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Wedmont Private Capital’s Guidewire Software GWRE Stock Holding History

Wedmont Private Capital’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
Q3 		$535K Buy
3,248
+1,475
+83% +$234K 0.01% 572
2026
Q2 		$241K Sell
1,773
-742
-30% -$98.9K 0.01% 845
2026
Q1 		$344K Buy
2,515
+482
+24% +$73.3K 0.01% 617
2025
Q4 		$382K Buy
2,033
+95
+5% +$21K 0.01% 567
2025
Q3 		$440K Buy
1,938
+75
+4% +$17.1K 0.02% 497
2025
Q2 		$431K Buy
1,863
+38
+2% +$8.16K 0.02% 472
2025
Q1 		$348K Buy
1,825
+234
+15% +$45.5K 0.02% 479
2024
Q4 		$272K Sell
1,591
-566
-26% -$106K 0.01% 564
2024
Q3 		$393K Buy
2,157
+658
+44% +$99.9K 0.02% 436
2024
Q2 		$207K Buy
+1,499
New +$180K 0.01% 605

Other funds holding GWRE

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return

Wedmont Private Capital's GWRE Position: Q3 2026 in Review

Wedmont Private Capital increased its Guidewire Software (GWRE) stake by 83% in Q3 2026, buying an estimated $234K and bringing the position to 3,248 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #572.

Wedmont Private Capital first reported a position in GWRE in Q2 2024 and has held it in 10 quarters since. 28 funds tracked by Wall St. Rank hold GWRE as of Q3 2026.

  • Wedmont Private Capital held 3,248 shares of Guidewire Software worth $535K as of Q3 2026.
  • Wedmont Private Capital bought 1,475 Guidewire Software shares in Q3 2026, an estimated $234K.
  • Guidewire Software made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #572 holding.
  • Wedmont Private Capital first reported a position in Guidewire Software in Q2 2024 and has held it in 10 quarters since.
  • 28 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.