RMR Wealth Builders’s Guidewire Software GWRE Stock Holding History

RMR Wealth Builders’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 Q3	$507K	Hold	3,559	–	–	0.03%	187
2026 Q2	$438K	Hold	3,559	–	–	0.03%	210
2026 Q1	$532K	Hold	3,559	–	–	0.04%	171
2025 Q4	$715K	Hold	3,559	–	–	0.06%	140
2025 Q3	$818K	Sell	3,559 -815	-19%	-$185K	0.07%	128
2025 Q2	$1.03M	Hold	4,374	–	–	0.09%	109
2025 Q1	$820K	Hold	4,374	–	–	0.09%	116
2024 Q4	$737K	Hold	4,374	–	–	0.08%	128
2024 Q3	$800K	Hold	4,374	–	–	0.08%	119
2024 Q2	$603K	Hold	4,374	–	–	0.07%	137
2024 Q1	$510K	Hold	4,374	–	–	0.06%	151
2023 Q4	$477K	Hold	4,374	–	–	0.07%	146
2023 Q3	$394K	Hold	4,374	–	–	0.06%	157
2023 Q2	$333K	Hold	4,374	–	–	0.06%	159
2023 Q1	$359K	Hold	4,374	–	–	0.07%	142
2022 Q4	$274K	Hold	4,374	–	–	0.06%	150
2022 Q3	$269K	Buy	+4,374	New	+$316K	0.07%	152
2022 Q2	–	Sell	-2,537	Closed	-$240K	–	201
2022 Q1	$240K	Buy	+2,537	New	+$243K	0.05%	183
2021 Q4	–	Sell	-2,537	Closed	-$302K	–	153
2021 Q3	$302K	Hold	2,537	–	–	0.09%	137
2021 Q2	$286K	Hold	2,537	–	–	0.09%	140
2021 Q1	$258K	Hold	2,537	–	–	0.07%	154
2020 Q4	$327K	Hold	2,537	–	–	0.16%	103
2020 Q3	$265K	Hold	2,537	–	–	0.07%	168
2020 Q2	$281K	Buy	+2,537	New	+$244K	0.25%	91
2019 Q4	$278K	Buy	+2,537	New	+$284K	0.27%	82

Other funds holding GWRE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

RMR Wealth Builders's GWRE Position: Q3 2026 in Review

RMR Wealth Builders held its Guidewire Software (GWRE) position steady in Q3 2026 at 3,559 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #187.

RMR Wealth Builders first reported a position in GWRE in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.03M in Q2 2025. 373 funds tracked by Wall St. Rank hold GWRE as of Q3 2026.

RMR Wealth Builders held 3,559 shares of Guidewire Software worth $507K as of Q3 2026.
RMR Wealth Builders left its Guidewire Software share count unchanged in Q3 2026.
Guidewire Software made up 0.03% of RMR Wealth Builders's portfolio in Q3 2026, its #187 holding.
RMR Wealth Builders first reported a position in Guidewire Software in Q4 2019 and has held it in 25 quarters since.
RMR Wealth Builders's Guidewire Software position peaked at $1.03M in Q2 2025.
373 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.