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Avantax Advisory Services’s Guidewire Software GWRE Stock Holding History

Avantax Advisory Services’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 		$428K Buy
1,817
+543
+43% +$117K ﹤0.01% 1681
2025
Q1 		$239K Sell
1,274
-173
-12% -$33.6K ﹤0.01% 1991
2024
Q4 		$244K Sell
1,447
-253
-15% -$47.3K ﹤0.01% 1928
2024
Q3 		$311K Buy
1,700
+9
+0.5% +$1.37K ﹤0.01% 1722
2024
Q2 		$233K Buy
+1,691
New +$203K ﹤0.01% 1864

Other funds holding GWRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
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

Avantax Advisory Services's GWRE Position: Q2 2025 in Review

Avantax Advisory Services increased its Guidewire Software (GWRE) stake by 43% in Q2 2025, buying an estimated $117K and bringing the position to 1,817 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Avantax Advisory Services first reported a position in GWRE in Q2 2024 and has held it in 5 quarters since. 677 funds tracked by Wall St. Rank hold GWRE as of Q2 2025.

  • Avantax Advisory Services held 1,817 shares of Guidewire Software worth $428K as of Q2 2025.
  • Avantax Advisory Services bought 543 Guidewire Software shares in Q2 2025, an estimated $117K.
  • Guidewire Software made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1681 holding.
  • Avantax Advisory Services first reported a position in Guidewire Software in Q2 2024 and has held it in 5 quarters since.
  • 677 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.