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Forum Financial Management’s Guidewire Software GWRE Stock Holding History

Forum Financial 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
Q1 		– Sell
-1,562
Closed -$314K – 617
2025
Q4 		$314K Hold
1,562
– – ﹤0.01% 726
2025
Q3 		$359K Hold
1,562
– – ﹤0.01% 636
2025
Q2 		$368K Buy
1,562
+104
+7% +$22.3K 0.01% 548
2025
Q1 		$273K Buy
1,458
+3
+0.2% +$583 ﹤0.01% 641
2024
Q4 		$245K Buy
1,455
+349
+32% +$65.2K ﹤0.01% 740
2024
Q3 		$202K Buy
+1,106
New +$168K ﹤0.01% 722

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ROIC
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Forum Financial Management's GWRE Position: Q1 2026 in Review

Forum Financial Management sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 1,562 shares — an estimated $314K sold.

Forum Financial Management first reported a position in GWRE in Q3 2024 and held it in 6 quarters. The position peaked at $368K in Q2 2025. 597 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Forum Financial Management reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,562 Guidewire Software shares in Q1 2026, an estimated $314K.
  • Forum Financial Management first reported a position in Guidewire Software in Q3 2024 and held it in 6 quarters.
  • Forum Financial Management's Guidewire Software position peaked at $368K in Q2 2025.
  • 597 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.