BAM
GWRE icon

Belpointe Asset Management’s Guidewire Software GWRE Stock Holding History

Belpointe Asset 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
-2,066
Closed -$475K – 1060
2025
Q3 		$475K Buy
+2,066
New +$470K 0.02% 644
2025
Q1 		– Sell
-7,720
Closed -$1.15M – 966
2024
Q4 		$1.15M Buy
7,720
+1,359
+21% +$254K 0.07% 276
2024
Q3 		$1.16M Sell
6,361
-1,822
-22% -$277K 0.07% 276
2024
Q2 		$1.13M Sell
8,183
-36
-0.4% -$4.33K 0.08% 238
2024
Q1 		$959K Buy
8,219
+5,328
+184% +$609K 0.07% 276
2023
Q4 		$315K Buy
+2,891
New +$276K 0.03% 506
2023
Q2 		– Sell
-595
Closed -$48.8K – 1712
2023
Q1 		$48.8K Sell
595
-1,939
-77% -$141K ﹤0.01% 1713
2022
Q4 		$159K Buy
2,534
+350
+16% +$20.8K 0.01% 1000
2022
Q3 		$134K Sell
2,184
-46
-2% -$3.32K 0.01% 1013
2022
Q2 		$158K Buy
2,230
+560
+34% +$45.8K 0.01% 916
2022
Q1 		$158K Buy
+1,670
New +$160K 0.01% 1010
2021
Q1 		– Sell
-2,847
Closed -$367K – 1028
2020
Q4 		$367K Buy
+2,847
New +$325K 0.03% 491

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

Belpointe Asset Management's GWRE Position: Q4 2025 in Review

Belpointe Asset Management sold out of Guidewire Software (GWRE) in Q4 2025, closing a stake of 2,066 shares — an estimated $475K sold.

Belpointe Asset Management first reported a position in GWRE in Q4 2020 and held it in 12 quarters. The position peaked at $1.16M in Q3 2024. 670 funds tracked by Wall St. Rank hold GWRE as of Q4 2025.

  • Belpointe Asset Management reported no remaining Guidewire Software position as of Q4 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 2,066 Guidewire Software shares in Q4 2025, an estimated $475K.
  • Belpointe Asset Management first reported a position in Guidewire Software in Q4 2020 and held it in 12 quarters.
  • Belpointe Asset Management's Guidewire Software position peaked at $1.16M in Q3 2024.
  • 670 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.