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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
Q2 		$7.01K Sell
57
-1,642
-97% -$219K ﹤0.01% 3631
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

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 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
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

NewEdge Advisors's GWRE Position: Q2 2026 in Review

NewEdge Advisors reduced its Guidewire Software (GWRE) stake by 97% in Q2 2026, selling an estimated $219K and leaving 57 shares worth $7.01K. The position accounts for ﹤0.01% of the portfolio, ranked #3631.

NewEdge Advisors first reported a position in GWRE in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.16M in Q2 2025. 548 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • NewEdge Advisors held 57 shares of Guidewire Software worth $7.01K as of Q2 2026.
  • NewEdge Advisors sold 1,642 Guidewire Software shares in Q2 2026, an estimated $219K.
  • Guidewire Software made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3631 holding.
  • NewEdge Advisors first reported a position in Guidewire Software in Q4 2022 and has held it in 12 quarters since.
  • NewEdge Advisors's Guidewire Software position peaked at $1.16M in Q2 2025.
  • 548 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.