LPL Financial
GWRE icon

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 		$221K Buy
+1,800
New +$240K ﹤0.01% 5686

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.