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Bogart Wealth LLC’s Guidewire Software GWRE Stock Holding History

Bogart Wealth LLC’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 		$15.6K Sell
127
-119
-48% -$15.9K ﹤0.01% 872
2026
Q1 		$36.8K Buy
246
+138
+128% +$21K ﹤0.01% 575
2025
Q4 		$21.7K Sell
108
-2
-2% -$442 ﹤0.01% 658
2025
Q3 		$25.3K Buy
110
+2
+2% +$455 ﹤0.01% 609
2025
Q2 		$25.4K Hold
108
– – ﹤0.01% 580
2025
Q1 		$20.2K Hold
108
– – ﹤0.01% 582
2024
Q4 		$18.2K Hold
108
– – ﹤0.01% 604
2024
Q3 		$19.8K Hold
108
– – ﹤0.01% 560
2024
Q2 		$14.9K Hold
108
– – ﹤0.01% 587
2024
Q1 		$12.6K Hold
108
– – ﹤0.01% 606
2023
Q4 		$11.8K Hold
108
– – ﹤0.01% 587
2023
Q3 		$9.72K Hold
108
– – ﹤0.01% 595
2023
Q2 		$8.22K Hold
108
– – ﹤0.01% 621
2023
Q1 		$8.86K Buy
+108
New +$7.85K ﹤0.01% 614

Other funds holding GWRE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Bogart Wealth LLC's GWRE Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Guidewire Software (GWRE) stake by 48% in Q2 2026, selling an estimated $15.9K and leaving 127 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Bogart Wealth LLC first reported a position in GWRE in Q1 2023 and has held it in 14 quarters since. The position peaked at $36.8K in Q1 2026. 102 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Bogart Wealth LLC held 127 shares of Guidewire Software worth $15.6K as of Q2 2026.
  • Bogart Wealth LLC sold 119 Guidewire Software shares in Q2 2026, an estimated $15.9K.
  • Guidewire Software made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #872 holding.
  • Bogart Wealth LLC first reported a position in Guidewire Software in Q1 2023 and has held it in 14 quarters since.
  • Bogart Wealth LLC's Guidewire Software position peaked at $36.8K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

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