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Clearstead Advisors’s Guidewire Software GWRE Stock Holding History

Clearstead 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
Q2 		$14K Buy
114
+5
+5% +$667 ﹤0.01% 1890
2026
Q1 		$16.3K Sell
109
-216
-66% -$32.9K ﹤0.01% 1491
2025
Q4 		$65.3K Buy
325
+55
+20% +$12.2K ﹤0.01% 1288
2025
Q3 		$62.1K Buy
270
+122
+82% +$27.7K ﹤0.01% 1210
2025
Q2 		$34.8K Buy
148
+101
+215% +$21.7K ﹤0.01% 1404
2025
Q1 		$8.81K Buy
+47
New +$9.14K ﹤0.01% 1634
2024
Q3 		– Sell
-33
Closed -$4.55K – 2069
2024
Q2 		$4.55K Buy
+33
New +$3.97K ﹤0.01% 1697
2022
Q2 		– Sell
-86
Closed -$8K – 1348
2022
Q1 		$8K Buy
+86
New +$8.22K ﹤0.01% 1015

Other funds holding GWRE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
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

Clearstead Advisors's GWRE Position: Q2 2026 in Review

Clearstead Advisors increased its Guidewire Software (GWRE) stake by 4.6% in Q2 2026, buying an estimated $667 and bringing the position to 114 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Clearstead Advisors first reported a position in GWRE in Q1 2022 and has held it in 8 quarters since. The position peaked at $65.3K in Q4 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Clearstead Advisors held 114 shares of Guidewire Software worth $14K as of Q2 2026.
  • Clearstead Advisors bought 5 Guidewire Software shares in Q2 2026, an estimated $667.
  • Guidewire Software made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1890 holding.
  • Clearstead Advisors first reported a position in Guidewire Software in Q1 2022 and has held it in 8 quarters since.
  • Clearstead Advisors's Guidewire Software position peaked at $65.3K in Q4 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.