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Perigon Wealth Management’s Guidewire Software GWRE Stock Holding History

Perigon Wealth Management’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 		– Sell
-1,265
Closed -$254K – 1351
2025
Q4 		$254K Buy
1,265
+126
+11% +$27.9K ﹤0.01% 1096
2025
Q3 		$262K Buy
+1,139
New +$259K 0.01% 1030

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Perigon Wealth Management's GWRE Position: Q1 2026 in Review

Perigon Wealth Management sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 1,265 shares — an estimated $254K sold.

Perigon Wealth Management first reported a position in GWRE in Q3 2025 and held it in 2 quarters. The position peaked at $262K in Q3 2025. 597 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Perigon Wealth Management reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 1,265 Guidewire Software shares in Q1 2026, an estimated $254K.
  • Perigon Wealth Management first reported a position in Guidewire Software in Q3 2025 and held it in 2 quarters.
  • Perigon Wealth Management's Guidewire Software position peaked at $262K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.