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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
Q2 		$36.9K Hold
300
– – 0.02% 216
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

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Mark Sheptoff Financial Planning's GWRE Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Guidewire Software (GWRE) position steady in Q2 2026 at 300 shares worth $36.9K. The position accounts for 0.02% of the portfolio, ranked #216.

Mark Sheptoff Financial Planning first reported a position in GWRE in Q3 2022 and has held it in 16 quarters since. The position peaked at $70.6K in Q2 2025. 548 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Mark Sheptoff Financial Planning held 300 shares of Guidewire Software worth $36.9K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Guidewire Software share count unchanged in Q2 2026.
  • Guidewire Software made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #216 holding.
  • Mark Sheptoff Financial Planning first reported a position in Guidewire Software in Q3 2022 and has held it in 16 quarters since.
  • Mark Sheptoff Financial Planning's Guidewire Software position peaked at $70.6K in Q2 2025.
  • 548 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.