PWG
GWRE icon

Portside Wealth Group’s Guidewire Software GWRE Stock Holding History

Portside Wealth 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
-1,951
Closed -$292K – 532
2026
Q1 		$292K Sell
1,951
-1,083
-36% -$165K 0.04% 372
2025
Q4 		$610K Sell
3,034
-669
-18% -$148K 0.08% 219
2025
Q3 		$851K Sell
3,703
-185
-5% -$42.1K 0.12% 184
2025
Q2 		$915K Buy
3,888
+1,164
+43% +$250K 0.14% 161
2025
Q1 		$510K Buy
+2,724
New +$529K 0.08% 225
2024
Q4 		– Sell
-1,100
Closed -$201K – 429
2024
Q3 		$201K Buy
+1,100
New +$167K 0.03% 374

Other funds holding GWRE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Portside Wealth Group's GWRE Position: Q2 2026 in Review

Portside Wealth Group sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 1,951 shares — an estimated $292K sold.

Portside Wealth Group first reported a position in GWRE in Q3 2024 and held it in 6 quarters. The position peaked at $915K in Q2 2025. 51 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Portside Wealth Group reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 1,951 Guidewire Software shares in Q2 2026, an estimated $292K.
  • Portside Wealth Group first reported a position in Guidewire Software in Q3 2024 and held it in 6 quarters.
  • Portside Wealth Group's Guidewire Software position peaked at $915K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.