IAA
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Independent Advisor Alliance’s Guidewire Software GWRE Stock Holding History

Independent Advisor Alliance’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
-17,712
Closed -$3.56M – 1624
2025
Q4 		$3.56M Sell
17,712
-1,907
-10% -$422K 0.09% 190
2025
Q3 		$4.51M Buy
19,619
+3,073
+19% +$699K 0.12% 149
2025
Q2 		$3.9M Buy
16,546
+108
+0.7% +$23.2K 0.11% 159
2025
Q1 		$3.08M Sell
16,438
-88
-0.5% -$17.1K 0.1% 180
2024
Q4 		$2.79M Buy
+16,526
New +$3.09M 0.04% 424

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Vanguard Portfolio Management
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DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Independent Advisor Alliance's GWRE Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 17,712 shares — an estimated $3.56M sold.

Independent Advisor Alliance first reported a position in GWRE in Q4 2024 and held it in 5 quarters. The position peaked at $4.51M in Q3 2025. 597 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Independent Advisor Alliance reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 17,712 Guidewire Software shares in Q1 2026, an estimated $3.56M.
  • Independent Advisor Alliance first reported a position in Guidewire Software in Q4 2024 and held it in 5 quarters.
  • Independent Advisor Alliance's Guidewire Software position peaked at $4.51M in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.