CAPTRUST Financial Advisors
GWRE icon

CAPTRUST Financial Advisors’s Guidewire Software GWRE Stock Holding History

CAPTRUST Financial 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 		$1.32M Sell
8,824
-4,162
-32% -$633K ﹤0.01% 1443
2025
Q4 		$2.61M Sell
12,986
-1,070
-8% -$237K 0.01% 956
2025
Q3 		$3.23M Buy
14,056
+1,495
+12% +$340K 0.01% 810
2025
Q2 		$2.96M Buy
12,561
+902
+8% +$194K 0.01% 802
2025
Q1 		$2.18M Buy
11,659
+275
+2% +$53.5K 0.01% 871
2024
Q4 		$1.92M Sell
11,384
-1,870
-14% -$349K 0.01% 903
2024
Q3 		$2.42M Buy
13,254
+153
+1% +$23.2K 0.01% 786
2024
Q2 		$1.81M Buy
13,101
+1,881
+17% +$226K 0.01% 866
2024
Q1 		$1.31M Sell
11,220
-3,553
-24% -$406K ﹤0.01% 982
2023
Q4 		$1.61M Buy
14,773
+1,900
+15% +$181K 0.01% 1005
2023
Q3 		$1.16M Buy
12,873
+3,562
+38% +$297K ﹤0.01% 1118
2023
Q2 		$708K Buy
9,311
+71
+0.8% +$5.43K ﹤0.01% 1421
2023
Q1 		$758K Buy
9,240
+35
+0.4% +$2.54K ﹤0.01% 1179
2022
Q4 		$576K Buy
9,205
+3,477
+61% +$206K ﹤0.01% 1265
2022
Q3 		$353K Sell
5,728
-822
-13% -$59.4K ﹤0.01% 1434
2022
Q2 		$465K Buy
6,550
+1,381
+27% +$113K ﹤0.01% 1184
2022
Q1 		$489K Buy
5,169
+197
+4% +$18.8K ﹤0.01% 1162
2021
Q4 		$564K Buy
4,972
+541
+12% +$64.2K ﹤0.01% 1058
2021
Q3 		$527K Buy
4,431
+564
+15% +$65.1K ﹤0.01% 1007
2021
Q2 		$436K Sell
3,867
-919
-19% -$95.5K ﹤0.01% 1045
2021
Q1 		$486K Buy
4,786
+1,273
+36% +$148K 0.01% 964
2020
Q4 		$452K Buy
3,513
+231
+7% +$26.4K 0.01% 872
2020
Q3 		$350K Buy
3,282
+324
+11% +$36.4K 0.01% 821
2020
Q2 		$333K Buy
2,958
+183
+7% +$17.6K 0.01% 835
2020
Q1 		$210K Hold
2,775
– – ﹤0.01% 833
2019
Q4 		$305K Buy
2,775
+2,294
+477% +$257K ﹤0.01% 840
2019
Q3 		$51K Sell
481
-4
-0.8% -$403 ﹤0.01% 988
2019
Q2 		$49K Hold
485
– – ﹤0.01% 972
2019
Q1 		$47K Sell
485
-22
-4% -$1.97K ﹤0.01% 927
2018
Q4 		$41K Buy
+507
New +$44.2K ﹤0.01% 835

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

CAPTRUST Financial Advisors's GWRE Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Guidewire Software (GWRE) stake by 32% in Q1 2026, selling an estimated $633K and leaving 8,824 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

CAPTRUST Financial Advisors first reported a position in GWRE in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.23M in Q3 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • CAPTRUST Financial Advisors held 8,824 shares of Guidewire Software worth $1.32M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 4,162 Guidewire Software shares in Q1 2026, an estimated $633K.
  • Guidewire Software made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1443 holding.
  • CAPTRUST Financial Advisors first reported a position in Guidewire Software in Q4 2018 and has held it in 30 quarters since.
  • CAPTRUST Financial Advisors's Guidewire Software position peaked at $3.23M in Q3 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.