CPG
GWRE icon

Cornerstone Planning Group’s Guidewire Software GWRE Stock Holding History

Cornerstone Planning 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
Q2 		$6.16K Sell
46
-135
-75% -$18K ﹤0.01% 1036
2026
Q1 		$25.3K Buy
181
+39
+27% +$5.93K ﹤0.01% 600
2025
Q4 		$23.1K Sell
142
-2
-1% -$442 ﹤0.01% 549
2025
Q3 		$34K Buy
144
+124
+620% +$28.2K 0.01% 432
2025
Q2 		$4.46K Sell
20
-13
-39% -$2.79K ﹤0.01% 752
2025
Q1 		$6.4K Buy
33
+8
+32% +$1.55K ﹤0.01% 667
2024
Q4 		$5.07K Hold
25
– – ﹤0.01% 576
2024
Q3 		$4.7K Hold
25
– – ﹤0.01% 578
2024
Q2 		$3.5K Sell
25
-57
-70% -$6.86K ﹤0.01% 647
2024
Q1 		$9.29K Sell
82
-24
-23% -$2.74K ﹤0.01% 422
2023
Q4 		$11.6K Hold
106
– – ﹤0.01% 404
2023
Q3 		$9.54K Sell
106
-60
-36% -$5.01K ﹤0.01% 432
2023
Q2 		$12.6K Buy
+166
New +$12.7K 0.01% 566
2022
Q4 		$28.4K Buy
+417
New +$24.8K 0.01% 360

Other funds holding GWRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cornerstone Planning Group's GWRE Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Guidewire Software (GWRE) stake by 75% in Q2 2026, selling an estimated $18K and leaving 46 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Cornerstone Planning Group first reported a position in GWRE in Q4 2022 and has held it in 14 quarters since. The position peaked at $34K in Q3 2025. 265 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Cornerstone Planning Group held 46 shares of Guidewire Software worth $6.16K as of Q2 2026.
  • Cornerstone Planning Group sold 135 Guidewire Software shares in Q2 2026, an estimated $18K.
  • Guidewire Software made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1036 holding.
  • Cornerstone Planning Group first reported a position in Guidewire Software in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Guidewire Software position peaked at $34K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.