Greenwich Wealth Management’s Guidewire Software GWRE Stock Holding History

Greenwich 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	$4.63M	Buy	37,614 +146	+0.4%	+$19.5K	0.17%	73
2026 Q1	$5.6M	Buy	37,468 +90	+0.2%	+$13.7K	0.23%	64
2025 Q4	$7.51M	Buy	37,378 +35	+0.1%	+$7.74K	0.34%	45
2025 Q3	$8.58M	Buy	37,343 +125	+0.3%	+$28.4K	0.43%	36
2025 Q2	$8.76M	Buy	37,218 +85	+0.2%	+$18.3K	0.43%	29
2025 Q1	$6.96M	Sell	37,133 -67	-0.2%	-$13K	0.53%	30
2024 Q4	$6.27M	Buy	37,200 +49	+0.1%	+$9.15K	0.44%	34
2024 Q3	$6.8M	Sell	37,151 -88	-0.2%	-$13.4K	0.46%	31
2024 Q2	$5.13M	Buy	37,239 +88	+0.2%	+$10.6K	0.38%	34
2024 Q1	$4.34M	Hold	37,151	–	–	0.35%	41
2023 Q4	$4.05M	Buy	37,151 +101	+0.3%	+$9.64K	0.4%	40
2023 Q3	$3.33M	Hold	37,050	–	–	0.35%	43
2023 Q2	$2.82M	Hold	37,050	–	–	0.3%	54
2023 Q1	$3.04M	Hold	37,050	–	–	0.33%	46
2022 Q4	$2.32M	Buy	37,050 +14,300	+63%	+$849K	0.26%	61
2022 Q3	$1.4M	Buy	+22,750	New	+$1.64M	0.15%	85

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

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

Greenwich Wealth Management increased its Guidewire Software (GWRE) stake by 0.39% in Q2 2026, buying an estimated $19.5K and bringing the position to 37,614 shares worth $4.63M. The position accounts for 0.17% of the portfolio, ranked #73.

Greenwich Wealth Management first reported a position in GWRE in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.76M in Q2 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Greenwich Wealth Management held 37,614 shares of Guidewire Software worth $4.63M as of Q2 2026.
Greenwich Wealth Management bought 146 Guidewire Software shares in Q2 2026, an estimated $19.5K.
Guidewire Software made up 0.17% of Greenwich Wealth Management's portfolio in Q2 2026, its #73 holding.
Greenwich Wealth Management first reported a position in Guidewire Software in Q3 2022 and has held it in 16 quarters since.
Greenwich Wealth Management's Guidewire Software position peaked at $8.76M in Q2 2025.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.