Strategic Planning Inc’s Guidewire Software GWRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$431K Hold
2,879
0.22% 37
2025
Q4
$579K Hold
2,879
0.31% 34
2025
Q3
$662K Hold
2,879
0.38% 30
2025
Q2
$678K Hold
2,879
0.41% 34
2025
Q1
$539K Buy
+2,879
New +$560K 0.3% 37

Other funds holding GWRE

Strategic Planning Inc's GWRE Position: Q1 2026 in Review

Strategic Planning Inc held its Guidewire Software (GWRE) position steady in Q1 2026 at 2,879 shares worth $431K. The position accounts for 0.22% of the portfolio, ranked #37.

Strategic Planning Inc first reported a position in GWRE in Q1 2025 and has held it in 5 quarters since. The position peaked at $678K in Q2 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Strategic Planning Inc held 2,879 shares of Guidewire Software worth $431K as of Q1 2026.
  • Strategic Planning Inc left its Guidewire Software share count unchanged in Q1 2026.
  • Guidewire Software made up 0.22% of Strategic Planning Inc's portfolio in Q1 2026, its #37 holding.
  • Strategic Planning Inc first reported a position in Guidewire Software in Q1 2025 and has held it in 5 quarters since.
  • Strategic Planning Inc's Guidewire Software position peaked at $678K in Q2 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.