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Institute for Wealth Management’s Guidewire Software GWRE Stock Holding History

Institute for 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 		$167K Sell
1,357
-14
-1% -$1.87K 0.01% 558
2026
Q1 		$205K Sell
1,371
-10
-0.7% -$1.52K 0.02% 523
2025
Q4 		$278K Sell
1,381
-146
-10% -$32.3K 0.03% 453
2025
Q3 		$351K Sell
1,527
-107
-7% -$24.3K 0.04% 415
2025
Q2 		$385K Sell
1,634
-163
-9% -$35K 0.04% 372
2025
Q1 		$337K Buy
1,797
+3
+0.2% +$583 0.04% 385
2024
Q4 		$302K Sell
1,794
-29
-2% -$5.42K 0.04% 397
2024
Q3 		$334K Buy
1,823
+8
+0.4% +$1.22K 0.04% 390
2024
Q2 		$250K Hold
1,815
– – 0.03% 428
2024
Q1 		$212K Buy
+1,815
New +$207K 0.03% 474
2022
Q1 		– Sell
-1,879
Closed -$213K – 550
2021
Q4 		$213K Sell
1,879
-94
-5% -$11.1K 0.03% 460
2021
Q3 		$235K Buy
1,973
+47
+2% +$5.43K 0.04% 431
2021
Q2 		$217K Buy
+1,926
New +$200K 0.04% 445

Other funds holding GWRE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
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

Institute for Wealth Management's GWRE Position: Q2 2026 in Review

Institute for Wealth Management reduced its Guidewire Software (GWRE) stake by 1% in Q2 2026, selling an estimated $1.87K and leaving 1,357 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #558.

Institute for Wealth Management first reported a position in GWRE in Q2 2021 and has held it in 13 quarters since. The position peaked at $385K in Q2 2025. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Institute for Wealth Management held 1,357 shares of Guidewire Software worth $167K as of Q2 2026.
  • Institute for Wealth Management sold 14 Guidewire Software shares in Q2 2026, an estimated $1.87K.
  • Guidewire Software made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #558 holding.
  • Institute for Wealth Management first reported a position in Guidewire Software in Q2 2021 and has held it in 13 quarters since.
  • Institute for Wealth Management's Guidewire Software position peaked at $385K in Q2 2025.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.