GWM
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
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

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

Greenwich Wealth Management increased its Guidewire Software (GWRE) stake by 0.24% in Q1 2026, buying an estimated $13.7K and bringing the position to 37,468 shares worth $5.6M. The position accounts for 0.23% of the portfolio, ranked #64.

Greenwich Wealth Management first reported a position in GWRE in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.76M in Q2 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Greenwich Wealth Management held 37,468 shares of Guidewire Software worth $5.6M as of Q1 2026.
  • Greenwich Wealth Management bought 90 Guidewire Software shares in Q1 2026, an estimated $13.7K.
  • Guidewire Software made up 0.23% of Greenwich Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Greenwich Wealth Management first reported a position in Guidewire Software in Q3 2022 and has held it in 15 quarters since.
  • Greenwich Wealth Management's Guidewire Software position peaked at $8.76M in Q2 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.