Lyell Wealth Management’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.03M | Sell |
26,930
-22
| -0.1% | -$3.35K | 0.3% | 70 |
|
|
2025
Q4 | $5.42M | Sell |
26,952
-260
| -1% | -$57.5K | 0.39% | 67 |
|
|
2025
Q3 | $6.25M | Sell |
27,212
-7,978
| -23% | -$1.81M | 0.46% | 64 |
|
|
2025
Q2 | $8.29M | Hold |
35,190
| – | – | 0.65% | 57 |
|
|
2025
Q1 | $6.59M | Hold |
35,190
| – | – | 0.62% | 61 |
|
|
2024
Q4 | $5.93M | Sell |
35,190
-10,000
| -22% | -$1.87M | 0.53% | 61 |
|
|
2024
Q3 | $8.27M | Sell |
45,190
-10,700
| -19% | -$1.63M | 0.75% | 48 |
|
|
2024
Q2 | $7.71M | Hold |
55,890
| – | – | 0.74% | 47 |
|
|
2024
Q1 | $6.52M | Hold |
55,890
| – | – | 0.66% | 54 |
|
|
2023
Q4 | $6.09M | Sell |
55,890
-2,600
| -4% | -$248K | 0.69% | 52 |
|
|
2023
Q3 | $5.26M | Hold |
58,490
| – | – | 0.71% | 53 |
|
|
2023
Q2 | $4.45M | Hold |
58,490
| – | – | 0.57% | 62 |
|
|
2023
Q1 | $4.8M | Hold |
58,490
| – | – | 0.67% | 55 |
|
|
2022
Q4 | $3.66M | Sell |
58,490
-1,500
| -3% | -$89K | 0.58% | 64 |
|
|
2022
Q3 | $3.69M | Hold |
59,990
| – | – | 0.63% | 60 |
|
|
2022
Q2 | $4.26M | Hold |
59,990
| – | – | 0.69% | 51 |
|
|
2022
Q1 | $5.68M | Sell |
59,990
-1,020
| -2% | -$97.5K | 0.73% | 46 |
|
|
2021
Q4 | $6.93M | Sell |
61,010
-15,225
| -20% | -$1.81M | 0.79% | 48 |
|
|
2021
Q3 | $9.06M | Sell |
76,235
-10,125
| -12% | -$1.17M | 1.1% | 35 |
|
|
2021
Q2 | $9.73M | Sell |
86,360
-20
| -0% | -$2.08K | 1.2% | 31 |
|
|
2021
Q1 | $8.78M | Sell |
86,380
-5,210
| -6% | -$606K | 1.28% | 28 |
|
|
2020
Q4 | $11.8M | Sell |
91,590
-43,904
| -32% | -$5.01M | 1.88% | 13 |
|
|
2020
Q3 | $14.1M | Sell |
135,494
-8,565
| -6% | -$962K | 2.65% | 8 |
|
|
2020
Q2 | $16M | Buy |
144,059
+690
| +0.5% | +$66.3K | 3.5% | 1 |
|
|
2020
Q1 | $11.4M | Sell |
143,369
-140
| -0.1% | -$14.6K | 3.4% | 1 |
|
|
2019
Q4 | $15.8M | Buy |
143,509
+610
| +0.4% | +$68.2K | 4.21% | 1 |
|
|
2019
Q3 | $15.1M | Buy |
142,899
+159
| +0.1% | +$16K | 4.53% | 1 |
|
|
2019
Q2 | $14.5M | Buy |
142,740
+42,740
| +43% | +$4.36M | 4.36% | 2 |
|
|
2019
Q1 | $9.72M | Hold |
100,000
| – | – | 3.24% | 3 |
|
|
2018
Q4 | $8.02M | Hold |
100,000
| – | – | 3.35% | 3 |
|
|
2018
Q3 | $10.1M | Hold |
100,000
| – | – | 3.4% | 3 |
|
|
2018
Q2 | $8.88M | Hold |
100,000
| – | – | 3.24% | 3 |
|
|
2018
Q1 | $8.08M | Buy |
+100,000
| New | +$8.05M | 2.99% | 3 |
|
Other funds holding GWRE
LP
VPM
DCP
VCM
ROIC
Lyell Wealth Management's GWRE Position: Q1 2026 in Review
Lyell Wealth Management reduced its Guidewire Software (GWRE) stake by 0.08% in Q1 2026, selling an estimated $3.35K and leaving 26,930 shares worth $4.03M. The position accounts for 0.3% of the portfolio, ranked #70.
Lyell Wealth Management first reported a position in GWRE in Q1 2018 and has held it in 33 quarters since. The position peaked at $16M in Q2 2020. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.
- Lyell Wealth Management held 26,930 shares of Guidewire Software worth $4.03M as of Q1 2026.
- Lyell Wealth Management sold 22 Guidewire Software shares in Q1 2026, an estimated $3.35K.
- Guidewire Software made up 0.3% of Lyell Wealth Management's portfolio in Q1 2026, its #70 holding.
- Lyell Wealth Management first reported a position in Guidewire Software in Q1 2018 and has held it in 33 quarters since.
- Lyell Wealth Management's Guidewire Software position peaked at $16M in Q2 2020.
- 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.