NewEdge Advisors’s Guidewire Software GWRE Stock Holding History

NewEdge 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	$254K	Sell	1,699 -2,169	-56%	-$330K	﹤0.01%	2457
2025 Q4	$777K	Buy	3,868 +198	+5%	+$43.8K	﹤0.01%	1644
2025 Q3	$844K	Sell	3,670 -1,241	-25%	-$282K	﹤0.01%	1495
2025 Q2	$1.16M	Buy	4,911 +1,152	+31%	+$248K	0.01%	1208
2025 Q1	$704K	Sell	3,759 -38	-1%	-$7.39K	﹤0.01%	1387
2024 Q4	$640K	Buy	3,797 +2,436	+179%	+$455K	﹤0.01%	1403
2024 Q3	$249K	Buy	1,361 +1,228	+923%	+$187K	﹤0.01%	1904
2024 Q2	$18.3K	Sell	133 -676	-84%	-$81.3K	﹤0.01%	2653
2024 Q1	$94.4K	Buy	809 +690	+580%	+$78.9K	﹤0.01%	2080
2023 Q4	$13K	Buy	+119	New	+$11.4K	﹤0.01%	2750
2023 Q1	–	Sell	-674	Closed	-$42.2K	–	3731
2022 Q4	$42.2K	Buy	+674	New	+$40K	﹤0.01%	1792

Other funds holding GWRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

NewEdge Advisors's GWRE Position: Q1 2026 in Review

NewEdge Advisors reduced its Guidewire Software (GWRE) stake by 56% in Q1 2026, selling an estimated $330K and leaving 1,699 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

NewEdge Advisors first reported a position in GWRE in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.16M in Q2 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

NewEdge Advisors held 1,699 shares of Guidewire Software worth $254K as of Q1 2026.
NewEdge Advisors sold 2,169 Guidewire Software shares in Q1 2026, an estimated $330K.
Guidewire Software made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2457 holding.
NewEdge Advisors first reported a position in Guidewire Software in Q4 2022 and has held it in 11 quarters since.
NewEdge Advisors's Guidewire Software position peaked at $1.16M in Q2 2025.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.