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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
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

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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
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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

Twin Peaks Wealth Advisors's GWRE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Guidewire Software (GWRE) in Q1 2026: 87 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #924 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in GWRE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in GWRE in Q2 2025 and has held it in 2 quarters since. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 87 shares of Guidewire Software worth $13K as of Q1 2026.
  • Guidewire Software was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Guidewire Software made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #924 holding.
  • Twin Peaks Wealth Advisors first reported a position in Guidewire Software in Q2 2025 and has held it in 2 quarters since.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.