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Mount Yale Investment Advisors’s Guidewire Software GWRE Stock Holding History

Mount Yale Investment Advisors’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 		$220K Buy
+1,469
New +$224K 0.01% 1017
2025
Q3 		– Sell
-1,847
Closed -$435K – 1057
2025
Q2 		$435K Sell
1,847
-1,244
-40% -$267K 0.03% 371
2025
Q1 		$579K Buy
+3,091
New +$601K 0.05% 300

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 $315B AUM 27.84% 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

Mount Yale Investment Advisors's GWRE Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Guidewire Software (GWRE) in Q1 2026: 1,469 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #1017 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in GWRE as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in GWRE in Q1 2025 and has held it in 3 quarters since. The position peaked at $579K in Q1 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Mount Yale Investment Advisors held 1,469 shares of Guidewire Software worth $220K as of Q1 2026.
  • Guidewire Software was a new Mount Yale Investment Advisors position in Q1 2026.
  • Guidewire Software made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1017 holding.
  • Mount Yale Investment Advisors first reported a position in Guidewire Software in Q1 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Guidewire Software position peaked at $579K in Q1 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.