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Planning Strategies Inc.’s Guidewire Software GWRE Stock Holding History

Planning Strategies Inc.’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 		$119K Buy
+971
New +$129K 0.07% 93

Other funds holding GWRE

WA
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RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Planning Strategies Inc.'s GWRE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Guidewire Software (GWRE) in Q2 2026: 971 shares worth $119K. The stake represents 0.07% of the portfolio and ranks #93 among its holdings.

127 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Planning Strategies Inc. held 971 shares of Guidewire Software worth $119K as of Q2 2026.
  • Guidewire Software was a new Planning Strategies Inc. position in Q2 2026.
  • Guidewire Software made up 0.07% of Planning Strategies Inc.'s portfolio in Q2 2026, its #93 holding.
  • 127 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.