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Cape Investment Advisory’s Guidewire Software GWRE Stock Holding History

Cape Investment Advisory’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
Q3 		$1.28K Sell
9
-9
-50% -$1.43K ﹤0.01% 1321
2026
Q2 		$2.21K Buy
+18
New +$2.4K ﹤0.01% 1219
2026
Q1 		– Sell
-2
Closed -$402 – 607
2025
Q4 		$402 Buy
+2
New +$442 ﹤0.01% 1259

Other funds holding GWRE

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

Cape Investment Advisory's GWRE Position: Q3 2026 in Review

Cape Investment Advisory reduced its Guidewire Software (GWRE) stake by 50% in Q3 2026, selling an estimated $1.43K and leaving 9 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Cape Investment Advisory first reported a position in GWRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.21K in Q2 2026. 28 funds tracked by Wall St. Rank hold GWRE as of Q3 2026.

  • Cape Investment Advisory held 9 shares of Guidewire Software worth $1.28K as of Q3 2026.
  • Cape Investment Advisory sold 9 Guidewire Software shares in Q3 2026, an estimated $1.43K.
  • Guidewire Software made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1321 holding.
  • Cape Investment Advisory first reported a position in Guidewire Software in Q4 2025 and has held it in 3 quarters since.
  • Cape Investment Advisory's Guidewire Software position peaked at $2.21K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.