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Sequoia Financial Advisors’s Guidewire Software GWRE Stock Holding History

Sequoia Financial Advisors’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 		$312K Sell
2,534
-820
-24% -$109K ﹤0.01% 1648
2026
Q1 		$502K Buy
3,354
+635
+23% +$96.6K ﹤0.01% 1271
2025
Q4 		$547K Buy
2,719
+134
+5% +$29.6K ﹤0.01% 1231
2025
Q3 		$594K Buy
2,585
+750
+41% +$171K ﹤0.01% 1046
2025
Q2 		$432K Buy
1,835
+73
+4% +$15.7K ﹤0.01% 1074
2025
Q1 		$330K Buy
1,762
+238
+16% +$46.3K ﹤0.01% 1024
2024
Q4 		$257K Sell
1,524
-6
-0.4% -$1.12K ﹤0.01% 1087
2024
Q3 		$280K Sell
1,530
-62
-4% -$9.42K ﹤0.01% 1000
2024
Q2 		$220K Buy
+1,592
New +$192K ﹤0.01% 1053

Other funds holding GWRE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Sequoia Financial Advisors's GWRE Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Guidewire Software (GWRE) stake by 24% in Q2 2026, selling an estimated $109K and leaving 2,534 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Sequoia Financial Advisors first reported a position in GWRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $594K in Q3 2025. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Sequoia Financial Advisors held 2,534 shares of Guidewire Software worth $312K as of Q2 2026.
  • Sequoia Financial Advisors sold 820 Guidewire Software shares in Q2 2026, an estimated $109K.
  • Guidewire Software made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1648 holding.
  • Sequoia Financial Advisors first reported a position in Guidewire Software in Q2 2024 and has held it in 9 quarters since.
  • Sequoia Financial Advisors's Guidewire Software position peaked at $594K in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.