Carson Wealth (CWM LLC)’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $666K | Sell |
4,451
-15,716
| -78% | -$2.39M | ﹤0.01% | 1814 |
|
|
2025
Q4 | $4.05M | Sell |
20,167
-11,605
| -37% | -$2.57M | 0.01% | 863 |
|
|
2025
Q3 | $7.3M | Buy |
31,772
+9,670
| +44% | +$2.2M | 0.02% | 578 |
|
|
2025
Q2 | $5.2M | Buy |
22,102
+3,042
| +16% | +$654K | 0.02% | 575 |
|
|
2025
Q1 | $3.57M | Buy |
19,060
+1,137
| +6% | +$221K | 0.01% | 628 |
|
|
2024
Q4 | $3.02M | Buy |
17,923
+2,919
| +19% | +$545K | 0.01% | 626 |
|
|
2024
Q3 | $2.75M | Buy |
15,004
+9,773
| +187% | +$1.48M | 0.01% | 604 |
|
|
2024
Q2 | $721K | Buy |
5,231
+2,327
| +80% | +$280K | ﹤0.01% | 1054 |
|
|
2024
Q1 | $339K | Buy |
2,904
+1,750
| +152% | +$200K | ﹤0.01% | 1282 |
|
|
2023
Q4 | $126K | Buy |
1,154
+179
| +18% | +$17.1K | ﹤0.01% | 1623 |
|
|
2023
Q3 | $88K | Buy |
975
+296
| +44% | +$24.7K | ﹤0.01% | 1714 |
|
|
2023
Q2 | $52K | Buy |
679
+14
| +2% | +$1.07K | ﹤0.01% | 1959 |
|
|
2023
Q1 | $55K | Sell |
665
-140
| -17% | -$10.2K | ﹤0.01% | 1810 |
|
|
2022
Q4 | $50K | Buy |
805
+54
| +7% | +$3.21K | ﹤0.01% | 1732 |
|
|
2022
Q3 | $46K | Buy |
751
+674
| +875% | +$48.7K | ﹤0.01% | 1697 |
|
|
2022
Q2 | $5K | Buy |
77
+55
| +250% | +$4.5K | ﹤0.01% | 2975 |
|
|
2022
Q1 | $2K | Sell |
22
-11
| -33% | -$1.05K | ﹤0.01% | 3178 |
|
|
2021
Q4 | $4K | Buy |
+33
| New | +$3.91K | ﹤0.01% | 2830 |
|
|
2021
Q2 | $5K | Hold |
41
| – | – | ﹤0.01% | 2352 |
|
|
2021
Q1 | $5K | Hold |
41
| – | – | ﹤0.01% | 2352 |
|
|
2020
Q4 | $5K | Hold |
41
| – | – | ﹤0.01% | 2352 |
|
|
2020
Q3 | $5K | Hold |
41
| – | – | ﹤0.01% | 2352 |
|
|
2020
Q2 | $5K | Hold |
41
| – | – | ﹤0.01% | 2350 |
|
|
2020
Q1 | $5K | Hold |
41
| – | – | ﹤0.01% | 2350 |
|
|
2019
Q4 | $5K | Hold |
41
| – | – | ﹤0.01% | 2350 |
|
|
2019
Q3 | $5K | Hold |
41
| – | – | ﹤0.01% | 2350 |
|
|
2019
Q2 | $5K | Hold |
41
| – | – | ﹤0.01% | 2350 |
|
|
2019
Q1 | $5K | Sell |
41
-200
| -83% | -$17.9K | ﹤0.01% | 2349 |
|
|
2018
Q4 | $19K | Hold |
241
| – | – | ﹤0.01% | 1154 |
|
|
2018
Q3 | $24K | Hold |
241
| – | – | ﹤0.01% | 912 |
|
|
2018
Q2 | $21K | Buy |
241
+145
| +151% | +$12.8K | ﹤0.01% | 825 |
|
|
2018
Q1 | $8K | Hold |
96
| – | – | ﹤0.01% | 891 |
|
|
2017
Q4 | $7K | Hold |
96
| – | – | ﹤0.01% | 980 |
|
|
2017
Q3 | $7K | Buy |
+96
| New | +$7.03K | ﹤0.01% | 989 |
|
Other funds holding GWRE
LP
VPM
DCP
VCM
ROIC
Carson Wealth (CWM LLC)'s GWRE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Guidewire Software (GWRE) stake by 78% in Q1 2026, selling an estimated $2.39M and leaving 4,451 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.
Carson Wealth (CWM LLC) first reported a position in GWRE in Q3 2017 and has held it in 34 quarters since. The position peaked at $7.3M in Q3 2025. 595 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.
- Carson Wealth (CWM LLC) held 4,451 shares of Guidewire Software worth $666K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 15,716 Guidewire Software shares in Q1 2026, an estimated $2.39M.
- Guidewire Software made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1814 holding.
- Carson Wealth (CWM LLC) first reported a position in Guidewire Software in Q3 2017 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s Guidewire Software position peaked at $7.3M in Q3 2025.
- 595 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.