HIA
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Harbor Investment Advisory’s Guidewire Software GWRE Stock Holding History

Harbor Investment Advisory’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
Q3 		$419K Hold
2,940
– – 0.03% 325
2026
Q2 		$362K Buy
2,940
+465
+19% +$62K 0.03% 337
2026
Q1 		$370K Sell
2,475
-438
-15% -$66.6K 0.03% 320
2025
Q4 		$586K Hold
2,913
– – 0.04% 263
2025
Q3 		$670K Hold
2,913
– – 0.06% 236
2025
Q2 		$686K Sell
2,913
-158
-5% -$33.9K 0.06% 224
2025
Q1 		$575K Buy
3,071
+2,384
+347% +$463K 0.06% 235
2024
Q4 		$116K Sell
687
-209
-23% -$39K 0.01% 428
2024
Q3 		$164K Sell
896
-119
-12% -$18.1K 0.02% 371
2024
Q2 		$140K Hold
1,015
– – 0.01% 384
2024
Q1 		$118K Hold
1,015
– – 0.01% 417
2023
Q4 		$111K Hold
1,015
– – 0.01% 403
2023
Q3 		$91.3K Hold
1,015
– – 0.01% 415
2023
Q2 		$77.2K Hold
1,015
– – 0.01% 576
2023
Q1 		$83.3K Hold
1,015
– – 0.01% 549
2022
Q4 		$63.5K Sell
1,015
-9
-0.9% -$534 0.01% 628
2022
Q3 		$63K Buy
1,024
+98
+11% +$7.08K 0.01% 606
2022
Q2 		$66K Hold
926
– – 0.01% 611
2022
Q1 		$88K Buy
926
+89
+11% +$8.51K 0.01% 571
2021
Q4 		$95K Sell
837
-9
-1% -$1.07K 0.01% 548
2021
Q3 		$101K Buy
+846
New +$97.7K 0.01% 527
2021
Q1 		– Sell
-175
Closed -$23K – 1279
2020
Q4 		$23K Hold
175
– – ﹤0.01% 806
2020
Q3 		$18K Hold
175
– – ﹤0.01% 759
2020
Q2 		$19K Hold
175
– – ﹤0.01% 648
2020
Q1 		$14K Hold
175
– – ﹤0.01% 656
2019
Q4 		$19K Buy
+175
New +$19.6K ﹤0.01% 550

Other funds holding GWRE

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return

Harbor Investment Advisory's GWRE Position: Q3 2026 in Review

Harbor Investment Advisory held its Guidewire Software (GWRE) position steady in Q3 2026 at 2,940 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #325.

Harbor Investment Advisory first reported a position in GWRE in Q4 2019 and has held it in 26 quarters since. The position peaked at $686K in Q2 2025. 28 funds tracked by Wall St. Rank hold GWRE as of Q3 2026.

  • Harbor Investment Advisory held 2,940 shares of Guidewire Software worth $419K as of Q3 2026.
  • Harbor Investment Advisory left its Guidewire Software share count unchanged in Q3 2026.
  • Guidewire Software made up 0.03% of Harbor Investment Advisory's portfolio in Q3 2026, its #325 holding.
  • Harbor Investment Advisory first reported a position in Guidewire Software in Q4 2019 and has held it in 26 quarters since.
  • Harbor Investment Advisory's Guidewire Software position peaked at $686K in Q2 2025.
  • 28 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.