 		– Sell
-2,271
Closed -$340K – 1102
2026
Q1 		$340K Buy
2,271
+849
+60% +$129K ﹤0.01% 682
2025
Q4 		$286K Sell
1,422
-281
-17% -$62.2K ﹤0.01% 735
2025
Q3 		$391K Buy
1,703
+242
+17% +$55K 0.01% 589
2025
Q2 		$344K Buy
1,461
+276
+23% +$59.3K 0.01% 630
2025
Q1 		$222K Buy
+1,185
New +$230K ﹤0.01% 754

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Ballentine Partners's GWRE Position: Q2 2026 in Review

Ballentine Partners sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 2,271 shares — an estimated $340K sold.

Ballentine Partners first reported a position in GWRE in Q1 2025 and held it in 5 quarters. The position peaked at $391K in Q3 2025. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Ballentine Partners reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
  • Ballentine Partners sold 2,271 Guidewire Software shares in Q2 2026, an estimated $340K.
  • Ballentine Partners first reported a position in Guidewire Software in Q1 2025 and held it in 5 quarters.
  • Ballentine Partners's Guidewire Software position peaked at $391K in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.