SageView Advisory Group
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SageView Advisory Group’s Guidewire Software GWRE Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-373
Closed -$75K – 1341
2025
Q4 		$75K Buy
+373
New +$82.5K ﹤0.01% 920

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SageView Advisory Group's GWRE Position: Q1 2026 in Review

SageView Advisory Group sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 373 shares — an estimated $75K sold.

SageView Advisory Group first reported a position in GWRE in Q4 2025 and held it in 1 quarter. The position peaked at $75K in Q4 2025. 598 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • SageView Advisory Group reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 373 Guidewire Software shares in Q1 2026, an estimated $75K.
  • SageView Advisory Group first reported a position in Guidewire Software in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Guidewire Software position peaked at $75K in Q4 2025.
  • 598 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.