TFC Financial Management’s Guidewire Software GWRE Stock Holding History

TFC Financial 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	$616	Buy	+5	New	+$667	﹤0.01%	715
2026 Q1	–	Sell	-1	Closed	-$202	–	1031
2025 Q4	$202	Hold	1	–	–	﹤0.01%	773
2025 Q3	$230	Hold	1	–	–	﹤0.01%	783
2025 Q2	$236	Buy	+1	New	+$215	﹤0.01%	759
2024 Q2	–	Sell	-1	Closed	-$117	–	1020
2024 Q1	$117	Buy	+1	New	+$114	﹤0.01%	808
2020 Q4	–	Sell	-93	Closed	-$10K	–	573
2020 Q3	$10K	Buy	+93	New	+$10.4K	﹤0.01%	298

Other funds holding GWRE

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

TFC Financial Management's GWRE Position: Q2 2026 in Review

TFC Financial Management opened a new position in Guidewire Software (GWRE) in Q2 2026: 5 shares worth $616. The stake represents ﹤0.01% of the portfolio and ranks #715 among its holdings. This is a return to the name: TFC Financial Management previously reported a position in GWRE as recently as Q4 2025.

TFC Financial Management first reported a position in GWRE in Q3 2020 and has held it in 6 quarters since. The position peaked at $10K in Q3 2020. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

TFC Financial Management held 5 shares of Guidewire Software worth $616 as of Q2 2026.
Guidewire Software was a new TFC Financial Management position in Q2 2026.
Guidewire Software made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #715 holding.
TFC Financial Management first reported a position in Guidewire Software in Q3 2020 and has held it in 6 quarters since.
TFC Financial Management's Guidewire Software position peaked at $10K in Q3 2020.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.