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 Q2	$1.6K	Hold	13	–	–	﹤0.01%	1150
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

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 $3.38T AUM 44.17% 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

IMA Advisory Services's GWRE Position: Q2 2026 in Review

IMA Advisory Services held its Guidewire Software (GWRE) position steady in Q2 2026 at 13 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

IMA Advisory Services first reported a position in GWRE in Q2 2022 and has held it in 4 quarters since. The position peaked at $135K in Q2 2022. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

IMA Advisory Services held 13 shares of Guidewire Software worth $1.6K as of Q2 2026.
IMA Advisory Services left its Guidewire Software share count unchanged in Q2 2026.
Guidewire Software made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1150 holding.
IMA Advisory Services first reported a position in Guidewire Software in Q2 2022 and has held it in 4 quarters since.
IMA Advisory Services's Guidewire Software position peaked at $135K in Q2 2022.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.