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Aptus Capital Advisors’s Guidewire Software GWRE Stock Holding History

Aptus Capital Advisors’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-974
Closed -$229K – 1622
2025
Q2 		$229K Buy
+974
New +$209K ﹤0.01% 903

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LP
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State Street
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DCP
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ROIC
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Aptus Capital Advisors's GWRE Position: Q3 2025 in Review

Aptus Capital Advisors sold out of Guidewire Software (GWRE) in Q3 2025, closing a stake of 974 shares — an estimated $229K sold.

Aptus Capital Advisors first reported a position in GWRE in Q2 2025 and held it in 1 quarter. The position peaked at $229K in Q2 2025. 689 funds tracked by Wall St. Rank hold GWRE as of Q3 2025.

  • Aptus Capital Advisors reported no remaining Guidewire Software position as of Q3 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 974 Guidewire Software shares in Q3 2025, an estimated $229K.
  • Aptus Capital Advisors first reported a position in Guidewire Software in Q2 2025 and held it in 1 quarter.
  • Aptus Capital Advisors's Guidewire Software position peaked at $229K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2025.

Based on Aptus Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.