Lido Advisors
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Lido Advisors’s Guidewire Software GWRE Stock Holding History

Lido 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
Q1 		$4.26M Buy
28,506
+1,064
+4% +$162K 0.01% 488
2025
Q4 		$5.53M Sell
27,442
-522
-2% -$115K 0.02% 443
2025
Q3 		$6.43M Buy
+27,964
New +$6.36M 0.02% 383

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VPM
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DCP
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VCM
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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

Lido Advisors's GWRE Position: Q1 2026 in Review

Lido Advisors increased its Guidewire Software (GWRE) stake by 3.9% in Q1 2026, buying an estimated $162K and bringing the position to 28,506 shares worth $4.26M. The position accounts for 0.01% of the portfolio, ranked #488.

Lido Advisors first reported a position in GWRE in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.43M in Q3 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Lido Advisors held 28,506 shares of Guidewire Software worth $4.26M as of Q1 2026.
  • Lido Advisors bought 1,064 Guidewire Software shares in Q1 2026, an estimated $162K.
  • Guidewire Software made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #488 holding.
  • Lido Advisors first reported a position in Guidewire Software in Q3 2025 and has held it in 3 quarters since.
  • Lido Advisors's Guidewire Software position peaked at $6.43M in Q3 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.