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Roxbury Financial’s Guidewire Software GWRE Stock Holding History

Roxbury Financial’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 		$7.13K Buy
+50
New +$7.94K 0.01% 348

Other funds holding GWRE

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Roxbury Financial's GWRE Position: Q3 2026 in Review

Roxbury Financial opened a new position in Guidewire Software (GWRE) in Q3 2026: 50 shares worth $7.13K. The stake represents 0.01% of the portfolio and ranks #348 among its holdings.

17 funds tracked by Wall St. Rank hold GWRE as of Q3 2026.

  • Roxbury Financial held 50 shares of Guidewire Software worth $7.13K as of Q3 2026.
  • Guidewire Software was a new Roxbury Financial position in Q3 2026.
  • Guidewire Software made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #348 holding.
  • 17 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.