EWA
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EverSource Wealth Advisors’s Guidewire Software GWRE Stock Holding History

EverSource Wealth Advisors’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 		$37K Sell
301
-156
-34% -$20.8K ﹤0.01% 1972
2026
Q1 		$68.3K Sell
457
-339
-43% -$51.6K ﹤0.01% 1668
2025
Q4 		$160K Sell
796
-195
-20% -$43.1K 0.01% 1062
2025
Q3 		$228K Buy
991
+163
+20% +$37.1K 0.01% 840
2025
Q2 		$195K Buy
828
+396
+92% +$85.1K 0.01% 873
2025
Q1 		$80.9K Sell
432
-432
-50% -$84K ﹤0.01% 997
2024
Q4 		$146K Buy
864
+641
+287% +$120K 0.01% 781
2024
Q3 		$40.8K Buy
223
+18
+9% +$2.73K ﹤0.01% 1147
2024
Q2 		$30.8K Buy
205
+38
+23% +$4.57K ﹤0.01% 1312
2024
Q1 		$18.4K Buy
167
+25
+18% +$2.86K ﹤0.01% 1399
2023
Q4 		$15.5K Buy
142
+7
+5% +$668 ﹤0.01% 1362
2023
Q3 		$12.2K Sell
135
-6
-4% -$501 ﹤0.01% 1343
2023
Q2 		$10.7K Buy
141
+7
+5% +$536 ﹤0.01% 1405
2023
Q1 		$11K Hold
134
– – ﹤0.01% 1313
2022
Q4 		$8.38K Buy
+134
New +$7.95K ﹤0.01% 1399

Other funds holding GWRE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
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

EverSource Wealth Advisors's GWRE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Guidewire Software (GWRE) stake by 34% in Q2 2026, selling an estimated $20.8K and leaving 301 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

EverSource Wealth Advisors first reported a position in GWRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $228K in Q3 2025. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • EverSource Wealth Advisors held 301 shares of Guidewire Software worth $37K as of Q2 2026.
  • EverSource Wealth Advisors sold 156 Guidewire Software shares in Q2 2026, an estimated $20.8K.
  • Guidewire Software made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1972 holding.
  • EverSource Wealth Advisors first reported a position in Guidewire Software in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Guidewire Software position peaked at $228K in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.