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Bleakley Financial Group’s Guidewire Software GWRE Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-3,389
Closed -$571K – 700
2024
Q4 		$571K Buy
3,389
+400
+13% +$74.7K 0.02% 584
2024
Q3 		$547K Buy
2,989
+330
+12% +$50.1K 0.02% 579
2024
Q2 		$367K Buy
2,659
+173
+7% +$20.8K 0.01% 701
2024
Q1 		$290K Buy
2,486
+256
+11% +$29.3K 0.01% 768
2023
Q4 		$243K Buy
+2,230
New +$213K 0.01% 793

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Vanguard Group
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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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Bleakley Financial Group's GWRE Position: Q1 2025 in Review

Bleakley Financial Group sold out of Guidewire Software (GWRE) in Q1 2025, closing a stake of 3,389 shares — an estimated $571K sold.

Bleakley Financial Group first reported a position in GWRE in Q4 2023 and held it in 5 quarters. The position peaked at $571K in Q4 2024. 591 funds tracked by Wall St. Rank hold GWRE as of Q1 2025.

  • Bleakley Financial Group reported no remaining Guidewire Software position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 3,389 Guidewire Software shares in Q1 2025, an estimated $571K.
  • Bleakley Financial Group first reported a position in Guidewire Software in Q4 2023 and held it in 5 quarters.
  • Bleakley Financial Group's Guidewire Software position peaked at $571K in Q4 2024.
  • 591 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.