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Credential Qtrade Securities’s Guidewire Software GWRE Stock Holding History

Credential Qtrade Securities’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
2024
Q1 		$1.42M Sell
12,173
-168
-1% -$19.2K 0.08% 112
2023
Q4 		$1.35M Sell
12,341
-2,129
-15% -$203K 0.08% 109
2023
Q3 		$1.3M Sell
14,470
-450
-3% -$37.6K 0.09% 113
2023
Q2 		$1.14M Sell
14,920
-274
-2% -$21K 0.07% 115
2023
Q1 		$1.25M Buy
15,194
+2,797
+23% +$203K 0.08% 114
2022
Q4 		$776K Sell
12,397
-822
-6% -$48.8K 0.06% 133
2022
Q3 		$814K Sell
13,219
-74
-0.6% -$5.35K 0.06% 130
2022
Q2 		$944K Buy
13,293
+229
+2% +$18.7K 0.07% 127
2022
Q1 		$1.24M Buy
13,064
+3,988
+44% +$381K 0.08% 116
2021
Q4 		$1.03M Buy
9,076
+400
+5% +$47.4K 0.07% 134
2021
Q3 		$1.03M Buy
8,676
+2,579
+42% +$298K 0.08% 114
2021
Q2 		$687K Buy
+6,097
New +$634K 0.05% 151

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Credential Qtrade Securities's GWRE Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Guidewire Software (GWRE) stake by 1.4% in Q1 2024, selling an estimated $19.2K and leaving 12,173 shares worth $1.42M. The position accounts for 0.08% of the portfolio, ranked #112.

Credential Qtrade Securities first reported a position in GWRE in Q2 2021 and has held it in 12 quarters since. 404 funds tracked by Wall St. Rank hold GWRE as of Q1 2024.

  • Credential Qtrade Securities held 12,173 shares of Guidewire Software worth $1.42M as of Q1 2024.
  • Credential Qtrade Securities sold 168 Guidewire Software shares in Q1 2024, an estimated $19.2K.
  • Guidewire Software made up 0.08% of Credential Qtrade Securities's portfolio in Q1 2024, its #112 holding.
  • Credential Qtrade Securities first reported a position in Guidewire Software in Q2 2021 and has held it in 12 quarters since.
  • 404 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.