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Mark Sheptoff Financial Planning’s Guidewire Software GWRE Stock Holding History

Mark Sheptoff Financial Planning’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 		$42K Hold
300
– – 0.02% 194
2025
Q4 		$60.3K Hold
300
– – 0.03% 187
2025
Q3 		$69K Hold
300
– – 0.03% 172
2025
Q2 		$70.6K Hold
300
– – 0.04% 157
2025
Q1 		$56.2K Hold
300
– – 0.03% 163
2024
Q4 		$50.6K Hold
300
– – 0.03% 175
2024
Q3 		$54.9K Hold
300
– – 0.03% 165
2024
Q2 		$41.4K Hold
300
– – 0.02% 191
2024
Q1 		$35K Hold
300
– – 0.02% 194
2023
Q4 		$32.7K Hold
300
– – 0.02% 193
2023
Q3 		$27K Hold
300
– – 0.02% 190
2023
Q2 		$22.8K Hold
300
– – 0.01% 214
2023
Q1 		$24.6K Hold
300
– – 0.01% 203
2022
Q4 		$18.8K Hold
300
– – 0.01% 224
2022
Q3 		$18K Buy
+300
New +$21.7K 0.01% 215

Other funds holding GWRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Mark Sheptoff Financial Planning's GWRE Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Guidewire Software (GWRE) position steady in Q1 2026 at 300 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #194.

Mark Sheptoff Financial Planning first reported a position in GWRE in Q3 2022 and has held it in 15 quarters since. The position peaked at $70.6K in Q2 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Mark Sheptoff Financial Planning held 300 shares of Guidewire Software worth $42K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Guidewire Software share count unchanged in Q1 2026.
  • Guidewire Software made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #194 holding.
  • Mark Sheptoff Financial Planning first reported a position in Guidewire Software in Q3 2022 and has held it in 15 quarters since.
  • Mark Sheptoff Financial Planning's Guidewire Software position peaked at $70.6K in Q2 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.