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Omega Financial Group’s Guidewire Software GWRE Stock Holding History

Omega Financial 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
-2,000
Closed -$299K – 97
2026
Q1 		$299K Buy
+2,000
New +$304K 0.1% 78

Other funds holding GWRE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Omega Financial Group's GWRE Position: Q2 2026 in Review

Omega Financial Group sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 168 shares — an estimated $25.1K sold.

Omega Financial Group first reported a position in GWRE in Q1 2026 and held it in 1 quarter. The position peaked at $25.1K in Q1 2026. 156 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Omega Financial Group reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
  • Omega Financial Group sold 168 Guidewire Software shares in Q2 2026, an estimated $25.1K.
  • Omega Financial Group first reported a position in Guidewire Software in Q1 2026 and held it in 1 quarter.
  • Omega Financial Group's Guidewire Software position peaked at $25.1K in Q1 2026.
  • 156 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.