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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Financial Consulate's GWRE Position: Q1 2026 in Review

Financial Consulate reduced its Guidewire Software (GWRE) stake by 3.7% in Q1 2026, selling an estimated $8.37K and leaving 1,425 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #143.

Financial Consulate first reported a position in GWRE in Q2 2022 and has held it in 7 quarters since. The position peaked at $451K in Q1 2023. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Financial Consulate held 1,425 shares of Guidewire Software worth $213K as of Q1 2026.
  • Financial Consulate sold 55 Guidewire Software shares in Q1 2026, an estimated $8.37K.
  • Guidewire Software made up 0.03% of Financial Consulate's portfolio in Q1 2026, its #143 holding.
  • Financial Consulate first reported a position in Guidewire Software in Q2 2022 and has held it in 7 quarters since.
  • Financial Consulate's Guidewire Software position peaked at $451K in Q1 2023.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.