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Waverly Advisors’s Guidewire Software GWRE Stock Holding History

Waverly 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 		$272K Buy
1,817
+55
+3% +$8.37K ﹤0.01% 1350
2025
Q4 		$354K Buy
1,762
+694
+65% +$154K ﹤0.01% 1142
2025
Q3 		$245K Buy
1,068
+212
+25% +$48.2K ﹤0.01% 1118
2025
Q2 		$202K Buy
+856
New +$184K ﹤0.01% 1122
2015
Q4 		– Sell
-785
Closed -$41K – 240
2015
Q3 		$41K Buy
+785
New +$43.4K 0.03% 161
2014
Q3 		– Sell
-1,000
Closed -$41K – 774
2014
Q2 		$41K Buy
+1,000
New +$39.6K 0.02% 258

Other funds holding GWRE

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

Waverly Advisors's GWRE Position: Q1 2026 in Review

Waverly Advisors increased its Guidewire Software (GWRE) stake by 3.1% in Q1 2026, buying an estimated $8.37K and bringing the position to 1,817 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Waverly Advisors first reported a position in GWRE in Q2 2014 and has held it in 6 quarters since. The position peaked at $354K in Q4 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Waverly Advisors held 1,817 shares of Guidewire Software worth $272K as of Q1 2026.
  • Waverly Advisors bought 55 Guidewire Software shares in Q1 2026, an estimated $8.37K.
  • Guidewire Software made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1350 holding.
  • Waverly Advisors first reported a position in Guidewire Software in Q2 2014 and has held it in 6 quarters since.
  • Waverly Advisors's Guidewire Software position peaked at $354K in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

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