CIAS
GWRE icon

CBIZ Investment Advisory Services’s Guidewire Software GWRE Stock Holding History

CBIZ Investment Advisory Services’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
-71
Closed -$14.3K – 562
2025
Q4 		$14.3K Buy
+71
New +$15.7K ﹤0.01% 316

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

CBIZ Investment Advisory Services's GWRE Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 71 shares — an estimated $14.3K sold.

CBIZ Investment Advisory Services first reported a position in GWRE in Q4 2025 and held it in 1 quarter. The position peaked at $14.3K in Q4 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 71 Guidewire Software shares in Q1 2026, an estimated $14.3K.
  • CBIZ Investment Advisory Services first reported a position in Guidewire Software in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Guidewire Software position peaked at $14.3K in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.