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Mutual Advisors’s Guidewire Software GWRE Stock Holding History

Mutual 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 		$232K Sell
1,552
-15
-1% -$2.28K 0.01% 1223
2025
Q4 		$315K Sell
1,567
-32
-2% -$7.08K 0.01% 1061
2025
Q3 		$404K Buy
1,599
+29
+2% +$6.6K 0.01% 946
2025
Q2 		$351K Buy
1,570
+194
+14% +$41.7K 0.01% 928
2025
Q1 		$272K Sell
1,376
-55
-4% -$10.7K 0.01% 925
2024
Q4 		$257K Sell
1,431
-24
-2% -$4.48K 0.01% 940
2024
Q3 		$274K Hold
1,455
– – 0.01% 937
2024
Q2 		$216K Sell
1,455
-470
-24% -$56.5K 0.01% 1010
2024
Q1 		$225K Buy
1,925
+3
+0.2% +$343 0.01% 995
2023
Q4 		$210K Buy
+1,922
New +$183K 0.01% 949
2022
Q2 		– Sell
-2,560
Closed -$242K – 884
2022
Q1 		$242K Sell
2,560
-62
-2% -$5.93K 0.01% 771
2021
Q4 		$298K Buy
2,622
+227
+9% +$26.9K 0.02% 747
2021
Q3 		$285K Buy
2,395
+10
+0.4% +$1.16K 0.02% 727
2021
Q2 		$269K Buy
+2,385
New +$248K 0.02% 704

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

Mutual Advisors's GWRE Position: Q1 2026 in Review

Mutual Advisors reduced its Guidewire Software (GWRE) stake by 0.96% in Q1 2026, selling an estimated $2.28K and leaving 1,552 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #1223.

Mutual Advisors first reported a position in GWRE in Q2 2021 and has held it in 14 quarters since. The position peaked at $404K in Q3 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Mutual Advisors held 1,552 shares of Guidewire Software worth $232K as of Q1 2026.
  • Mutual Advisors sold 15 Guidewire Software shares in Q1 2026, an estimated $2.28K.
  • Guidewire Software made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1223 holding.
  • Mutual Advisors first reported a position in Guidewire Software in Q2 2021 and has held it in 14 quarters since.
  • Mutual Advisors's Guidewire Software position peaked at $404K in Q3 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.