NewEdge Wealth, LLC

SEC CIK: 0001861796
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

GWRE holding history

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

GWRE overview All 13F holders of GWRE Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2025

Holdings of GWRE by NewEdge Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−4,987−100.0%	Sold out	Holders
Q4 2025	4,987	$1.00M	<0.1%	+39+0.8%	Added	Holders
Q3 2025	4,948	$1.09M	<0.1%	−3,637−42.4%	Reduced	Holders
Q2 2025	8,585	$1.87M	<0.1%	+8,585	New	Holders