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Root Financial Partners’s Guidewire Software GWRE Stock Holding History

Root Financial Partners’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 		– Sell
-86
Closed -$12.9K – 1575
2026
Q1 		$12.9K Sell
86
-28
-25% -$4.26K ﹤0.01% 1564
2025
Q4 		$22.9K Sell
114
-11
-9% -$2.43K ﹤0.01% 1115
2025
Q3 		$28.7K Buy
+125
New +$28.4K ﹤0.01% 917

Other funds holding GWRE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Root Financial Partners's GWRE Position: Q2 2026 in Review

Root Financial Partners sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 86 shares — an estimated $12.9K sold.

Root Financial Partners first reported a position in GWRE in Q3 2025 and held it in 3 quarters. The position peaked at $28.7K in Q3 2025. 145 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Root Financial Partners reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 86 Guidewire Software shares in Q2 2026, an estimated $12.9K.
  • Root Financial Partners first reported a position in Guidewire Software in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Guidewire Software position peaked at $28.7K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.