IMA Advisory Services’s Guidewire Software GWRE Stock Holding History

IMA Advisory Services’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	$1.94K	Sell	13 -5	-28%	-$761	﹤0.01%	653
2025 Q4	$3.62K	Buy	+18	New	+$3.98K	﹤0.01%	513
2022 Q3	–	Sell	-1,900	Closed	-$135K	–	372
2022 Q2	$135K	Buy	+1,900	New	+$155K	0.03%	156

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

IMA Advisory Services's GWRE Position: Q1 2026 in Review

IMA Advisory Services reduced its Guidewire Software (GWRE) stake by 28% in Q1 2026, selling an estimated $761 and leaving 13 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

IMA Advisory Services first reported a position in GWRE in Q2 2022 and has held it in 3 quarters since. The position peaked at $135K in Q2 2022. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

IMA Advisory Services held 13 shares of Guidewire Software worth $1.94K as of Q1 2026.
IMA Advisory Services sold 5 Guidewire Software shares in Q1 2026, an estimated $761.
Guidewire Software made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #653 holding.
IMA Advisory Services first reported a position in Guidewire Software in Q2 2022 and has held it in 3 quarters since.
IMA Advisory Services's Guidewire Software position peaked at $135K in Q2 2022.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.