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CAPTRUST FINANCIAL ADVISORS: GWRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on GWRE, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 8,733 GWRE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,733 shares
    Change vs previous 13F -91 shares

    <0.01% of the 13F portfolio, value $1,074,596.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 8,824 shares
    Change vs previous 13F -4,162 shares

    <0.01% of the 13F portfolio, value $1,319,717.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 12,986 shares
    Change vs previous 13F -1,070 shares

    <0.01% of the 13F portfolio, value $2,610,316.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 14,056 shares
    Change vs previous 13F +1,495 shares

    0.01% of the 13F portfolio, value $3,230,912.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 12,561 shares
    Change vs previous 13F +902 shares

    0.01% of the 13F portfolio, value $2,957,487.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 11,659 shares
    Change vs previous 13F +275 shares

    0.01% of the 13F portfolio, value $2,184,489.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 11,384 shares
    Change vs previous 13F -1,870 shares

    0.01% of the 13F portfolio, value $1,919,115.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 13,254 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,424,687.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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