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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
Q2 		– Sell
-1,817
Closed -$272K – 1786
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

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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

Waverly Advisors's GWRE Position: Q2 2026 in Review

Waverly Advisors sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 1,817 shares — an estimated $272K sold.

Waverly Advisors first reported a position in GWRE in Q2 2014 and held it in 6 quarters. The position peaked at $354K in Q4 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Waverly Advisors reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 1,817 Guidewire Software shares in Q2 2026, an estimated $272K.
  • Waverly Advisors first reported a position in Guidewire Software in Q2 2014 and held it in 6 quarters.
  • Waverly Advisors's Guidewire Software position peaked at $354K in Q4 2025.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.