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Capital Performance Advisors’s Guidewire Software GWRE Stock Holding History

Capital Performance Advisors’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 		– Sell
-1,117
Closed -$225K – 488
2025
Q4 		$225K Buy
1,117
+128
+13% +$28.3K 0.02% 389
2025
Q3 		$227K Buy
989
+51
+5% +$11.6K 0.04% 290
2025
Q2 		$221K Buy
+938
New +$202K 0.04% 229
2024
Q4 		– Sell
-899
Closed -$164K – 1199
2024
Q3 		$164K Buy
+899
New +$137K 0.05% 130

Other funds holding GWRE

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Capital Performance Advisors's GWRE Position: Q1 2026 in Review

Capital Performance Advisors sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 1,117 shares — an estimated $225K sold.

Capital Performance Advisors first reported a position in GWRE in Q3 2024 and held it in 4 quarters. The position peaked at $227K in Q3 2025. 597 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Capital Performance Advisors reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 1,117 Guidewire Software shares in Q1 2026, an estimated $225K.
  • Capital Performance Advisors first reported a position in Guidewire Software in Q3 2024 and held it in 4 quarters.
  • Capital Performance Advisors's Guidewire Software position peaked at $227K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.