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United Capital Financial Advisors’s Guidewire Software GWRE Stock Holding History

United Capital Financial 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 		$548K Sell
3,661
-805
-18% -$122K ﹤0.01% 1021
2025
Q4 		$898K Buy
4,466
+51
+1% +$11.3K 0.01% 776
2025
Q3 		$1.01M Buy
4,415
+3,319
+303% +$755K 0.01% 636
2025
Q2 		$258K Buy
+1,096
New +$235K ﹤0.01% 974

Other funds holding GWRE

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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

United Capital Financial Advisors's GWRE Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Guidewire Software (GWRE) stake by 18% in Q1 2026, selling an estimated $122K and leaving 3,661 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

United Capital Financial Advisors first reported a position in GWRE in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q3 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • United Capital Financial Advisors held 3,661 shares of Guidewire Software worth $548K as of Q1 2026.
  • United Capital Financial Advisors sold 805 Guidewire Software shares in Q1 2026, an estimated $122K.
  • Guidewire Software made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1021 holding.
  • United Capital Financial Advisors first reported a position in Guidewire Software in Q2 2025 and has held it in 4 quarters since.
  • United Capital Financial Advisors's Guidewire Software position peaked at $1.01M in Q3 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.