CCWM
GWRE icon

Cassaday & Co Wealth Management’s Guidewire Software GWRE Stock Holding History

Cassaday & Co Wealth Management’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 		$148K Sell
987
-98
-9% -$14.9K ﹤0.01% 379
2025
Q4 		$218K Buy
1,085
+98
+10% +$21.7K ﹤0.01% 334
2025
Q3 		$227K Sell
987
-32
-3% -$7.28K 0.01% 316
2025
Q2 		$240K Buy
+1,019
New +$219K 0.01% 304

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

Cassaday & Co Wealth Management's GWRE Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Guidewire Software (GWRE) stake by 9% in Q1 2026, selling an estimated $14.9K and leaving 987 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Cassaday & Co Wealth Management first reported a position in GWRE in Q2 2025 and has held it in 4 quarters since. The position peaked at $240K in Q2 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Cassaday & Co Wealth Management held 987 shares of Guidewire Software worth $148K as of Q1 2026.
  • Cassaday & Co Wealth Management sold 98 Guidewire Software shares in Q1 2026, an estimated $14.9K.
  • Guidewire Software made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #379 holding.
  • Cassaday & Co Wealth Management first reported a position in Guidewire Software in Q2 2025 and has held it in 4 quarters since.
  • Cassaday & Co Wealth Management's Guidewire Software position peaked at $240K in Q2 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.