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 Q2	$246K	Hold	2,000	–	–	0.09%	110
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

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

Beta Wealth Group's GWRE Position: Q2 2026 in Review

Beta Wealth Group held its Guidewire Software (GWRE) position steady in Q2 2026 at 2,000 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #110.

Beta Wealth Group first reported a position in GWRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $471K in Q2 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Beta Wealth Group held 2,000 shares of Guidewire Software worth $246K as of Q2 2026.
Beta Wealth Group left its Guidewire Software share count unchanged in Q2 2026.
Guidewire Software made up 0.09% of Beta Wealth Group's portfolio in Q2 2026, its #110 holding.
Beta Wealth Group first reported a position in Guidewire Software in Q2 2024 and has held it in 9 quarters since.
Beta Wealth Group's Guidewire Software position peaked at $471K in Q2 2025.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.