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Callan Family Office’s Guidewire Software GWRE Stock Holding History

Callan Family Office’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 		$1M Buy
6,699
+816
+14% +$124K 0.02% 557
2025
Q4 		$1.18M Buy
5,883
+4,226
+255% +$935K 0.03% 507
2025
Q3 		$381K Sell
1,657
-310
-16% -$70.5K 0.01% 626
2025
Q2 		$463K Buy
+1,967
New +$423K 0.01% 613

Other funds holding GWRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
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

Callan Family Office's GWRE Position: Q1 2026 in Review

Callan Family Office increased its Guidewire Software (GWRE) stake by 14% in Q1 2026, buying an estimated $124K and bringing the position to 6,699 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #557.

Callan Family Office first reported a position in GWRE in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.18M in Q4 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Callan Family Office held 6,699 shares of Guidewire Software worth $1M as of Q1 2026.
  • Callan Family Office bought 816 Guidewire Software shares in Q1 2026, an estimated $124K.
  • Guidewire Software made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #557 holding.
  • Callan Family Office first reported a position in Guidewire Software in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Guidewire Software position peaked at $1.18M in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.