James T. Borello RIA’s Guidewire Software GWRE Stock Holding History

James T. Borello RIA’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	-68	Closed	-$10.2K	–	1243
2026 Q1	$10.2K	Buy	68 +59	+656%	+$8.98K	﹤0.01%	562
2025 Q4	$1.81K	Sell	9 -4	-31%	-$885	﹤0.01%	798
2025 Q3	$2.99K	Buy	+13	New	+$2.96K	﹤0.01%	650

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

James T. Borello RIA's GWRE Position: Q2 2026 in Review

James T. Borello RIA sold out of Guidewire Software (GWRE) in Q2 2026, closing a stake of 68 shares — an estimated $10.2K sold.

James T. Borello RIA first reported a position in GWRE in Q3 2025 and held it in 3 quarters. The position peaked at $10.2K in Q1 2026. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

James T. Borello RIA reported no remaining Guidewire Software position as of Q2 2026 after selling out during the quarter.
James T. Borello RIA sold 68 Guidewire Software shares in Q2 2026, an estimated $10.2K.
James T. Borello RIA first reported a position in Guidewire Software in Q3 2025 and held it in 3 quarters.
James T. Borello RIA's Guidewire Software position peaked at $10.2K in Q1 2026.
549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.