HB Wealth Management’s Guidewire Software GWRE Stock Holding History

HB 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	$1.99M	Sell	16,144 -2,297	-12%	-$306K	0.01%	482
2026 Q1	$2.76M	Sell	18,441 -1,721	-9%	-$262K	0.02%	363
2025 Q4	$4.05M	Sell	20,162 -430	-2%	-$95.1K	0.03%	287
2025 Q3	$4.73M	Buy	20,592 +111	+0.5%	+$25.2K	0.03%	259
2025 Q2	$4.82M	Buy	20,481 +314	+2%	+$67.5K	0.04%	237
2025 Q1	$3.78M	Buy	20,167 +18,054	+854%	+$3.51M	0.03%	269
2024 Q4	$356K	Buy	2,113 +763	+57%	+$143K	﹤0.01%	751
2024 Q3	$247K	Buy	+1,350	New	+$205K	﹤0.01%	826

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

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

HB Wealth Management reduced its Guidewire Software (GWRE) stake by 12% in Q2 2026, selling an estimated $306K and leaving 16,144 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #482.

HB Wealth Management first reported a position in GWRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.82M in Q2 2025. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

HB Wealth Management held 16,144 shares of Guidewire Software worth $1.99M as of Q2 2026.
HB Wealth Management sold 2,297 Guidewire Software shares in Q2 2026, an estimated $306K.
Guidewire Software made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #482 holding.
HB Wealth Management first reported a position in Guidewire Software in Q3 2024 and has held it in 8 quarters since.
HB Wealth Management's Guidewire Software position peaked at $4.82M in Q2 2025.
547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.