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Twin Peaks Wealth Advisors’s Guidewire Software GWRE Stock Holding History

Twin Peaks Wealth 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
Q2 		– Sell
-87
Closed -$13K – 1052
2026
Q1 		$13K Buy
+87
New +$13.2K ﹤0.01% 924
2025
Q3 		– Sell
-53
Closed -$11K – 985
2025
Q2 		$11K Buy
+53
New +$11.4K ﹤0.01% 887

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

Twin Peaks Wealth Advisors's GWRE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 87 shares — an estimated $13K sold.

Twin Peaks Wealth Advisors first reported a position in GWRE in Q2 2025 and held it in 2 quarters. The position peaked at $13K in Q1 2026. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 87 Guidewire Software shares in Q2 2026, an estimated $13K.
  • Twin Peaks Wealth Advisors first reported a position in Guidewire Software in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Guidewire Software position peaked at $13K in Q1 2026.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.