Root Financial Partners
GWRE icon

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
Q3 		$6.13K Buy
+43
New +$6.83K ﹤0.01% 2142
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

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State Street
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Massachusetts Financial Services
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Root Financial Partners's GWRE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Guidewire Software (GWRE) in Q3 2026: 43 shares worth $6.13K. The stake represents ﹤0.01% of the portfolio and ranks #2142 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GWRE as recently as Q1 2026.

Root Financial Partners first reported a position in GWRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $28.7K in Q3 2025. 456 funds tracked by Wall St. Rank hold GWRE as of Q3 2026.

  • Root Financial Partners held 43 shares of Guidewire Software worth $6.13K as of Q3 2026.
  • Guidewire Software was a new Root Financial Partners position in Q3 2026.
  • Guidewire Software made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2142 holding.
  • Root Financial Partners first reported a position in Guidewire Software in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Guidewire Software position peaked at $28.7K in Q3 2025.
  • 456 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.