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Principia Wealth Advisory’s Guidewire Software GWRE Stock Holding History

Principia Wealth Advisory’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 		$369 Sell
3
-5
-63% -$667 ﹤0.01% 936
2026
Q1 		$1.2K Buy
8
+1
+14% +$152 ﹤0.01% 654
2025
Q4 		$1.41K Buy
7
+1
+17% +$221 ﹤0.01% 564
2025
Q3 		$1.38K Hold
6
– – ﹤0.01% 530
2025
Q2 		$1.41K Buy
6
+1
+20% +$215 ﹤0.01% 475
2025
Q1 		$944 Hold
5
– – ﹤0.01% 405
2024
Q4 		$843 Buy
+5
New +$934 ﹤0.01% 401

Other funds holding GWRE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
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

Principia Wealth Advisory's GWRE Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Guidewire Software (GWRE) stake by 63% in Q2 2026, selling an estimated $667 and leaving 3 shares worth $369. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Principia Wealth Advisory first reported a position in GWRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41K in Q2 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Principia Wealth Advisory held 3 shares of Guidewire Software worth $369 as of Q2 2026.
  • Principia Wealth Advisory sold 5 Guidewire Software shares in Q2 2026, an estimated $667.
  • Guidewire Software made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #936 holding.
  • Principia Wealth Advisory first reported a position in Guidewire Software in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Guidewire Software position peaked at $1.41K in Q2 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.