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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wedmont Private Capital's GWRE Position: Q2 2026 in Review

Wedmont Private Capital reduced its Guidewire Software (GWRE) stake by 30% in Q2 2026, selling an estimated $98.9K and leaving 1,773 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #845.

Wedmont Private Capital first reported a position in GWRE in Q2 2024 and has held it in 9 quarters since. The position peaked at $440K in Q3 2025. 241 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Wedmont Private Capital held 1,773 shares of Guidewire Software worth $241K as of Q2 2026.
  • Wedmont Private Capital sold 742 Guidewire Software shares in Q2 2026, an estimated $98.9K.
  • Guidewire Software made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #845 holding.
  • Wedmont Private Capital first reported a position in Guidewire Software in Q2 2024 and has held it in 9 quarters since.
  • Wedmont Private Capital's Guidewire Software position peaked at $440K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.