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 Q2	$838K	Sell	6,807 -39,535	-85%	-$5.27M	0.04%	103
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

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

GDS Wealth Management's GWRE Position: Q2 2026 in Review

GDS Wealth Management reduced its Guidewire Software (GWRE) stake by 85% in Q2 2026, selling an estimated $5.27M and leaving 6,807 shares worth $838K. The position accounts for 0.04% of the portfolio, ranked #103.

GDS Wealth Management first reported a position in GWRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.7M in Q3 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

GDS Wealth Management held 6,807 shares of Guidewire Software worth $838K as of Q2 2026.
GDS Wealth Management sold 39,535 Guidewire Software shares in Q2 2026, an estimated $5.27M.
Guidewire Software made up 0.04% of GDS Wealth Management's portfolio in Q2 2026, its #103 holding.
GDS Wealth Management first reported a position in Guidewire Software in Q3 2024 and has held it in 8 quarters since.
GDS Wealth Management's Guidewire Software position peaked at $10.7M in Q3 2025.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.