Position in GWRE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$355,245
-$438,469 QoQ
Shares Held
2,887
-45.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#334
of 544 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GWRE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ALTFEST L J & CO INC holds $2,510,674 across 6 Software - Application names. GWRE ranks #4 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
2,192 | $822,701 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,558 | $572,864 | |
| 3 | SHOP |
Shopify Inc.
|
3,734 | $426,348 | |
| 4 | GWRE |
Guidewire Software, Inc.
This page
|
2,887 | $355,245 | |
| 5 | NOW |
ServiceNow, Inc.
|
2,953 | $293,173 | |
| 6 | ALIT |
Alight, Inc. / Delaware
|
3,602 | $40,343 |
All Filings in GWRE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,245 | 2,887 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $793,714 | 5,307 | Shares | Sole | 2026-04-28 | |
| 2025-06-30 | $347,995 | 1,478 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $589,809 | 3,148 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $755,744 | 4,483 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,122,885 | 6,138 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $692,621 | 5,023 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $413,503 | 3,543 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $400,394 | 3,672 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $500,310 | 5,559 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $420,418 | 5,526 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $459,972 | 5,606 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||