Beta Wealth Group’s Guidewire Software GWRE Stock Holding History

Beta Wealth Group’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	$299K	Hold	2,000	–	–	0.12%	101
2025 Q4	$402K	Hold	2,000	–	–	0.16%	91
2025 Q3	$460K	Hold	2,000	–	–	0.18%	90
2025 Q2	$471K	Hold	2,000	–	–	0.17%	76
2025 Q1	$375K	Hold	2,000	–	–	0.13%	79
2024 Q4	$337K	Hold	2,000	–	–	0.15%	89
2024 Q3	$366K	Hold	2,000	–	–	0.17%	85
2024 Q2	$276K	Buy	+2,000	New	+$241K	0.13%	90

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

Beta Wealth Group's GWRE Position: Q1 2026 in Review

Beta Wealth Group held its Guidewire Software (GWRE) position steady in Q1 2026 at 2,000 shares worth $299K. The position accounts for 0.12% of the portfolio, ranked #101.

Beta Wealth Group first reported a position in GWRE in Q2 2024 and has held it in 8 quarters since. The position peaked at $471K in Q2 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

Beta Wealth Group held 2,000 shares of Guidewire Software worth $299K as of Q1 2026.
Beta Wealth Group left its Guidewire Software share count unchanged in Q1 2026.
Guidewire Software made up 0.12% of Beta Wealth Group's portfolio in Q1 2026, its #101 holding.
Beta Wealth Group first reported a position in Guidewire Software in Q2 2024 and has held it in 8 quarters since.
Beta Wealth Group's Guidewire Software position peaked at $471K in Q2 2025.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.