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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
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Elevation Wealth Partners's GWRE Position: Q2 2026 in Review

Elevation Wealth Partners increased its Guidewire Software (GWRE) stake by 35% in Q2 2026, buying an estimated $15.9K and bringing the position to 458 shares worth $56.4K. The position accounts for 0.02% of the portfolio, ranked #276.

Elevation Wealth Partners first reported a position in GWRE in Q3 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Elevation Wealth Partners held 458 shares of Guidewire Software worth $56.4K as of Q2 2026.
  • Elevation Wealth Partners bought 119 Guidewire Software shares in Q2 2026, an estimated $15.9K.
  • Guidewire Software made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #276 holding.
  • Elevation Wealth Partners first reported a position in Guidewire Software in Q3 2025 and has held it in 4 quarters since.
  • 146 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.