High Note Wealth’s Guidewire Software GWRE Stock Holding History

High Note Wealth’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	–	Sell	-26	Closed	-$5.23K	–	970
2025 Q4	$5.23K	Hold	26	–	–	﹤0.01%	488
2025 Q3	$5.98K	Buy	26 +1	+4%	+$227	﹤0.01%	396
2025 Q2	$5.89K	Sell	25 -1	-4%	-$215	﹤0.01%	373
2025 Q1	$4.87K	Buy	+26	New	+$5.05K	﹤0.01%	424

Other funds holding GWRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

High Note Wealth's GWRE Position: Q1 2026 in Review

High Note Wealth sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 26 shares — an estimated $5.23K sold.

High Note Wealth first reported a position in GWRE in Q1 2025 and held it in 4 quarters. The position peaked at $5.98K in Q3 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

High Note Wealth reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
High Note Wealth sold 26 Guidewire Software shares in Q1 2026, an estimated $5.23K.
High Note Wealth first reported a position in Guidewire Software in Q1 2025 and held it in 4 quarters.
High Note Wealth's Guidewire Software position peaked at $5.98K in Q3 2025.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.