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
Q2 		$3.12M Sell
25,333
-3,173
-11% -$423K 0.01% 645
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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DCP
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State Street
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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

Lido Advisors's GWRE Position: Q2 2026 in Review

Lido Advisors reduced its Guidewire Software (GWRE) stake by 11% in Q2 2026, selling an estimated $423K and leaving 25,333 shares worth $3.12M. The position accounts for 0.01% of the portfolio, ranked #645.

Lido Advisors first reported a position in GWRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.43M in Q3 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Lido Advisors held 25,333 shares of Guidewire Software worth $3.12M as of Q2 2026.
  • Lido Advisors sold 3,173 Guidewire Software shares in Q2 2026, an estimated $423K.
  • Guidewire Software made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #645 holding.
  • Lido Advisors first reported a position in Guidewire Software in Q3 2025 and has held it in 4 quarters since.
  • Lido Advisors's Guidewire Software position peaked at $6.43M in Q3 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.