Envestnet Portfolio Solutions’s Guidewire Software GWRE Stock Holding History

Envestnet Portfolio Solutions’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	-1,409	Closed	-$211K	–	1405
2026 Q1	$211K	Sell	1,409 -1,243	-47%	-$189K	﹤0.01%	1259
2025 Q4	$533K	Sell	2,652 -10	-0.4%	-$2.21K	﹤0.01%	1028
2025 Q3	$612K	Sell	2,662 -2,306	-46%	-$524K	﹤0.01%	949
2025 Q2	$1.17M	Sell	4,968 -716	-13%	-$154K	﹤0.01%	734
2025 Q1	$1.07M	Sell	5,684 -1,387	-20%	-$270K	﹤0.01%	771
2024 Q4	$1.19M	Buy	7,071 +495	+8%	+$92.5K	﹤0.01%	848
2024 Q3	$1.2M	Sell	6,576 -435	-6%	-$66.1K	﹤0.01%	829
2024 Q2	$967K	Sell	7,011 -530	-7%	-$63.8K	﹤0.01%	874
2024 Q1	$880K	Sell	7,541 -213	-3%	-$24.3K	﹤0.01%	884
2023 Q4	$845K	Sell	7,754 -60	-0.8%	-$5.72K	﹤0.01%	840
2023 Q3	$703K	Buy	+7,814	New	+$652K	﹤0.01%	851

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 $3.37T AUM 44.26% 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

Envestnet Portfolio Solutions's GWRE Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 1,409 shares — an estimated $211K sold.

Envestnet Portfolio Solutions first reported a position in GWRE in Q3 2023 and held it in 11 quarters. The position peaked at $1.2M in Q3 2024. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Envestnet Portfolio Solutions reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 1,409 Guidewire Software shares in Q2 2026, an estimated $211K.
Envestnet Portfolio Solutions first reported a position in Guidewire Software in Q3 2023 and held it in 11 quarters.
Envestnet Portfolio Solutions's Guidewire Software position peaked at $1.2M in Q3 2024.
547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.