Covestor
GWRE icon

Covestor’s Guidewire Software GWRE Stock Holding History

Covestor’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
Q3 		$54K Sell
377
-224
-37% -$35.6K 0.03% 698
2026
Q2 		$74K Buy
601
+207
+53% +$27.6K 0.04% 545
2026
Q1 		$59K Sell
394
-187
-32% -$28.5K 0.04% 597
2025
Q4 		$117K Buy
581
+69
+13% +$15.3K 0.06% 488
2025
Q3 		$118K Buy
512
+261
+104% +$59.4K 0.07% 480
2025
Q2 		$59K Buy
251
+164
+189% +$35.2K 0.03% 827
2025
Q1 		$16K Buy
87
+1
+1% +$194 0.01% 1263
2024
Q4 		$15K Sell
86
-38
-31% -$7.1K 0.01% 1319
2024
Q3 		$23K Hold
124
– – 0.01% 1159
2024
Q2 		$17K Buy
124
+2
+2% +$241 0.01% 1254
2024
Q1 		$14K Buy
122
+8
+7% +$915 0.01% 1341
2023
Q4 		$12K Buy
114
+2
+2% +$191 0.01% 1425
2023
Q3 		$10K Hold
112
– – 0.01% 1425
2023
Q2 		$9K Hold
112
– – 0.01% 1503
2023
Q1 		$9K Sell
112
-1,337
-92% -$97.2K 0.01% 1362
2022
Q4 		$91K Buy
1,449
+440
+44% +$26.1K 0.07% 434
2022
Q3 		$62K Sell
1,009
-3
-0.3% -$217 0.05% 608
2022
Q2 		$72K Buy
1,012
+16
+2% +$1.31K 0.06% 586
2022
Q1 		$94K Buy
996
+925
+1,303% +$88.4K 0.06% 542
2021
Q4 		$8K Buy
+71
New +$8.42K 0.01% 1098

Other funds holding GWRE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Covestor's GWRE Position: Q3 2026 in Review

Covestor reduced its Guidewire Software (GWRE) stake by 37% in Q3 2026, selling an estimated $35.6K and leaving 377 shares worth $54K. The position accounts for 0.03% of the portfolio, ranked #698.

Covestor first reported a position in GWRE in Q4 2021 and has held it in 20 quarters since. The position peaked at $118K in Q3 2025. 456 funds tracked by Wall St. Rank hold GWRE as of Q3 2026.

  • Covestor held 377 shares of Guidewire Software worth $54K as of Q3 2026.
  • Covestor sold 224 Guidewire Software shares in Q3 2026, an estimated $35.6K.
  • Guidewire Software made up 0.03% of Covestor's portfolio in Q3 2026, its #698 holding.
  • Covestor first reported a position in Guidewire Software in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Guidewire Software position peaked at $118K in Q3 2025.
  • 456 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.