GDS Wealth Management

Position in GWRE — Guidewire Software, Inc.

CIK 1940869 FLOWER MOUND, TX

Position in GWRE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$837,601

-$6,093,308 QoQ

Shares Held

6,807

-85.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#263

of 544 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

GDS Wealth Management holds $59,900,660 across 5 Software - Application names. GWRE ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	77,576	$29,115,824
2	CRM	Salesforce, Inc.	145,671	$22,820,818
3	HUBS	Hubspot Inc	37,445	$6,834,086
4	GWRE	Guidewire Software, Inc. This page	6,807	$837,601
5	PAYC	Paycom Software, Inc.	2,326	$292,331

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$837,601	6,807	-85.3%	Shares	Sole	2026-08-13
2026-03-31	$6,930,909	46,342	+32.6%	Shares	Sole	2026-04-27
2025-12-31	$7,026,103	34,954	-24.6%	Shares	Sole	2026-02-02
2025-09-30	$10,656,309	46,360	+12.5%	Shares	Sole	2025-10-31
2025-06-30	$9,701,246	41,203	+33.7%	Shares	Sole	2025-08-12
2025-03-31	$5,773,685	30,816	+64.3%	Shares	Sole	2025-05-14
2024-12-31	$3,161,212	18,752	+618.5%	Shares	Sole	2025-01-24
2024-09-30	$477,473	2,610	—	Shares	Sole	2024-11-04
No filing history on record for this holder in this stock.