Private Advisor Group’s Guidewire Software GWRE Stock Holding History

Private Advisor 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	-8,527	Closed	-$1.28M	–	2676
2026 Q1	$1.28M	Buy	8,527 +1,442	+20%	+$219K	0.01%	1279
2025 Q4	$1.42M	Buy	7,085 +2,722	+62%	+$602K	0.01%	1205
2025 Q3	$1M	Buy	4,363 +136	+3%	+$30.9K	﹤0.01%	1369
2025 Q2	$995K	Buy	4,227 +2,528	+149%	+$543K	0.01%	1312
2025 Q1	$318K	Buy	+1,699	New	+$330K	﹤0.01%	1839
2022 Q1	–	Sell	-2,224	Closed	-$252K	–	2172
2021 Q4	$252K	Sell	2,224 -1,422	-39%	-$169K	﹤0.01%	1817
2021 Q3	$432K	Buy	+3,646	New	+$421K	﹤0.01%	1576
2020 Q3	–	Sell	-781	Closed	-$87K	–	2367
2020 Q2	$87K	Buy	+781	New	+$75K	﹤0.01%	1790
2020 Q1	–	Sell	-2,970	Closed	-$326K	–	1518
2019 Q4	$326K	Sell	2,970 -164	-5%	-$18.3K	0.01%	1230
2019 Q3	$330K	Buy	+3,134	New	+$316K	0.01%	1250

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 $3.37T AUM 44.26% 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

Private Advisor Group's GWRE Position: Q2 2026 in Review

Private Advisor Group sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 8,527 shares — an estimated $1.28M sold.

Private Advisor Group first reported a position in GWRE in Q3 2019 and held it in 10 quarters. The position peaked at $1.42M in Q4 2025. 548 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Private Advisor Group reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
Private Advisor Group sold 8,527 Guidewire Software shares in Q2 2026, an estimated $1.28M.
Private Advisor Group first reported a position in Guidewire Software in Q3 2019 and held it in 10 quarters.
Private Advisor Group's Guidewire Software position peaked at $1.42M in Q4 2025.
548 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.