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Capital Advisors Ltd’s Guidewire Software GWRE Stock Holding History

Capital Advisors Ltd’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 		– Sell
-3
Closed – – 1454
2026
Q1 		$0 Buy
+3
New +$456 ﹤0.01% 1464
2024
Q2 		– Sell
-6
Closed -$1K – 1496
2024
Q1 		$1K Buy
+6
New +$686 ﹤0.01% 1191
2022
Q4 		– Sell
-17
Closed -$1K – 1381
2022
Q3 		$1K Buy
17
+4
+31% +$289 ﹤0.01% 1022
2022
Q2 		$1K Sell
13
-5
-28% -$409 ﹤0.01% 788
2022
Q1 		$2K Buy
+18
New +$1.72K ﹤0.01% 636

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LP
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Vanguard Portfolio Management
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Vanguard Capital Management
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DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
State Street
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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

Capital Advisors Ltd's GWRE Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 3 shares.

Capital Advisors Ltd first reported a position in GWRE in Q1 2022 and held it in 5 quarters. The position peaked at $2K in Q1 2022. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 3 Guidewire Software shares in Q2 2026.
  • Capital Advisors Ltd first reported a position in Guidewire Software in Q1 2022 and held it in 5 quarters.
  • Capital Advisors Ltd's Guidewire Software position peaked at $2K in Q1 2022.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.