Diversify Wealth Management’s Guidewire Software GWRE Stock Holding History

Diversify Wealth 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 Q1	$563K	Buy	4,046 +833	+26%	+$127K	0.01%	779
2025 Q4	$577K	Sell	3,213 -74	-2%	-$16.4K	0.03%	409
2025 Q3	$749K	Sell	3,287 -296	-8%	-$67.3K	0.04%	319
2025 Q2	$745K	Sell	3,583 -267	-7%	-$57.4K	0.05%	315
2025 Q1	$789K	Buy	3,850 +464	+14%	+$90.2K	0.06%	275
2024 Q4	$579K	Sell	3,386 -232	-6%	-$43.3K	0.05%	324
2024 Q3	$676K	Sell	3,618 -350	-9%	-$53.2K	0.07%	249
2024 Q2	$556K	Buy	+3,968	New	+$477K	0.07%	250

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

Diversify Wealth Management's GWRE Position: Q1 2026 in Review

Diversify Wealth Management increased its Guidewire Software (GWRE) stake by 26% in Q1 2026, buying an estimated $127K and bringing the position to 4,046 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #779.

Diversify Wealth Management first reported a position in GWRE in Q2 2024 and has held it in 8 quarters since. The position peaked at $789K in Q1 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

Diversify Wealth Management held 4,046 shares of Guidewire Software worth $563K as of Q1 2026.
Diversify Wealth Management bought 833 Guidewire Software shares in Q1 2026, an estimated $127K.
Guidewire Software made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #779 holding.
Diversify Wealth Management first reported a position in Guidewire Software in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Guidewire Software position peaked at $789K in Q1 2025.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.