MFG
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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 		$123K Buy
+1,000
New +$133K ﹤0.01% 2199

Other funds holding GWRE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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. 93 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.
  • 93 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.