Merit Financial Group’s Guidewire Software GWRE Stock Holding History

Merit Financial Group’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	$242K	Buy	1,964 +340	+21%	+$45.3K	﹤0.01%	1970
2026 Q1	$243K	Sell	1,624 -2,120	-57%	-$323K	﹤0.01%	1787
2025 Q4	$753K	Sell	3,744 -715	-16%	-$158K	0.01%	1072
2025 Q3	$1.02M	Buy	4,459 +454	+11%	+$103K	0.01%	856
2025 Q2	$943K	Buy	4,005 +835	+26%	+$179K	0.01%	821
2025 Q1	$594K	Buy	3,170 +853	+37%	+$166K	0.01%	860
2024 Q4	$391K	Buy	+2,317	New	+$433K	0.01%	816

Other funds holding GWRE

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EAM

Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Merit Financial Group's GWRE Position: Q2 2026 in Review

Merit Financial Group increased its Guidewire Software (GWRE) stake by 21% in Q2 2026, buying an estimated $45.3K and bringing the position to 1,964 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

Merit Financial Group first reported a position in GWRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q3 2025. 59 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Merit Financial Group held 1,964 shares of Guidewire Software worth $242K as of Q2 2026.
Merit Financial Group bought 340 Guidewire Software shares in Q2 2026, an estimated $45.3K.
Guidewire Software made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1970 holding.
Merit Financial Group first reported a position in Guidewire Software in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's Guidewire Software position peaked at $1.02M in Q3 2025.
59 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.