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Poinciana Advisors Group’s Guidewire Software GWRE Stock Holding History

Poinciana Advisors 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
Q1 		– Sell
-1,077
Closed -$216K – 139
2025
Q4 		$216K Sell
1,077
-106
-9% -$23.4K 0.17% 123
2025
Q3 		$272K Sell
1,183
-64
-5% -$14.6K 0.23% 84
2025
Q2 		$294K Buy
1,247
+70
+6% +$15K 0.26% 74
2025
Q1 		$221K Buy
+1,177
New +$229K 0.23% 86

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BAMCO Inc
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VPM
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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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
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

Poinciana Advisors Group's GWRE Position: Q1 2026 in Review

Poinciana Advisors Group sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 1,077 shares — an estimated $216K sold.

Poinciana Advisors Group first reported a position in GWRE in Q1 2025 and held it in 4 quarters. The position peaked at $294K in Q2 2025. 595 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Poinciana Advisors Group reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 1,077 Guidewire Software shares in Q1 2026, an estimated $216K.
  • Poinciana Advisors Group first reported a position in Guidewire Software in Q1 2025 and held it in 4 quarters.
  • Poinciana Advisors Group's Guidewire Software position peaked at $294K in Q2 2025.
  • 595 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Poinciana Advisors Group's 13F filing for Q1 2026, filed 16 Apr 2026.