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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
Q3 		$208K Buy
+1,282
New +$204K 0.03% 213
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Legacy Trust's GWRE Position: Q3 2026 in Review

Legacy Trust opened a new position in Guidewire Software (GWRE) in Q3 2026: 1,282 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #213 among its holdings. This is a return to the name: Legacy Trust previously reported a position in GWRE as recently as Q4 2025.

Legacy Trust first reported a position in GWRE in Q3 2024 and has held it in 7 quarters since. The position peaked at $295K in Q2 2025. 274 funds tracked by Wall St. Rank hold GWRE as of Q3 2026.

  • Legacy Trust held 1,282 shares of Guidewire Software worth $208K as of Q3 2026.
  • Guidewire Software was a new Legacy Trust position in Q3 2026.
  • Guidewire Software made up 0.03% of Legacy Trust's portfolio in Q3 2026, its #213 holding.
  • Legacy Trust first reported a position in Guidewire Software in Q3 2024 and has held it in 7 quarters since.
  • Legacy Trust's Guidewire Software position peaked at $295K in Q2 2025.
  • 274 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.