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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
Q2 		$121K Hold
987
– – ﹤0.01% 435
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

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LP
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Cassaday & Co Wealth Management's GWRE Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Guidewire Software (GWRE) position steady in Q2 2026 at 987 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Cassaday & Co Wealth Management first reported a position in GWRE in Q2 2025 and has held it in 5 quarters since. The position peaked at $240K in Q2 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Cassaday & Co Wealth Management held 987 shares of Guidewire Software worth $121K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Guidewire Software share count unchanged in Q2 2026.
  • Guidewire Software made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #435 holding.
  • Cassaday & Co Wealth Management first reported a position in Guidewire Software in Q2 2025 and has held it in 5 quarters since.
  • Cassaday & Co Wealth Management's Guidewire Software position peaked at $240K in Q2 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.