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Net Worth Advisory Group’s Guidewire Software GWRE Stock Holding History

Net Worth Advisory 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 		– Sell
-1,769
Closed -$265K – 428
2026
Q1 		$265K Buy
1,769
+111
+7% +$16.9K 0.05% 339
2025
Q4 		$333K Buy
1,658
+205
+14% +$45.3K 0.07% 282
2025
Q3 		$334K Buy
+1,453
New +$330K 0.1% 243

Other funds holding GWRE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Net Worth Advisory Group's GWRE Position: Q2 2026 in Review

Net Worth Advisory Group sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 1,769 shares — an estimated $265K sold.

Net Worth Advisory Group first reported a position in GWRE in Q3 2025 and held it in 3 quarters. The position peaked at $334K in Q3 2025. 70 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Net Worth Advisory Group reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 1,769 Guidewire Software shares in Q2 2026, an estimated $265K.
  • Net Worth Advisory Group first reported a position in Guidewire Software in Q3 2025 and held it in 3 quarters.
  • Net Worth Advisory Group's Guidewire Software position peaked at $334K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.