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	–	2273
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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return