Creative Financial Designs’s Guidewire Software GWRE Stock Holding History

Creative Financial Designs’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	$748	Buy	+5	New	+$761	﹤0.01%	1953
2022 Q3	–	Sell	-50	Closed	-$4K	–	1304
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	1042
2022 Q1	$5K	Hold	50	–	–	﹤0.01%	1036
2021 Q4	$6K	Sell	50 -142	-74%	-$16.8K	﹤0.01%	984
2021 Q3	$23K	Hold	192	–	–	﹤0.01%	826
2021 Q2	$22K	Hold	192	–	–	﹤0.01%	823
2021 Q1	$20K	Hold	192	–	–	﹤0.01%	783
2020 Q4	$25K	Hold	192	–	–	0.01%	668
2020 Q3	$20K	Hold	192	–	–	﹤0.01%	661
2020 Q2	$21K	Buy	+192	New	+$18.4K	0.01%	589

Other funds holding GWRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Creative Financial Designs's GWRE Position: Q1 2026 in Review

Creative Financial Designs opened a new position in Guidewire Software (GWRE) in Q1 2026: 5 shares worth $748. The stake represents ﹤0.01% of the portfolio and ranks #1953 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in GWRE as recently as Q2 2022.

Creative Financial Designs first reported a position in GWRE in Q2 2020 and has held it in 10 quarters since. The position peaked at $25K in Q4 2020. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

Creative Financial Designs held 5 shares of Guidewire Software worth $748 as of Q1 2026.
Guidewire Software was a new Creative Financial Designs position in Q1 2026.
Guidewire Software made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1953 holding.
Creative Financial Designs first reported a position in Guidewire Software in Q2 2020 and has held it in 10 quarters since.
Creative Financial Designs's Guidewire Software position peaked at $25K in Q4 2020.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.