MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in GWRE — Guidewire Software, Inc.
CIK 1607355
GLASTONBURY, CT
Position in GWRE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,915
-$7,953 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#435
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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $163,902 across 8 Software - Application names. GWRE ranks #2 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
200 | $44,790 | |
| 2 | GWRE |
Guidewire Software, Inc.
This page
|
300 | $36,915 | |
| 3 | ADBE |
Adobe Inc.
|
105 | $21,527 | |
| 4 | PAYX |
Paychex Inc
|
200 | $19,666 | |
| 5 | PAYC |
Paycom Software, Inc.
|
125 | $15,710 | |
| 6 | UBER |
Uber Technologies, Inc
|
150 | $10,824 | |
| 7 | NOW |
ServiceNow, Inc.
|
100 | $9,928 | |
| 8 | NICE |
NICE Ltd.
|
50 | $4,542 |
All Filings in GWRE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,915 | 300 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $44,868 | 300 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $60,303 | 300 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $68,958 | 300 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $70,635 | 300 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $56,208 | 300 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $50,574 | 300 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $54,882 | 300 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $41,367 | 300 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $35,013 | 300 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $32,712 | 300 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $27,000 | 300 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $22,824 | 300 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $24,615 | 300 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $18,768 | 300 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $18,474 | 300 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||