Envestnet Portfolio Solutions
GWRE icon

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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return