Plante Moran Financial Advisors’s Guidewire Software GWRE Stock Holding History

Plante Moran 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	$1.72K	Buy	+14	New	+$1.87K	﹤0.01%	769
2024 Q3	–	Sell	-19	Closed	-$2.62K	–	887
2024 Q2	$2.62K	Sell	19 -10	-34%	-$1.2K	﹤0.01%	696
2024 Q1	$3.38K	Sell	29 -4	-12%	-$457	﹤0.01%	721
2023 Q4	$3.6K	Buy	+33	New	+$3.15K	﹤0.01%	674
2021 Q4	–	Sell	-36	Closed	-$4K	–	1042
2021 Q3	$4K	Buy	+36	New	+$4.16K	﹤0.01%	807
2020 Q2	–	Sell	-270	Closed	-$21K	–	786
2020 Q1	$21K	Buy	+270	New	+$28.2K	0.01%	378

Other funds holding GWRE

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Plante Moran Financial Advisors's GWRE Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Guidewire Software (GWRE) in Q2 2026: 14 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #769 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in GWRE as recently as Q2 2024.

Plante Moran Financial Advisors first reported a position in GWRE in Q1 2020 and has held it in 6 quarters since. The position peaked at $21K in Q1 2020. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Plante Moran Financial Advisors held 14 shares of Guidewire Software worth $1.72K as of Q2 2026.
Guidewire Software was a new Plante Moran Financial Advisors position in Q2 2026.
Guidewire Software made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #769 holding.
Plante Moran Financial Advisors first reported a position in Guidewire Software in Q1 2020 and has held it in 6 quarters since.
Plante Moran Financial Advisors's Guidewire Software position peaked at $21K in Q1 2020.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.