Global Retirement Partners’s Guidewire Software GWRE Stock Holding History

Global Retirement Partners’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	$65.2K	Buy	+530	New	+$70.7K	﹤0.01%	2344
2025 Q4	$209K	Buy	1,040 +914	+725%	+$202K	﹤0.01%	1455
2025 Q3	$29K	Sell	126 -25	-17%	-$5.69K	﹤0.01%	2213
2025 Q2	$35.6K	Buy	+151	New	+$32.4K	﹤0.01%	1962
2024 Q4	$20.9K	Buy	124 +11	+10%	+$2.06K	﹤0.01%	2061
2024 Q3	$20.7K	Buy	113 +3	+3%	+$456	﹤0.01%	1978
2024 Q2	$15.2K	Buy	110 +18	+20%	+$2.17K	﹤0.01%	2127
2024 Q1	$10.7K	Hold	92	–	–	﹤0.01%	2094
2023 Q4	$10.3K	Buy	92 +85	+1,214%	+$8.11K	﹤0.01%	2062
2023 Q3	$624	Hold	7	–	–	﹤0.01%	2900
2023 Q2	$533	Hold	7	–	–	﹤0.01%	2939
2023 Q1	$527	Buy	7 +2	+40%	+$145	﹤0.01%	2912
2022 Q4	$313	Buy	+5	New	+$297	﹤0.01%	2862

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 $3.38T AUM 44.17% 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

Global Retirement Partners's GWRE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Guidewire Software (GWRE) in Q2 2026: 530 shares worth $65.2K. The stake represents ﹤0.01% of the portfolio and ranks #2344 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in GWRE as recently as Q4 2025.

Global Retirement Partners first reported a position in GWRE in Q4 2022 and has held it in 13 quarters since. The position peaked at $209K in Q4 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Global Retirement Partners held 530 shares of Guidewire Software worth $65.2K as of Q2 2026.
Guidewire Software was a new Global Retirement Partners position in Q2 2026.
Guidewire Software made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2344 holding.
Global Retirement Partners first reported a position in Guidewire Software in Q4 2022 and has held it in 13 quarters since.
Global Retirement Partners's Guidewire Software position peaked at $209K in Q4 2025.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.