Essential Partners’s Guidewire Software GWRE Stock Holding History

Essential 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	$3.71K	Buy	26 +9	+53%	+$1.43K	﹤0.01%	1647
2026 Q2	$2.09K	Sell	17 -65	-79%	-$8.67K	﹤0.01%	1954
2026 Q1	$12.3K	Sell	82 -728	-90%	-$111K	﹤0.01%	1152
2025 Q4	$163K	Sell	810 -328	-29%	-$72.6K	0.05%	359
2025 Q3	$262K	Buy	1,138 +256	+29%	+$58.2K	0.09%	270
2025 Q2	$208K	Buy	+882	New	+$190K	0.08%	273

Other funds holding GWRE

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Essential Partners's GWRE Position: Q3 2026 in Review

Essential Partners increased its Guidewire Software (GWRE) stake by 53% in Q3 2026, buying an estimated $1.43K and bringing the position to 26 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Essential Partners first reported a position in GWRE in Q2 2025 and has held it in 6 quarters since. The position peaked at $262K in Q3 2025. 40 funds tracked by Wall St. Rank hold GWRE as of Q3 2026.

Essential Partners held 26 shares of Guidewire Software worth $3.71K as of Q3 2026.
Essential Partners bought 9 Guidewire Software shares in Q3 2026, an estimated $1.43K.
Guidewire Software made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1647 holding.
Essential Partners first reported a position in Guidewire Software in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Guidewire Software position peaked at $262K in Q3 2025.
40 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.