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Elevation Wealth Partners’s Guidewire Software GWRE Stock Holding History

Elevation Wealth Partners’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
Q3 		$107K Buy
747
+289
+63% +$45.9K 0.03% 197
2026
Q2 		$56.4K Buy
458
+119
+35% +$15.9K 0.02% 276
2026
Q1 		$50.7K Buy
339
+337
+16,850% +$51.3K 0.02% 239
2025
Q4 		$403 Sell
2
-8
-80% -$1.77K ﹤0.01% 918
2025
Q3 		$2.3K Buy
+10
New +$2.27K ﹤0.01% 617

Other funds holding GWRE

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Elevation Wealth Partners's GWRE Position: Q3 2026 in Review

Elevation Wealth Partners increased its Guidewire Software (GWRE) stake by 63% in Q3 2026, buying an estimated $45.9K and bringing the position to 747 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #197.

Elevation Wealth Partners first reported a position in GWRE in Q3 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold GWRE as of Q3 2026.

  • Elevation Wealth Partners held 747 shares of Guidewire Software worth $107K as of Q3 2026.
  • Elevation Wealth Partners bought 289 Guidewire Software shares in Q3 2026, an estimated $45.9K.
  • Guidewire Software made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #197 holding.
  • Elevation Wealth Partners first reported a position in Guidewire Software in Q3 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.