Cresset Asset Management’s Guidewire Software GWRE Stock Holding History

Cresset Asset Management’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	$215K	Sell	1,749 -202	-10%	-$26.9K	﹤0.01%	1558
2026 Q1	$292K	Buy	+1,951	New	+$297K	﹤0.01%	1283
2024 Q4	–	Sell	-3,104	Closed	-$568K	–	1955
2024 Q3	$568K	Buy	3,104 +101	+3%	+$15.3K	﹤0.01%	1448
2024 Q2	$414K	Buy	3,003 +424	+16%	+$51K	﹤0.01%	1537
2024 Q1	$301K	Buy	2,579 +80	+3%	+$9.14K	﹤0.01%	1585
2023 Q4	$272K	Sell	2,499 -300	-11%	-$28.6K	﹤0.01%	1533
2023 Q3	$252K	Buy	+2,799	New	+$234K	﹤0.01%	1515
2022 Q2	–	Sell	-2,852	Closed	-$270K	–	1007
2022 Q1	$270K	Buy	+2,852	New	+$273K	﹤0.01%	811
2021 Q4	–	Sell	-2,323	Closed	-$276K	–	1188
2021 Q3	$276K	Sell	2,323 -3,661	-61%	-$423K	﹤0.01%	885
2021 Q2	$674K	Buy	+5,984	New	+$622K	0.01%	468
2021 Q1	–	Sell	-1,653	Closed	-$213K	–	945
2020 Q4	$213K	Buy	+1,653	New	+$189K	﹤0.01%	693
2020 Q1	–	Sell	-2,355	Closed	-$259K	–	639
2019 Q4	$259K	Buy	+2,355	New	+$263K	0.01%	472
2019 Q2	–	Sell	-1,083	Closed	-$105K	–	956
2019 Q1	$105K	Hold	1,083	–	–	﹤0.01%	539
2018 Q4	$87K	Buy	+1,083	New	+$94.4K	0.01%	357

Other funds holding GWRE

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Cresset Asset Management's GWRE Position: Q2 2026 in Review

Cresset Asset Management reduced its Guidewire Software (GWRE) stake by 10% in Q2 2026, selling an estimated $26.9K and leaving 1,749 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Cresset Asset Management first reported a position in GWRE in Q4 2018 and has held it in 14 quarters since. The position peaked at $674K in Q2 2021. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Cresset Asset Management held 1,749 shares of Guidewire Software worth $215K as of Q2 2026.
Cresset Asset Management sold 202 Guidewire Software shares in Q2 2026, an estimated $26.9K.
Guidewire Software made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1558 holding.
Cresset Asset Management first reported a position in Guidewire Software in Q4 2018 and has held it in 14 quarters since.
Cresset Asset Management's Guidewire Software position peaked at $674K in Q2 2021.
547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.