Sunbelt Securities’s Guidewire Software GWRE Stock Holding History

Sunbelt Securities’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	$748	Buy	+5	New	+$761	﹤0.01%	2176
2025 Q4	–	Sell	-5	Closed	-$1.15K	–	2851
2025 Q3	$1.15K	Sell	5 -19	-79%	-$4.32K	﹤0.01%	2014
2025 Q2	$4.05K	Hold	24	–	–	﹤0.01%	1491
2025 Q1	$4.5K	Hold	24	–	–	﹤0.01%	1441
2024 Q4	$4.05K	Sell	24 -25	-51%	-$4.67K	﹤0.01%	1491
2024 Q3	$8.96K	Buy	49 +25	+104%	+$3.8K	﹤0.01%	1309
2024 Q2	$3.31K	Sell	24 -82	-77%	-$9.87K	﹤0.01%	1468
2024 Q1	$12.4K	Hold	106	–	–	﹤0.01%	1194
2023 Q4	$11.6K	Hold	106	–	–	﹤0.01%	1141
2023 Q3	$9.54K	Hold	106	–	–	﹤0.01%	1162
2023 Q2	$8.06K	Buy	106 +53	+100%	+$4.06K	﹤0.01%	1226
2023 Q1	$4.21K	Buy	+53	New	+$3.85K	﹤0.01%	1331

Other funds holding GWRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Sunbelt Securities's GWRE Position: Q1 2026 in Review

Sunbelt Securities opened a new position in Guidewire Software (GWRE) in Q1 2026: 5 shares worth $748. The stake represents ﹤0.01% of the portfolio and ranks #2176 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in GWRE as recently as Q3 2025.

Sunbelt Securities first reported a position in GWRE in Q1 2023 and has held it in 12 quarters since. The position peaked at $12.4K in Q1 2024. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

Sunbelt Securities held 5 shares of Guidewire Software worth $748 as of Q1 2026.
Guidewire Software was a new Sunbelt Securities position in Q1 2026.
Guidewire Software made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2176 holding.
Sunbelt Securities first reported a position in Guidewire Software in Q1 2023 and has held it in 12 quarters since.
Sunbelt Securities's Guidewire Software position peaked at $12.4K in Q1 2024.
593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.