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New England Capital Financial Advisors’s Guidewire Software GWRE Stock Holding History

New England Capital Financial 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
Q2 		$6.15K Hold
50
– – ﹤0.01% 301
2026
Q1 		$7.48K Hold
50
– – ﹤0.01% 282
2025
Q4 		$10.1K Hold
50
– – ﹤0.01% 261
2025
Q3 		$11.5K Hold
50
– – ﹤0.01% 246
2025
Q2 		$11.8K Hold
50
– – 0.01% 230
2025
Q1 		$9.37K Hold
50
– – ﹤0.01% 239
2024
Q4 		$8.43K Hold
50
– – ﹤0.01% 246
2024
Q3 		$9.15K Hold
50
– – ﹤0.01% 238
2024
Q2 		$6.89K Hold
50
– – ﹤0.01% 246
2024
Q1 		$5.84K Hold
50
– – ﹤0.01% 255
2023
Q4 		$5.45K Hold
50
– – ﹤0.01% 268
2023
Q3 		$4.5K Hold
50
– – ﹤0.01% 274
2023
Q2 		$3.8K Hold
50
– – ﹤0.01% 282
2023
Q1 		$4.1K Hold
50
– – ﹤0.01% 308
2022
Q4 		$3.5K Buy
+50
New +$2.97K ﹤0.01% 318

Other funds holding GWRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

New England Capital Financial Advisors's GWRE Position: Q2 2026 in Review

New England Capital Financial Advisors held its Guidewire Software (GWRE) position steady in Q2 2026 at 50 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

New England Capital Financial Advisors first reported a position in GWRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.8K in Q2 2025. 339 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • New England Capital Financial Advisors held 50 shares of Guidewire Software worth $6.15K as of Q2 2026.
  • New England Capital Financial Advisors left its Guidewire Software share count unchanged in Q2 2026.
  • Guidewire Software made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #301 holding.
  • New England Capital Financial Advisors first reported a position in Guidewire Software in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Guidewire Software position peaked at $11.8K in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.