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Evergreen Capital Management’s Guidewire Software GWRE Stock Holding History

Evergreen Capital Management’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 		$435K Sell
3,537
-23
-0.6% -$3.07K 0.01% 988
2026
Q1 		$532K Sell
3,560
-553
-13% -$84.1K 0.01% 750
2025
Q4 		$827K Buy
4,113
+813
+25% +$180K 0.02% 524
2025
Q3 		$759K Buy
3,300
+1,346
+69% +$306K 0.02% 479
2025
Q2 		$460K Buy
1,954
+226
+13% +$48.6K 0.01% 588
2025
Q1 		$324K Buy
1,728
+338
+24% +$65.7K 0.01% 701
2024
Q4 		$234K Buy
+1,390
New +$260K 0.01% 877

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DCP
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State Street
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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
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

Evergreen Capital Management's GWRE Position: Q2 2026 in Review

Evergreen Capital Management reduced its Guidewire Software (GWRE) stake by 0.65% in Q2 2026, selling an estimated $3.07K and leaving 3,537 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #988.

Evergreen Capital Management first reported a position in GWRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $827K in Q4 2025. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Evergreen Capital Management held 3,537 shares of Guidewire Software worth $435K as of Q2 2026.
  • Evergreen Capital Management sold 23 Guidewire Software shares in Q2 2026, an estimated $3.07K.
  • Guidewire Software made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #988 holding.
  • Evergreen Capital Management first reported a position in Guidewire Software in Q4 2024 and has held it in 7 quarters since.
  • Evergreen Capital Management's Guidewire Software position peaked at $827K in Q4 2025.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.