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Birchwood Financial Partners’s Guidewire Software GWRE Stock Holding History

Birchwood Financial 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 		$4.43K Hold
36
– – ﹤0.01% 311
2026
Q1 		$5.38K Sell
36
-1
-3% -$152 0.01% 307
2025
Q4 		$7.44K Buy
+37
New +$8.18K 0.01% 293

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DCP
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ROIC
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Birchwood Financial Partners's GWRE Position: Q2 2026 in Review

Birchwood Financial Partners held its Guidewire Software (GWRE) position steady in Q2 2026 at 36 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Birchwood Financial Partners first reported a position in GWRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.44K in Q4 2025. 545 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Birchwood Financial Partners held 36 shares of Guidewire Software worth $4.43K as of Q2 2026.
  • Birchwood Financial Partners left its Guidewire Software share count unchanged in Q2 2026.
  • Guidewire Software made up ﹤0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #311 holding.
  • Birchwood Financial Partners first reported a position in Guidewire Software in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Guidewire Software position peaked at $7.44K in Q4 2025.
  • 545 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.