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Cooper Financial Group’s Guidewire Software GWRE Stock Holding History

Cooper Financial Group’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
-1,054
Closed -$212K – 440
2025
Q4 		$212K Sell
1,054
-91
-8% -$20.1K 0.02% 365
2025
Q3 		$263K Sell
1,145
-56
-5% -$12.7K 0.03% 324
2025
Q2 		$283K Sell
1,201
-47
-4% -$10.1K 0.03% 311
2025
Q1 		$234K Buy
1,248
+42
+3% +$8.16K 0.03% 344
2024
Q4 		$203K Buy
+1,206
New +$225K 0.02% 376

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ROIC
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Cooper Financial Group's GWRE Position: Q1 2026 in Review

Cooper Financial Group sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 1,054 shares — an estimated $212K sold.

Cooper Financial Group first reported a position in GWRE in Q4 2024 and held it in 5 quarters. The position peaked at $283K in Q2 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Cooper Financial Group reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Cooper Financial Group sold 1,054 Guidewire Software shares in Q1 2026, an estimated $212K.
  • Cooper Financial Group first reported a position in Guidewire Software in Q4 2024 and held it in 5 quarters.
  • Cooper Financial Group's Guidewire Software position peaked at $283K in Q2 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Cooper Financial Group's 13F filing for Q1 2026, filed 7 Apr 2026.