Baron Wealth Management’s Guidewire Software GWRE Stock Holding History

Baron 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	–	Sell	-1,436	Closed	-$215K	–	311
2026 Q1	$215K	Sell	1,436 -139	-9%	-$21.2K	0.06%	247
2025 Q4	$317K	Sell	1,575 -3	-0.2%	-$664	0.1%	166
2025 Q3	$363K	Sell	1,578 -22	-1%	-$5K	0.12%	123
2025 Q2	$377K	Sell	1,600 -184	-10%	-$39.5K	0.13%	119
2025 Q1	$334K	Hold	1,784	–	–	0.15%	112
2024 Q4	$301K	Hold	1,784	–	–	0.14%	123
2024 Q3	$326K	Sell	1,784 -2	-0.1%	-$304	0.16%	109
2024 Q2	$246K	Sell	1,786 -10	-0.6%	-$1.2K	0.13%	138
2024 Q1	$210K	Buy	+1,796	New	+$205K	0.11%	172

Other funds holding GWRE

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

Baron Wealth Management sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 1,436 shares — an estimated $215K sold.

Baron Wealth Management first reported a position in GWRE in Q1 2024 and held it in 9 quarters. The position peaked at $377K in Q2 2025. 91 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Baron Wealth Management reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
Baron Wealth Management sold 1,436 Guidewire Software shares in Q2 2026, an estimated $215K.
Baron Wealth Management first reported a position in Guidewire Software in Q1 2024 and held it in 9 quarters.
Baron Wealth Management's Guidewire Software position peaked at $377K in Q2 2025.
91 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

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