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Bullseye Asset Management’s Guidewire Software GWRE Stock Holding History

Bullseye 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
Q2 		– Sell
-35,432
Closed -$6.64M – 67
2025
Q1 		$6.64M Sell
35,432
-100
-0.3% -$19.4K 3.59% 4
2024
Q4 		$5.99M Sell
35,532
-430
-1% -$80.3K 2.82% 10
2024
Q3 		$6.58M Hold
35,962
– – 3.03% 8
2024
Q2 		$4.96M Hold
35,962
– – 2.43% 15
2024
Q1 		$4.2M Hold
35,962
– – 1.97% 25
2023
Q4 		$3.92M Hold
35,962
– – 1.88% 22
2023
Q3 		$3.24M Hold
35,962
– – 1.8% 20
2023
Q2 		$2.74M Buy
35,962
+1,000
+3% +$76.5K 1.37% 31
2023
Q1 		$2.87M Hold
34,962
– – 1.46% 27
2022
Q4 		$2.19M Hold
34,962
– – 1.18% 35
2022
Q3 		$2.15M Sell
34,962
-519
-1% -$37.5K 1.25% 38
2022
Q2 		$2.52M Buy
35,481
+44
+0.1% +$3.6K 1.42% 27
2022
Q1 		$3.35M Hold
35,437
– – 1.54% 27
2021
Q4 		$3.97M Hold
35,437
– – 1.57% 23
2021
Q3 		$4.21M Sell
35,437
-142
-0.4% -$16.4K 1.46% 27
2021
Q2 		$4.01M Hold
35,579
– – 1.35% 28
2021
Q1 		$3.62M Hold
35,579
– – 1.35% 28
2020
Q4 		$4.58M Sell
35,579
-363
-1% -$41.4K 1.71% 17
2020
Q3 		$3.75M Sell
35,942
-28
-0.1% -$3.15K 1.71% 17
2020
Q2 		$3.99M Buy
35,970
+8,850
+33% +$850K 2.13% 12
2020
Q1 		$2.15M Sell
27,120
-99
-0.4% -$10.3K 2.56% 11
2019
Q4 		$2.99M Buy
+27,219
New +$3.04M 2.89% 7

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Massachusetts Financial Services
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LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Bullseye Asset Management's GWRE Position: Q2 2025 in Review

Bullseye Asset Management sold out of Guidewire Software (GWRE) in Q2 2025, closing a stake of 35,432 shares — an estimated $6.64M sold.

Bullseye Asset Management first reported a position in GWRE in Q4 2019 and held it in 22 quarters. The position peaked at $6.64M in Q1 2025. 677 funds tracked by Wall St. Rank hold GWRE as of Q2 2025.

  • Bullseye Asset Management reported no remaining Guidewire Software position as of Q2 2025 after selling out during the quarter.
  • Bullseye Asset Management sold 35,432 Guidewire Software shares in Q2 2025, an estimated $6.64M.
  • Bullseye Asset Management first reported a position in Guidewire Software in Q4 2019 and held it in 22 quarters.
  • Bullseye Asset Management's Guidewire Software position peaked at $6.64M in Q1 2025.
  • 677 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2025.

Based on Bullseye Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.