Whipplewood Advisors’s Guidewire Software GWRE Stock Holding History

Whipplewood 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	$1.11K	Hold	9	–	–	﹤0.01%	534
2026 Q1	$1.35K	Buy	+9	New	+$1.37K	﹤0.01%	842
2025 Q3	–	Sell	-15	Closed	-$3.53K	–	669
2025 Q2	$3.53K	Sell	15 -1	-6%	-$215	﹤0.01%	762
2025 Q1	$3.19K	Sell	16 -1	-6%	-$194	﹤0.01%	791
2024 Q4	$2.87K	Buy	+17	New	+$3.18K	﹤0.01%	806

Other funds holding GWRE

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Whipplewood Advisors's GWRE Position: Q2 2026 in Review

Whipplewood Advisors held its Guidewire Software (GWRE) position steady in Q2 2026 at 9 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Whipplewood Advisors first reported a position in GWRE in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.53K in Q2 2025. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

Whipplewood Advisors held 9 shares of Guidewire Software worth $1.11K as of Q2 2026.
Whipplewood Advisors left its Guidewire Software share count unchanged in Q2 2026.
Guidewire Software made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #534 holding.
Whipplewood Advisors first reported a position in Guidewire Software in Q4 2024 and has held it in 5 quarters since.
Whipplewood Advisors's Guidewire Software position peaked at $3.53K in Q2 2025.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.