Atria Wealth Solutions’s Guidewire Software GWRE Stock Holding History

Atria Wealth Solutions’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 Q2	$507K	Sell	2,156 -573	-21%	-$123K	0.01%	905
2025 Q1	$511K	Buy	2,729 +349	+15%	+$67.8K	0.01%	1189
2024 Q4	$401K	Buy	2,380 +23	+1%	+$4.3K	﹤0.01%	1386
2024 Q3	$431K	Sell	2,357 -246	-9%	-$37.4K	﹤0.01%	1311
2024 Q2	$359K	Sell	2,603 -102	-4%	-$12.3K	﹤0.01%	1399
2024 Q1	$316K	Sell	2,705 -27	-1%	-$3.09K	﹤0.01%	1525
2023 Q4	$298K	Sell	2,732 -45	-2%	-$4.29K	﹤0.01%	1508
2023 Q3	$250K	Sell	2,777 -96	-3%	-$8.01K	﹤0.01%	1537
2023 Q2	$219K	Sell	2,873 -18	-0.6%	-$1.38K	﹤0.01%	1636
2023 Q1	$237K	Buy	+2,891	New	+$210K	﹤0.01%	1567
2022 Q4	–	Sell	-7,843	Closed	-$483K	–	1830
2022 Q3	$483K	Buy	7,843 +757	+11%	+$54.7K	0.01%	1041
2022 Q2	$503K	Buy	7,086 +249	+4%	+$20.4K	0.01%	969
2022 Q1	$647K	Buy	+6,837	New	+$654K	0.01%	926

Other funds holding GWRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Atria Wealth Solutions's GWRE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Guidewire Software (GWRE) stake by 21% in Q2 2025, selling an estimated $123K and leaving 2,156 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #905.

Atria Wealth Solutions first reported a position in GWRE in Q1 2022 and has held it in 13 quarters since. The position peaked at $647K in Q1 2022. 677 funds tracked by Wall St. Rank hold GWRE as of Q2 2025.

Atria Wealth Solutions held 2,156 shares of Guidewire Software worth $507K as of Q2 2025.
Atria Wealth Solutions sold 573 Guidewire Software shares in Q2 2025, an estimated $123K.
Guidewire Software made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #905 holding.
Atria Wealth Solutions first reported a position in Guidewire Software in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Guidewire Software position peaked at $647K in Q1 2022.
677 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.