GDS Wealth Management’s Guidewire Software GWRE Stock Holding History

GDS Wealth 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	$6.93M	Buy	46,342 +11,388	+33%	+$1.73M	0.42%	70
2025 Q4	$7.03M	Sell	34,954 -11,406	-25%	-$2.52M	0.44%	74
2025 Q3	$10.7M	Buy	46,360 +5,157	+13%	+$1.17M	0.7%	63
2025 Q2	$9.7M	Buy	41,203 +10,387	+34%	+$2.23M	0.71%	61
2025 Q1	$5.77M	Buy	30,816 +12,064	+64%	+$2.34M	0.49%	65
2024 Q4	$3.16M	Buy	18,752 +16,142	+618%	+$3.02M	0.29%	65
2024 Q3	$477K	Buy	+2,610	New	+$396K	0.05%	105

Other funds holding GWRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

GDS Wealth Management's GWRE Position: Q1 2026 in Review

GDS Wealth Management increased its Guidewire Software (GWRE) stake by 33% in Q1 2026, buying an estimated $1.73M and bringing the position to 46,342 shares worth $6.93M. The position accounts for 0.42% of the portfolio, ranked #70.

GDS Wealth Management first reported a position in GWRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.7M in Q3 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

GDS Wealth Management held 46,342 shares of Guidewire Software worth $6.93M as of Q1 2026.
GDS Wealth Management bought 11,388 Guidewire Software shares in Q1 2026, an estimated $1.73M.
Guidewire Software made up 0.42% of GDS Wealth Management's portfolio in Q1 2026, its #70 holding.
GDS Wealth Management first reported a position in Guidewire Software in Q3 2024 and has held it in 7 quarters since.
GDS Wealth Management's Guidewire Software position peaked at $10.7M in Q3 2025.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.