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Coldstream Capital Management’s Guidewire Software GWRE Stock Holding History

Coldstream Capital 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 		$384K Sell
3,118
-277
-8% -$36.9K ﹤0.01% 861
2026
Q1 		$508K Buy
3,395
+518
+18% +$78.8K 0.01% 720
2025
Q4 		$578K Sell
2,877
-66
-2% -$14.6K 0.01% 664
2025
Q3 		$676K Buy
2,943
+895
+44% +$204K 0.01% 610
2025
Q2 		$482K Sell
2,048
-177
-8% -$38K 0.01% 676
2025
Q1 		$417K Buy
2,225
+274
+14% +$53.3K 0.01% 694
2024
Q4 		$329K Buy
1,951
+137
+8% +$25.6K 0.01% 784
2024
Q3 		$335K Buy
1,814
+182
+11% +$27.6K 0.01% 785
2024
Q2 		$225K Sell
1,632
-271
-14% -$32.6K 0.01% 892
2024
Q1 		$222K Buy
+1,903
New +$218K 0.01% 906

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 $3.38T AUM 44.17% 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

Coldstream Capital Management's GWRE Position: Q2 2026 in Review

Coldstream Capital Management reduced its Guidewire Software (GWRE) stake by 8.2% in Q2 2026, selling an estimated $36.9K and leaving 3,118 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Coldstream Capital Management first reported a position in GWRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $676K in Q3 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Coldstream Capital Management held 3,118 shares of Guidewire Software worth $384K as of Q2 2026.
  • Coldstream Capital Management sold 277 Guidewire Software shares in Q2 2026, an estimated $36.9K.
  • Guidewire Software made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #861 holding.
  • Coldstream Capital Management first reported a position in Guidewire Software in Q1 2024 and has held it in 10 quarters since.
  • Coldstream Capital Management's Guidewire Software position peaked at $676K in Q3 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.