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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
Q2 		$563K Sell
3,774
-272
-7% -$36.3K 0.01% 824
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

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's GWRE Position: Q2 2026 in Review

Diversify Wealth Management reduced its Guidewire Software (GWRE) stake by 6.7% in Q2 2026, selling an estimated $36.3K and leaving 3,774 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #824.

Diversify Wealth Management first reported a position in GWRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $789K in Q1 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Diversify Wealth Management held 3,774 shares of Guidewire Software worth $563K as of Q2 2026.
  • Diversify Wealth Management sold 272 Guidewire Software shares in Q2 2026, an estimated $36.3K.
  • Guidewire Software made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #824 holding.
  • Diversify Wealth Management first reported a position in Guidewire Software in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's Guidewire Software position peaked at $789K in Q1 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.