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Benjamin Edwards Inc’s Guidewire Software GWRE Stock Holding History

Benjamin Edwards Inc’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 		$254K Sell
2,066
-284
-12% -$37.9K ﹤0.01% 1303
2026
Q1 		$351K Sell
2,350
-208
-8% -$31.7K ﹤0.01% 1111
2025
Q4 		$514K Sell
2,558
-1,746
-41% -$386K 0.01% 945
2025
Q3 		$989K Buy
4,304
+934
+28% +$212K 0.01% 697
2025
Q2 		$793K Buy
3,370
+1,381
+69% +$297K 0.01% 705
2025
Q1 		$373K Sell
1,989
-123
-6% -$23.9K 0.01% 883
2024
Q4 		$356K Buy
2,112
+34
+2% +$6.35K 0.01% 937
2024
Q3 		$380K Buy
2,078
+1,495
+256% +$227K 0.01% 887
2024
Q2 		$80K Sell
583
-44
-7% -$5.29K 0.02% 450
2024
Q1 		$73K Buy
627
+23
+4% +$2.63K 0.01% 442
2023
Q4 		$66K Buy
604
+2
+0.3% +$191 0.01% 453
2023
Q3 		$54K Buy
602
+1
+0.2% +$83 0.01% 448
2023
Q2 		$46K Sell
601
-176
-23% -$13.5K 0.01% 469
2023
Q1 		$64K Buy
777
+199
+34% +$14.5K 0.02% 428
2022
Q4 		$36K Buy
578
+100
+21% +$5.94K 0.01% 440
2022
Q3 		$29K Buy
478
+6
+1% +$434 0.01% 469
2022
Q2 		$34K Buy
472
+105
+29% +$8.59K 0.01% 464
2022
Q1 		$35K Buy
367
+363
+9,075% +$34.7K 0.01% 489
2021
Q4 		$0 Buy
+4
New +$474 ﹤0.01% 721

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Vanguard Portfolio Management
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DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
State Street
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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

Benjamin Edwards Inc's GWRE Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Guidewire Software (GWRE) stake by 12% in Q2 2026, selling an estimated $37.9K and leaving 2,066 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Benjamin Edwards Inc first reported a position in GWRE in Q4 2021 and has held it in 19 quarters since. The position peaked at $989K in Q3 2025. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Benjamin Edwards Inc held 2,066 shares of Guidewire Software worth $254K as of Q2 2026.
  • Benjamin Edwards Inc sold 284 Guidewire Software shares in Q2 2026, an estimated $37.9K.
  • Guidewire Software made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1303 holding.
  • Benjamin Edwards Inc first reported a position in Guidewire Software in Q4 2021 and has held it in 19 quarters since.
  • Benjamin Edwards Inc's Guidewire Software position peaked at $989K in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.