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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

GWRE holding history

Guidewire Software, Inc. in every 13F filed by Portside Wealth Group, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2024
Holdings of GWRE by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,951−100.0%Sold outHolders
Q1 20261,951$291.8K<0.1%−1,083−35.7%ReducedHolders
Q4 20253,034$609.9K0.1%−669−18.1%ReducedHolders
Q3 20253,703$851.2K0.1%−185−4.8%ReducedHolders
Q2 20253,888$915.4K0.1%+1,164+42.7%AddedHolders
Q1 20252,724$510.4K0.1%+2,724NewHolders
Q4 20240$00.0%−1,100−100.0%Sold outHolders
Q3 20241,100$201.2K<0.1%+1,100NewHolders