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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

GWRE holding history

Guidewire Software, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GWRE overviewAll 13F holders of GWREFull Q2 2026 holdings

Shares (Q2 2026)
114
Value
$14.0K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2022
Holdings of GWRE by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026114$14.0K<0.1%+5+4.6%AddedHolders
Q1 2026109$16.3K<0.1%−216−66.5%ReducedHolders
Q4 2025325$65.3K<0.1%+55+20.4%AddedHolders
Q3 2025270$62.1K<0.1%+122+82.4%AddedHolders
Q2 2025148$34.8K<0.1%+101+214.9%AddedHolders
Q1 202547$8.81K<0.1%+47NewHolders
Q3 20240$00.0%−33−100.0%Sold outHolders
Q2 202433$4.55K<0.1%+33NewHolders
Q2 20220$00.0%−86−100.0%Sold outHolders
Q1 202286$8.00K<0.1%+86NewHolders