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Rialto Wealth Management’s Guidewire Software GWRE Stock Holding History

Rialto Wealth Management’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 		$616 Sell
5
-2
-29% -$267 ﹤0.01% 1572
2026
Q1 		$1.05K Hold
7
– – ﹤0.01% 1086
2025
Q4 		$1.41K Hold
7
– – ﹤0.01% 881
2025
Q3 		$1.61K Hold
7
– – ﹤0.01% 733
2025
Q2 		$1.65K Buy
7
+4
+133% +$859 ﹤0.01% 665
2025
Q1 		$563 Buy
+3
New +$583 ﹤0.01% 752

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 $3.38T AUM 44.17% 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

Rialto Wealth Management's GWRE Position: Q2 2026 in Review

Rialto Wealth Management reduced its Guidewire Software (GWRE) stake by 29% in Q2 2026, selling an estimated $267 and leaving 5 shares worth $616. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Rialto Wealth Management first reported a position in GWRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.65K in Q2 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Rialto Wealth Management held 5 shares of Guidewire Software worth $616 as of Q2 2026.
  • Rialto Wealth Management sold 2 Guidewire Software shares in Q2 2026, an estimated $267.
  • Guidewire Software made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1572 holding.
  • Rialto Wealth Management first reported a position in Guidewire Software in Q1 2025 and has held it in 6 quarters since.
  • Rialto Wealth Management's Guidewire Software position peaked at $1.65K in Q2 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.