Aaron Wealth Advisors LLC GWRE — GUIDEWIRE SOFTWARE

Ownership history in Aaron Wealth Advisors LLC  ·  6 quarters on record

AI Ownership Summary

Aaron Wealth Advisors LLC reported GUIDEWIRE SOFTWARE (GWRE) in 6 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows GWRE at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GWRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aaron Wealth Advisors LLC's position in GUIDEWIRE SOFTWARE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

GWRE was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aaron Wealth Advisors LLC held GWRE — position size vs. price
% of Fund (quarterly)    GWRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 3,162 -800 -20.2% 0.02% $451K 2026-10-13 $165.78
2026 Q2 REDUCED 27.7% +18.0% ❌ 3,962 -1,518 -27.7% 0.02% $488K 2026-07-16 $148.91
2026 Q1 ADDED — — — 5,480 +3,508 +177.9% 0.05% $820K 2026-04-21 $141.04
2025 Q4 REDUCED 60.7% -25.6% ✅ 1,972 -3,043 -60.7% 0.02% $396K 2026-01-21 $158.96
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Aaron Wealth Advisors LLC and GWRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aaron Wealth Advisors LLC reported owning GWRE?

Aaron Wealth Advisors LLC reported GWRE across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported GWRE position in Aaron Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for GWRE was 0.05% in 2026 Q1.

What is the latest reported GWRE position on this page?

The most recent filing on this page is 2026 Q3, when Aaron Wealth Advisors LLC reported 3,162 shares, equal to 0.02% of portfolio, with an estimated market value of $451K.

What does the chart on this GWRE ownership page compare?

The chart compares Aaron Wealth Advisors LLC's quarterly GWRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Aaron Wealth Advisors LLC time their GWRE position?

Based on 13F filing dates vs. subsequent GWRE price moves, Aaron Wealth Advisors LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on GWRE relative to SPY over the holding period was -27.0%.

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