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Legacy Trust’s Guidewire Software GWRE Stock Holding History

Legacy Trust’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
-1,248
Closed -$251K – 206
2025
Q4 		$251K Sell
1,248
-17
-1% -$3.76K 0.05% 176
2025
Q3 		$291K Buy
1,265
+13
+1% +$2.96K 0.06% 164
2025
Q2 		$295K Sell
1,252
-53
-4% -$11.4K 0.07% 121
2025
Q1 		$245K Buy
1,305
+10
+0.8% +$1.94K 0.06% 148
2024
Q4 		$218K Hold
1,295
– – 0.05% 150
2024
Q3 		$237K Buy
+1,295
New +$197K 0.05% 148

Other funds holding GWRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Legacy Trust's GWRE Position: Q1 2026 in Review

Legacy Trust sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 1,248 shares — an estimated $251K sold.

Legacy Trust first reported a position in GWRE in Q3 2024 and held it in 6 quarters. The position peaked at $295K in Q2 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Legacy Trust reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Legacy Trust sold 1,248 Guidewire Software shares in Q1 2026, an estimated $251K.
  • Legacy Trust first reported a position in Guidewire Software in Q3 2024 and held it in 6 quarters.
  • Legacy Trust's Guidewire Software position peaked at $295K in Q2 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.