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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
Q2 		$386K Sell
3,141
-3,558
-53% -$474K 0.01% 909
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

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
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

Callan Family Office's GWRE Position: Q2 2026 in Review

Callan Family Office reduced its Guidewire Software (GWRE) stake by 53% in Q2 2026, selling an estimated $474K and leaving 3,141 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #909.

Callan Family Office first reported a position in GWRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.18M in Q4 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Callan Family Office held 3,141 shares of Guidewire Software worth $386K as of Q2 2026.
  • Callan Family Office sold 3,558 Guidewire Software shares in Q2 2026, an estimated $474K.
  • Guidewire Software made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #909 holding.
  • Callan Family Office first reported a position in Guidewire Software in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's Guidewire Software position peaked at $1.18M in Q4 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.