Skip to content
Disclosery

Advisors Capital Management, LLC: GWRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on GWRE, newest first. How the timeline and the estimate are built.

Advisors Capital Management, LLC held 58,744 GWRE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,744 shares
    Change vs previous 13F -3,350 shares

    0.08% of the 13F portfolio, value $7,228,455.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 62,094 shares
    Change vs previous 13F +5,346 shares

    0.11% of the 13F portfolio, value $9,286,786.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 56,748 shares
    Change vs previous 13F +6,384 shares

    0.13% of the 13F portfolio, value $11,406,926.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 50,364 shares
    Change vs previous 13F +7,248 shares

    0.14% of the 13F portfolio, value $11,576,680.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,116 shares
    Change vs previous 13F -137 shares

    0.14% of the 13F portfolio, value $10,151,674.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 43,253 shares
    Change vs previous 13F +1,599 shares

    0.13% of the 13F portfolio, value $8,103,891.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 41,654 shares
    Change vs previous 13F +2,075 shares

    0.11% of the 13F portfolio, value $7,022,031.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 39,579 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $7,241,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).