Corient Private Wealth
GWRE icon

Corient Private Wealth’s Guidewire Software GWRE Stock Holding History

Corient Private Wealth’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 		$10.8M Sell
88,056
-5,406
-6% -$721K 0.02% 614
2026
Q1 		$13.9M Buy
93,462
+82,642
+764% +$12.6M 0.02% 503
2025
Q4 		$2.18M Buy
10,820
+2,915
+37% +$645K ﹤0.01% 1108
2025
Q3 		$1.82M Buy
7,905
+6
+0.1% +$1.36K ﹤0.01% 1112
2025
Q2 		$1.86M Sell
7,899
-23
-0.3% -$4.94K ﹤0.01% 1072
2025
Q1 		$1.48M Buy
7,922
+13
+0.2% +$2.53K ﹤0.01% 1098
2024
Q4 		$1.33M Sell
7,909
-919
-10% -$172K ﹤0.01% 1184
2024
Q3 		$1.61M Buy
8,828
+243
+3% +$36.9K ﹤0.01% 1196
2024
Q2 		$1.18M Buy
8,585
+340
+4% +$40.9K ﹤0.01% 1259
2024
Q1 		$962K Sell
8,245
-667
-7% -$76.2K ﹤0.01% 1325
2023
Q4 		$972K Buy
8,912
+4,979
+127% +$475K ﹤0.01% 1292
2023
Q3 		$354K Buy
+3,933
New +$328K ﹤0.01% 1666

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

Corient Private Wealth's GWRE Position: Q2 2026 in Review

Corient Private Wealth reduced its Guidewire Software (GWRE) stake by 5.8% in Q2 2026, selling an estimated $721K and leaving 88,056 shares worth $10.8M. The position accounts for 0.02% of the portfolio, ranked #614.

Corient Private Wealth first reported a position in GWRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.9M in Q1 2026. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Corient Private Wealth held 88,056 shares of Guidewire Software worth $10.8M as of Q2 2026.
  • Corient Private Wealth sold 5,406 Guidewire Software shares in Q2 2026, an estimated $721K.
  • Guidewire Software made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #614 holding.
  • Corient Private Wealth first reported a position in Guidewire Software in Q3 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's Guidewire Software position peaked at $13.9M in Q1 2026.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.