Curio Wealth’s Guidewire Software GWRE Stock Holding History

Curio Wealth’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	–	Sell	-5	Closed	-$748	–	526
2026 Q1	$748	Hold	5	–	–	﹤0.01%	429
2025 Q4	$1.03K	Buy	+5	New	+$1.11K	﹤0.01%	374
2025 Q3	–	Sell	-5	Closed	-$1.18K	–	317
2025 Q2	$1.18K	Buy	5 +4	+400%	+$859	﹤0.01%	297
2025 Q1	$843	Buy	+1	New	+$194	﹤0.01%	332

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 $3.38T AUM 44.17% 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

Curio Wealth's GWRE Position: Q2 2026 in Review

Curio Wealth sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 5 shares — an estimated $748 sold.

Curio Wealth first reported a position in GWRE in Q1 2025 and held it in 4 quarters. The position peaked at $1.18K in Q2 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Curio Wealth reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 5 Guidewire Software shares in Q2 2026, an estimated $748.
Curio Wealth first reported a position in Guidewire Software in Q1 2025 and held it in 4 quarters.
Curio Wealth's Guidewire Software position peaked at $1.18K in Q2 2025.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.