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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Private Advisor Group's GWRE Position: Q1 2026 in Review

Private Advisor Group increased its Guidewire Software (GWRE) stake by 20% in Q1 2026, buying an estimated $219K and bringing the position to 8,527 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #1279.

Private Advisor Group first reported a position in GWRE in Q3 2019 and has held it in 10 quarters since. The position peaked at $1.42M in Q4 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

Private Advisor Group held 8,527 shares of Guidewire Software worth $1.28M as of Q1 2026.
Private Advisor Group bought 1,442 Guidewire Software shares in Q1 2026, an estimated $219K.
Guidewire Software made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1279 holding.
Private Advisor Group first reported a position in Guidewire Software in Q3 2019 and has held it in 10 quarters since.
Private Advisor Group's Guidewire Software position peaked at $1.42M in Q4 2025.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.