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Evolve Private Wealth’s Guidewire Software GWRE Stock Holding History

Evolve Private Wealth’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 		$215K Buy
+1,751
New +$233K 0.01% 912
2026
Q1 		– Sell
-1,837
Closed -$369K – 1024
2025
Q4 		$369K Buy
+1,837
New +$406K 0.02% 651

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Vanguard Portfolio Management
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DCP
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State Street
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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

Evolve Private Wealth's GWRE Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in Guidewire Software (GWRE) in Q2 2026: 1,751 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #912 among its holdings. This is a return to the name: Evolve Private Wealth previously reported a position in GWRE as recently as Q4 2025.

Evolve Private Wealth first reported a position in GWRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $369K in Q4 2025. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Evolve Private Wealth held 1,751 shares of Guidewire Software worth $215K as of Q2 2026.
  • Guidewire Software was a new Evolve Private Wealth position in Q2 2026.
  • Guidewire Software made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #912 holding.
  • Evolve Private Wealth first reported a position in Guidewire Software in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Guidewire Software position peaked at $369K in Q4 2025.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.