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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

SHP Wealth Management's GWRE Position: Q1 2026 in Review

SHP Wealth Management increased its Guidewire Software (GWRE) stake by 74% in Q1 2026, buying an estimated $12.9K and bringing the position to 200 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

SHP Wealth Management first reported a position in GWRE in Q4 2025 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • SHP Wealth Management held 200 shares of Guidewire Software worth $29.9K as of Q1 2026.
  • SHP Wealth Management bought 85 Guidewire Software shares in Q1 2026, an estimated $12.9K.
  • Guidewire Software made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #618 holding.
  • SHP Wealth Management first reported a position in Guidewire Software in Q4 2025 and has held it in 2 quarters since.
  • 595 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.