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Bayesian Capital Management’s Guidewire Software GWRE Stock Holding History

Bayesian Capital Management’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
Q4 		– Sell
-9,200
Closed -$2.11M – 299
2025
Q3 		$2.11M Sell
9,200
-2,984
-24% -$679K 0.43% 64
2025
Q2 		$2.87M Buy
+12,184
New +$2.62M 0.45% 54
2024
Q4 		– Sell
-13,800
Closed -$2.52M – 808
2024
Q3 		$2.52M Buy
13,800
+7,700
+126% +$1.17M 0.3% 94
2024
Q2 		$841K Buy
+6,100
New +$734K 0.1% 272
2023
Q2 		– Sell
-11,309
Closed -$928K – 906
2023
Q1 		$928K Buy
+11,309
New +$822K 0.11% 248
2020
Q4 		– Sell
-3,876
Closed -$404K – 542
2020
Q3 		$404K Buy
+3,876
New +$435K 0.1% 276
2019
Q3 		– Sell
-10,287
Closed -$1.04M – 590
2019
Q2 		$1.04M Buy
10,287
+3,187
+45% +$325K 0.22% 135
2019
Q1 		$690K Buy
+7,100
New +$635K 0.13% 217
2018
Q2 		– Sell
-11,700
Closed -$946K – 645
2018
Q1 		$946K Buy
+11,700
New +$941K 0.24% 130
2017
Q4 		– Sell
-20,600
Closed -$1.6M – 612
2017
Q3 		$1.6M Buy
+20,600
New +$1.51M 0.38% 70
2017
Q2 		– Sell
-6,053
Closed -$341K – 503
2017
Q1 		$341K Buy
+6,053
New +$331K 0.16% 235
2016
Q2 		– Sell
-5,291
Closed -$288K – 460
2016
Q1 		$288K Buy
+5,291
New +$276K 0.27% 163

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Bayesian Capital Management's GWRE Position: Q4 2025 in Review

Bayesian Capital Management sold out of Guidewire Software (GWRE) in Q4 2025, closing a stake of 9,200 shares — an estimated $2.11M sold.

Bayesian Capital Management first reported a position in GWRE in Q1 2016 and held it in 12 quarters. The position peaked at $2.87M in Q2 2025. 670 funds tracked by Wall St. Rank hold GWRE as of Q4 2025.

  • Bayesian Capital Management reported no remaining Guidewire Software position as of Q4 2025 after selling out during the quarter.
  • Bayesian Capital Management sold 9,200 Guidewire Software shares in Q4 2025, an estimated $2.11M.
  • Bayesian Capital Management first reported a position in Guidewire Software in Q1 2016 and held it in 12 quarters.
  • Bayesian Capital Management's Guidewire Software position peaked at $2.87M in Q2 2025.
  • 670 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2025.

Based on Bayesian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.