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Spire Wealth Management’s Guidewire Software GWRE Stock Holding History

Spire 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 		$1.51K Sell
12
-62
-84% -$8.27K ﹤0.01% 2064
2026
Q1 		$11.1K Sell
74
-1
-1% -$152 ﹤0.01% 1584
2025
Q4 		$15.1K Sell
75
-99
-57% -$21.9K ﹤0.01% 1579
2025
Q3 		$40K Buy
174
+100
+135% +$22.7K ﹤0.01% 1307
2025
Q2 		$17.4K Hold
74
– – ﹤0.01% 1560
2025
Q1 		$13.9K Hold
74
– – ﹤0.01% 1731
2024
Q4 		$12.5K Sell
74
-6,284
-99% -$1.17M ﹤0.01% 1785
2024
Q3 		$1.16M Buy
6,358
+6,326
+19,769% +$961K 0.04% 346
2024
Q2 		$4.41K Sell
32
-5
-14% -$602 ﹤0.01% 1856
2024
Q1 		$4.32K Hold
37
– – ﹤0.01% 1964
2023
Q4 		$4.26K Hold
37
– – ﹤0.01% 1998
2023
Q3 		$3.33K Sell
37
-2
-5% -$167 ﹤0.01% 2032
2023
Q2 		$2.97K Hold
39
– – ﹤0.01% 2125
2023
Q1 		$3.2K Hold
39
– – ﹤0.01% 2151
2022
Q4 		$2K Sell
39
-390
-91% -$23.1K ﹤0.01% 2049
2022
Q3 		$26K Sell
429
-614
-59% -$44.4K ﹤0.01% 1223
2022
Q2 		$74K Sell
1,043
-874
-46% -$71.5K ﹤0.01% 1149
2022
Q1 		$181K Sell
1,917
-15
-0.8% -$1.43K ﹤0.01% 934
2021
Q4 		$219K Sell
1,932
-186
-9% -$22.1K ﹤0.01% 1054
2021
Q3 		$252K Sell
2,118
-20
-0.9% -$2.31K 0.01% 832
2021
Q2 		$241K Buy
2,138
+248
+13% +$25.8K 0.01% 868
2021
Q1 		$192K Buy
+1,890
New +$220K 0.01% 1089

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

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

Spire Wealth Management reduced its Guidewire Software (GWRE) stake by 84% in Q2 2026, selling an estimated $8.27K and leaving 12 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

Spire Wealth Management first reported a position in GWRE in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.16M in Q3 2024. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Spire Wealth Management held 12 shares of Guidewire Software worth $1.51K as of Q2 2026.
  • Spire Wealth Management sold 62 Guidewire Software shares in Q2 2026, an estimated $8.27K.
  • Guidewire Software made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2064 holding.
  • Spire Wealth Management first reported a position in Guidewire Software in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Guidewire Software position peaked at $1.16M in Q3 2024.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.