Prospera Financial Services’s Guidewire Software GWRE Stock Holding History

Prospera Financial Services’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	$765K	Buy	6,219 +564	+10%	+$75.2K	0.01%	878
2026 Q1	$846K	Buy	+5,655	New	+$860K	0.01%	784
2022 Q3	–	Sell	-358	Closed	-$25K	–	1150
2022 Q2	$25K	Sell	358 -100	-22%	-$8.18K	﹤0.01%	1167
2022 Q1	$43K	Buy	+458	New	+$43.8K	﹤0.01%	1436
2020 Q4	–	Sell	-401	Closed	-$42K	–	1037
2020 Q3	$42K	Buy	+401	New	+$45K	0.02%	679

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

Prospera Financial Services's GWRE Position: Q2 2026 in Review

Prospera Financial Services increased its Guidewire Software (GWRE) stake by 10% in Q2 2026, buying an estimated $75.2K and bringing the position to 6,219 shares worth $765K. The position accounts for 0.01% of the portfolio, ranked #878.

Prospera Financial Services first reported a position in GWRE in Q3 2020 and has held it in 5 quarters since. The position peaked at $846K in Q1 2026. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Prospera Financial Services held 6,219 shares of Guidewire Software worth $765K as of Q2 2026.
Prospera Financial Services bought 564 Guidewire Software shares in Q2 2026, an estimated $75.2K.
Guidewire Software made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #878 holding.
Prospera Financial Services first reported a position in Guidewire Software in Q3 2020 and has held it in 5 quarters since.
Prospera Financial Services's Guidewire Software position peaked at $846K in Q1 2026.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.