Quantum Private Wealth’s Guidewire Software GWRE Stock Holding History

Quantum Private Wealth’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	$296K	Hold	2,406	–	–	0.08%	135
2026 Q1	$360K	Hold	2,406	–	–	0.11%	110
2025 Q4	$484K	Hold	2,406	–	–	0.14%	100
2025 Q3	$553K	Hold	2,406	–	–	0.16%	93
2025 Q2	$566K	Hold	2,406	–	–	0.18%	92
2025 Q1	$451K	Hold	2,406	–	–	0.17%	105
2024 Q4	$406K	Hold	2,406	–	–	0.13%	126
2024 Q3	$440K	Hold	2,406	–	–	0.15%	121
2024 Q2	$332K	Hold	2,406	–	–	0.12%	144
2024 Q1	$281K	Hold	2,406	–	–	0.1%	150
2023 Q4	$262K	Hold	2,406	–	–	0.11%	152
2023 Q3	$217K	Buy	+2,406	New	+$201K	0.1%	162

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

Quantum Private Wealth's GWRE Position: Q2 2026 in Review

Quantum Private Wealth held its Guidewire Software (GWRE) position steady in Q2 2026 at 2,406 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #135.

Quantum Private Wealth first reported a position in GWRE in Q3 2023 and has held it in 12 quarters since. The position peaked at $566K in Q2 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Quantum Private Wealth held 2,406 shares of Guidewire Software worth $296K as of Q2 2026.
Quantum Private Wealth left its Guidewire Software share count unchanged in Q2 2026.
Guidewire Software made up 0.08% of Quantum Private Wealth's portfolio in Q2 2026, its #135 holding.
Quantum Private Wealth first reported a position in Guidewire Software in Q3 2023 and has held it in 12 quarters since.
Quantum Private Wealth's Guidewire Software position peaked at $566K in Q2 2025.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Quantum Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.