JFS Wealth Advisors’s Guidewire Software GWRE Stock Holding History

JFS Wealth Advisors’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	–	Sell	-3	Closed	-$449	–	2272
2026 Q1	$449	Sell	3 -18	-86%	-$2.74K	﹤0.01%	1780
2025 Q4	$4.22K	Buy	21 +2	+11%	+$442	﹤0.01%	1305
2025 Q3	$4.37K	Hold	19	–	–	﹤0.01%	1174
2025 Q2	$4.47K	Buy	19 +5	+36%	+$1.07K	﹤0.01%	1122
2025 Q1	$2.62K	Buy	14 +4	+40%	+$778	﹤0.01%	1364
2024 Q4	$1.69K	Buy	+10	New	+$1.87K	﹤0.01%	1539
2022 Q1	–	Sell	-10	Closed	-$1K	–	1879
2021 Q4	$1K	Buy	+10	New	+$1.19K	﹤0.01%	1379

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's GWRE Position: Q2 2026 in Review

JFS Wealth Advisors sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 3 shares — an estimated $449 sold.

JFS Wealth Advisors first reported a position in GWRE in Q4 2021 and held it in 7 quarters. The position peaked at $4.47K in Q2 2025. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

JFS Wealth Advisors reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
JFS Wealth Advisors sold 3 Guidewire Software shares in Q2 2026, an estimated $449.
JFS Wealth Advisors first reported a position in Guidewire Software in Q4 2021 and held it in 7 quarters.
JFS Wealth Advisors's Guidewire Software position peaked at $4.47K in Q2 2025.
547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.