Greenwich Wealth Management LLC
Position in GWRE — Guidewire Software, Inc.
CIK 1439805
GREENWICH, CT
Position in GWRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,628,402
-$975,312 QoQ
Shares Held
37,614
+0.4% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#152
of 544 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GWRE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Greenwich Wealth Management LLC holds $17,038,610 across 8 Software - Application names. GWRE ranks #3 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCU |
Docusign, Inc.
|
120,835 | $5,367,490 | |
| 2 | PAYC |
Paycom Software, Inc.
|
40,723 | $5,118,066 | |
| 3 | GWRE |
Guidewire Software, Inc.
This page
|
37,614 | $4,628,402 | |
| 4 | NOW |
ServiceNow, Inc.
|
5,816 | $577,412 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,163 | $484,403 | |
| 6 | ADBE |
Adobe Inc.
|
1,857 | $380,722 | |
| 7 | CRM |
Salesforce, Inc.
|
2,203 | $345,121 | |
| 8 | FRSH |
Freshworks Inc.
|
13,537 | $136,994 |
All Filings in GWRE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,628,402 | 37,614 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,603,714 | 37,468 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,513,351 | 37,378 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,583,661 | 37,343 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,762,978 | 37,218 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,957,238 | 37,133 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $6,271,176 | 37,200 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,796,403 | 37,151 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,134,885 | 37,239 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,335,893 | 37,151 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,050,945 | 37,151 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,334,500 | 37,050 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,818,764 | 37,050 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,039,952 | 37,050 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,317,848 | 37,050 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,400,945 | 22,750 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||