LPL Financial
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LPL Financial’s Guidewire Software GWRE Stock Holding History

LPL Financial’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 		$3.87M Buy
31,461
+9,102
+41% +$1.21M ﹤0.01% 3040
2026
Q1 		$3.34M Sell
22,359
-19,947
-47% -$3.04M ﹤0.01% 3007
2025
Q4 		$8.5M Buy
42,306
+1,575
+4% +$348K ﹤0.01% 2070
2025
Q3 		$9.36M Buy
40,731
+3,412
+9% +$776K ﹤0.01% 1926
2025
Q2 		$8.79M Buy
37,319
+2,173
+6% +$467K ﹤0.01% 1843
2025
Q1 		$6.59M Sell
35,146
-15,558
-31% -$3.02M ﹤0.01% 1921
2024
Q4 		$8.55M Buy
50,704
+13,119
+35% +$2.45M ﹤0.01% 1653
2024
Q3 		$6.88M Buy
37,585
+6,510
+21% +$989K ﹤0.01% 1743
2024
Q2 		$4.28M Sell
31,075
-1,542
-5% -$186K ﹤0.01% 1987
2024
Q1 		$3.81M Buy
32,617
+7,584
+30% +$867K ﹤0.01% 1995
2023
Q4 		$2.73M Buy
25,033
+3,370
+16% +$322K ﹤0.01% 2144
2023
Q3 		$1.95M Buy
21,663
+4,412
+26% +$368K ﹤0.01% 2300
2023
Q2 		$1.31M Sell
17,251
-4,010
-19% -$307K ﹤0.01% 2628
2023
Q1 		$1.74M Buy
21,261
+703
+3% +$51.1K ﹤0.01% 2253
2022
Q4 		$1.29M Buy
20,558
+2,743
+15% +$163K ﹤0.01% 2447
2022
Q3 		$1.1M Buy
17,815
+3,036
+21% +$219K ﹤0.01% 2461
2022
Q2 		$1.05M Buy
14,779
+2,529
+21% +$207K ﹤0.01% 2554
2022
Q1 		$1.16M Buy
12,250
+3,298
+37% +$315K ﹤0.01% 2479
2021
Q4 		$1.02M Buy
8,952
+361
+4% +$42.8K ﹤0.01% 2642
2021
Q3 		$1.02M Buy
8,591
+1,664
+24% +$192K ﹤0.01% 2595
2021
Q2 		$781K Buy
6,927
+767
+12% +$79.7K ﹤0.01% 2775
2021
Q1 		$626K Buy
6,160
+1,580
+34% +$184K ﹤0.01% 2834
2020
Q4 		$590K Buy
4,580
+2,095
+84% +$239K ﹤0.01% 2606
2020
Q3 		$259K Sell
2,485
-284
-10% -$31.9K ﹤0.01% 3012
2020
Q2 		$307K Buy
+2,769
New +$266K ﹤0.01% 2816
2020
Q1 		– Sell
-4,397
Closed -$484K – 3316
2019
Q4 		$484K Sell
4,397
-467
-10% -$52.2K ﹤0.01% 2403
2019
Q3 		$513K Buy
4,864
+149
+3% +$15K ﹤0.01% 2240
2019
Q2 		$478K Buy
4,715
+362
+8% +$36.9K ﹤0.01% 2323
2019
Q1 		$426K Buy
4,353
+117
+3% +$10.5K ﹤0.01% 2353
2018
Q4 		$340K Buy
4,236
+114
+3% +$9.94K ﹤0.01% 2373
2018
Q3 		$416K Sell
4,122
-559
-12% -$53.7K ﹤0.01% 2390
2018
Q2 		$416K Sell
4,681
-55
-1% -$4.87K ﹤0.01% 2358
2018
Q1 		$379K Buy
4,736
+86
+2% +$6.92K ﹤0.01% 2397
2017
Q4 		$345K Buy
4,650
+341
+8% +$26.3K ﹤0.01% 2368
2017
Q3 		$342K Sell
4,309
-1,361
-24% -$99.7K ﹤0.01% 2256
2017
Q2 		$389K Buy
+5,670
New +$361K ﹤0.01% 2076
2016
Q3 		– Sell
-3,324
Closed -$205K – 2687
2016
Q2 		$205K Buy
+3,324
New +$192K ﹤0.01% 2363

Other funds holding GWRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LPL Financial's GWRE Position: Q2 2026 in Review

LPL Financial increased its Guidewire Software (GWRE) stake by 41% in Q2 2026, buying an estimated $1.21M and bringing the position to 31,461 shares worth $3.87M. The position accounts for ﹤0.01% of the portfolio, ranked #3040.

LPL Financial first reported a position in GWRE in Q2 2016 and has held it in 37 quarters since. The position peaked at $9.36M in Q3 2025. 265 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • LPL Financial held 31,461 shares of Guidewire Software worth $3.87M as of Q2 2026.
  • LPL Financial bought 9,102 Guidewire Software shares in Q2 2026, an estimated $1.21M.
  • Guidewire Software made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3040 holding.
  • LPL Financial first reported a position in Guidewire Software in Q2 2016 and has held it in 37 quarters since.
  • LPL Financial's Guidewire Software position peaked at $9.36M in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.