Financial Consulate’s Guidewire Software GWRE Stock Holding History

Financial Consulate’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	$196K	Buy	1,592 +167	+12%	+$22.3K	0.02%	154
2026 Q1	$213K	Sell	1,425 -55	-4%	-$8.37K	0.03%	143
2025 Q4	$297K	Sell	1,480 -299	-17%	-$66.1K	0.04%	119
2025 Q3	$409K	Buy	+1,779	New	+$405K	0.06%	106
2023 Q2	–	Sell	-5,497	Closed	-$451K	–	70
2023 Q1	$451K	Buy	5,497 +107	+2%	+$7.78K	0.16%	76
2022 Q4	$337K	Buy	5,390 +1,346	+33%	+$79.9K	0.12%	101
2022 Q3	$249K	Buy	4,044 +983	+32%	+$71K	0.11%	102
2022 Q2	$217K	Buy	+3,061	New	+$250K	0.1%	115

Other funds holding GWRE

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Financial Consulate's GWRE Position: Q2 2026 in Review

Financial Consulate increased its Guidewire Software (GWRE) stake by 12% in Q2 2026, buying an estimated $22.3K and bringing the position to 1,592 shares worth $196K. The position accounts for 0.02% of the portfolio, ranked #154.

Financial Consulate first reported a position in GWRE in Q2 2022 and has held it in 8 quarters since. The position peaked at $451K in Q1 2023. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Financial Consulate held 1,592 shares of Guidewire Software worth $196K as of Q2 2026.
Financial Consulate bought 167 Guidewire Software shares in Q2 2026, an estimated $22.3K.
Guidewire Software made up 0.02% of Financial Consulate's portfolio in Q2 2026, its #154 holding.
Financial Consulate first reported a position in Guidewire Software in Q2 2022 and has held it in 8 quarters since.
Financial Consulate's Guidewire Software position peaked at $451K in Q1 2023.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.