Jones Financial Companies
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Jones Financial Companies’s Guidewire Software GWRE Stock Holding History

Jones Financial Companies’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 		$5.57M Sell
45,868
-4,508
-9% -$601K ﹤0.01% 1143
2026
Q1 		$7.29M Buy
50,376
+45,845
+1,012% +$6.98M ﹤0.01% 937
2025
Q4 		$911K Sell
4,531
-1,981
-30% -$438K ﹤0.01% 1270
2025
Q3 		$1.5M Buy
6,512
+2,853
+78% +$649K ﹤0.01% 972
2025
Q2 		$861K Buy
3,659
+691
+23% +$148K ﹤0.01% 1062
2025
Q1 		$556K Sell
2,968
-43
-1% -$8.36K ﹤0.01% 1088
2024
Q4 		$508K Buy
3,011
+33
+1% +$6.17K ﹤0.01% 995
2024
Q3 		$530K Buy
2,978
+479
+19% +$72.8K ﹤0.01% 800
2024
Q2 		$345K Buy
2,499
+1,407
+129% +$169K ﹤0.01% 659
2024
Q1 		$127K Buy
1,092
+568
+108% +$64.9K ﹤0.01% 543
2023
Q4 		$57.1K Buy
+524
New +$50K ﹤0.01% 455
2022
Q1 		– Sell
-12
Closed -$1K – 747
2021
Q4 		$1K Buy
+12
New +$1.42K ﹤0.01% 732

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

Jones Financial Companies's GWRE Position: Q2 2026 in Review

Jones Financial Companies reduced its Guidewire Software (GWRE) stake by 8.9% in Q2 2026, selling an estimated $601K and leaving 45,868 shares worth $5.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Jones Financial Companies first reported a position in GWRE in Q4 2021 and has held it in 12 quarters since. The position peaked at $7.29M in Q1 2026. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Jones Financial Companies held 45,868 shares of Guidewire Software worth $5.57M as of Q2 2026.
  • Jones Financial Companies sold 4,508 Guidewire Software shares in Q2 2026, an estimated $601K.
  • Guidewire Software made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1143 holding.
  • Jones Financial Companies first reported a position in Guidewire Software in Q4 2021 and has held it in 12 quarters since.
  • Jones Financial Companies's Guidewire Software position peaked at $7.29M in Q1 2026.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.