Creative Planning
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Creative Planning’s Guidewire Software GWRE Stock Holding History

Creative Planning’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 		$14.7M Buy
119,433
+82,597
+224% +$11M 0.01% 638
2026
Q1 		$5.51M Buy
36,836
+16,059
+77% +$2.44M ﹤0.01% 1121
2025
Q4 		$4.18M Sell
20,777
-4,863
-19% -$1.08M ﹤0.01% 1141
2025
Q3 		$5.89M Buy
25,640
+5,118
+25% +$1.16M ﹤0.01% 779
2025
Q2 		$4.83M Buy
20,522
+1,865
+10% +$401K ﹤0.01% 774
2025
Q1 		$3.5M Buy
18,657
+3,080
+20% +$599K ﹤0.01% 861
2024
Q4 		$2.63M Buy
15,577
+246
+2% +$46K ﹤0.01% 975
2024
Q3 		$2.8M Buy
15,331
+2,120
+16% +$322K ﹤0.01% 898
2024
Q2 		$1.82M Buy
13,211
+2,731
+26% +$329K ﹤0.01% 1037
2024
Q1 		$1.22M Buy
10,480
+3,173
+43% +$363K ﹤0.01% 1207
2023
Q4 		$797K Buy
7,307
+1,647
+29% +$157K ﹤0.01% 1370
2023
Q3 		$509K Buy
5,660
+380
+7% +$31.7K ﹤0.01% 1561
2023
Q2 		$402K Sell
5,280
-122
-2% -$9.34K ﹤0.01% 1697
2023
Q1 		$443K Buy
5,402
+898
+20% +$65.3K ﹤0.01% 1547
2022
Q4 		$282K Buy
+4,504
New +$267K ﹤0.01% 1761
2021
Q4 		– Sell
-29,104
Closed -$3.46M – 2143
2021
Q3 		$3.46M Sell
29,104
-910
-3% -$105K 0.01% 514
2021
Q2 		$3.38M Buy
30,014
+1,651
+6% +$172K 0.01% 507
2021
Q1 		$2.88M Buy
28,363
+4,030
+17% +$469K 0.01% 577
2020
Q4 		$3.13M Buy
+24,333
New +$2.78M 0.01% 497
2017
Q3 		– Sell
-245
Closed -$17K – 2656
2017
Q2 		$17K Buy
245
+200
+444% +$12.7K ﹤0.01% 3273
2017
Q1 		$3K Hold
45
– – ﹤0.01% 4159
2016
Q4 		$2K Sell
45
-206
-82% -$11.5K ﹤0.01% 4263
2016
Q3 		$15K Buy
251
+240
+2,182% +$14.8K ﹤0.01% 3233
2016
Q2 		$1K Hold
11
– – ﹤0.01% 4163
2016
Q1 		$1K Sell
11
-27
-71% -$1.41K ﹤0.01% 4120
2015
Q4 		$2K Buy
38
+25
+192% +$1.45K ﹤0.01% 4020
2015
Q3 		$1K Buy
+13
New +$719 ﹤0.01% 4091

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

Creative Planning's GWRE Position: Q2 2026 in Review

Creative Planning increased its Guidewire Software (GWRE) stake by 224% in Q2 2026, buying an estimated $11M and bringing the position to 119,433 shares worth $14.7M. The position accounts for 0.01% of the portfolio, ranked #638.

Creative Planning first reported a position in GWRE in Q3 2015 and has held it in 27 quarters since. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Creative Planning held 119,433 shares of Guidewire Software worth $14.7M as of Q2 2026.
  • Creative Planning bought 82,597 Guidewire Software shares in Q2 2026, an estimated $11M.
  • Guidewire Software made up 0.01% of Creative Planning's portfolio in Q2 2026, its #638 holding.
  • Creative Planning first reported a position in Guidewire Software in Q3 2015 and has held it in 27 quarters since.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.