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Lifeworks Advisors’s Guidewire Software GWRE Stock Holding History

Lifeworks 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 		– Sell
-1,121
Closed -$225K – 309
2025
Q4 		$225K Hold
1,121
– – 0.03% 303
2025
Q3 		$258K Buy
+1,121
New +$255K 0.03% 281

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Lifeworks Advisors's GWRE Position: Q1 2026 in Review

Lifeworks Advisors sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 1,121 shares — an estimated $225K sold.

Lifeworks Advisors first reported a position in GWRE in Q3 2025 and held it in 2 quarters. The position peaked at $258K in Q3 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Lifeworks Advisors reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 1,121 Guidewire Software shares in Q1 2026, an estimated $225K.
  • Lifeworks Advisors first reported a position in Guidewire Software in Q3 2025 and held it in 2 quarters.
  • Lifeworks Advisors's Guidewire Software position peaked at $258K in Q3 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.