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Summit Trail Advisors’s Guidewire Software GWRE Stock Holding History

Summit Trail 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
Q1 		$2.96M Buy
19,775
+12,278
+164% +$1.87M 0.04% 313
2025
Q4 		$1.51M Buy
7,497
+2,343
+45% +$518K 0.03% 588
2025
Q3 		$1.18M Buy
+5,154
New +$1.17M 0.02% 734
2022
Q1 		– Sell
-1,859
Closed -$211K – 345
2021
Q4 		$211K Buy
1,859
+28
+2% +$3.32K 0.01% 269
2021
Q3 		$218K Buy
+1,831
New +$211K 0.02% 241
2018
Q3 		– Sell
-194
Closed -$17K – 350
2018
Q2 		$17K Buy
+194
New +$17.2K 0.01% 399

Other funds holding GWRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Summit Trail Advisors's GWRE Position: Q1 2026 in Review

Summit Trail Advisors increased its Guidewire Software (GWRE) stake by 164% in Q1 2026, buying an estimated $1.87M and bringing the position to 19,775 shares worth $2.96M. The position accounts for 0.04% of the portfolio, ranked #313.

Summit Trail Advisors first reported a position in GWRE in Q2 2018 and has held it in 6 quarters since. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Summit Trail Advisors held 19,775 shares of Guidewire Software worth $2.96M as of Q1 2026.
  • Summit Trail Advisors bought 12,278 Guidewire Software shares in Q1 2026, an estimated $1.87M.
  • Guidewire Software made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #313 holding.
  • Summit Trail Advisors first reported a position in Guidewire Software in Q2 2018 and has held it in 6 quarters since.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.