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SHP Wealth Management’s Guidewire Software GWRE Stock Holding History

SHP Wealth Management’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 		$33.5K Buy
272
+72
+36% +$9.6K ﹤0.01% 644
2026
Q1 		$29.9K Buy
200
+85
+74% +$12.9K ﹤0.01% 618
2025
Q4 		$23.1K Buy
+115
New +$25.4K ﹤0.01% 654

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 $3.38T AUM 44.17% 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

SHP Wealth Management's GWRE Position: Q2 2026 in Review

SHP Wealth Management increased its Guidewire Software (GWRE) stake by 36% in Q2 2026, buying an estimated $9.6K and bringing the position to 272 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

SHP Wealth Management first reported a position in GWRE in Q4 2025 and has held it in 3 quarters since. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • SHP Wealth Management held 272 shares of Guidewire Software worth $33.5K as of Q2 2026.
  • SHP Wealth Management bought 72 Guidewire Software shares in Q2 2026, an estimated $9.6K.
  • Guidewire Software made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #644 holding.
  • SHP Wealth Management first reported a position in Guidewire Software in Q4 2025 and has held it in 3 quarters since.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.