Rothschild Investment LLC’s Guidewire Software GWRE Stock Holding History

Rothschild Investment LLC’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	$20.5K	Sell	167 -48	-22%	-$6.4K	﹤0.01%	1541
2026 Q1	$32.2K	Buy	215 +4	+2%	+$609	﹤0.01%	1249
2025 Q4	$42.4K	Sell	211 -756	-78%	-$167K	﹤0.01%	1073
2025 Q3	$222K	Buy	967 +740	+326%	+$168K	0.01%	570
2025 Q2	$53.4K	Sell	227 -1	-0.4%	-$215	﹤0.01%	765
2025 Q1	$42.7K	Buy	228 +2	+0.9%	+$389	﹤0.01%	805
2024 Q4	$38.1K	Hold	226	–	–	﹤0.01%	847
2024 Q3	$41.3K	Buy	226 +1	+0.4%	+$152	﹤0.01%	826
2024 Q2	$31K	Buy	+225	New	+$27.1K	﹤0.01%	874

Other funds holding GWRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Rothschild Investment LLC's GWRE Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Guidewire Software (GWRE) stake by 22% in Q2 2026, selling an estimated $6.4K and leaving 167 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Rothschild Investment LLC first reported a position in GWRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $222K in Q3 2025. 410 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Rothschild Investment LLC held 167 shares of Guidewire Software worth $20.5K as of Q2 2026.
Rothschild Investment LLC sold 48 Guidewire Software shares in Q2 2026, an estimated $6.4K.
Guidewire Software made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1541 holding.
Rothschild Investment LLC first reported a position in Guidewire Software in Q2 2024 and has held it in 9 quarters since.
Rothschild Investment LLC's Guidewire Software position peaked at $222K in Q3 2025.
410 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.