Bradley & Co Private Wealth Management’s Guidewire Software GWRE Stock Holding History

Bradley & Co Private Wealth Management’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	$14.8K	Hold	99	–	–	0.01%	124
2025 Q4	$19.9K	Hold	99	–	–	0.01%	113
2025 Q3	$22.8K	Hold	99	–	–	0.01%	103
2025 Q2	$23.3K	Hold	99	–	–	0.01%	96
2025 Q1	$18.5K	Hold	99	–	–	0.01%	106
2024 Q4	$16.7K	Buy	+99	New	+$18.5K	0.01%	107
2024 Q2	$13.7K	Hold	99	–	–	0.01%	109
2024 Q1	$11.6K	Hold	99	–	–	0.01%	117
2023 Q4	$10.8K	Hold	99	–	–	0.01%	121
2023 Q3	$8.91K	Hold	99	–	–	0.01%	115
2023 Q2	$7.53K	Hold	99	–	–	0.01%	118
2023 Q1	$8.12K	Hold	99	–	–	0.01%	119
2022 Q4	$6.19K	Hold	99	–	–	0.01%	130
2022 Q3	$6K	Hold	99	–	–	0.01%	139
2022 Q2	$7K	Hold	99	–	–	0.01%	141
2022 Q1	$9K	Hold	99	–	–	0.01%	130
2021 Q4	$11K	Hold	99	–	–	0.01%	130
2021 Q3	$12K	Hold	99	–	–	0.01%	134
2021 Q2	$11K	Hold	99	–	–	0.01%	138
2021 Q1	$10K	Buy	+99	New	+$11.5K	0.01%	140

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

Bradley & Co Private Wealth Management's GWRE Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Guidewire Software (GWRE) position steady in Q1 2026 at 99 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #124.

Bradley & Co Private Wealth Management first reported a position in GWRE in Q1 2021 and has held it in 20 quarters since. The position peaked at $23.3K in Q2 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

Bradley & Co Private Wealth Management held 99 shares of Guidewire Software worth $14.8K as of Q1 2026.
Bradley & Co Private Wealth Management left its Guidewire Software share count unchanged in Q1 2026.
Guidewire Software made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #124 holding.
Bradley & Co Private Wealth Management first reported a position in Guidewire Software in Q1 2021 and has held it in 20 quarters since.
Bradley & Co Private Wealth Management's Guidewire Software position peaked at $23.3K in Q2 2025.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.