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Caerus Investment Advisors’s Guidewire Software GWRE Stock Holding History

Caerus Investment Advisors’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
-1,079
Closed -$248K – 334
2025
Q3 		$248K Buy
+1,079
New +$245K 0.1% 231

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BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Stockbridge Partners
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Caerus Investment Advisors's GWRE Position: Q4 2025 in Review

Caerus Investment Advisors sold out of Guidewire Software (GWRE) in Q4 2025, closing a stake of 1,079 shares — an estimated $248K sold.

Caerus Investment Advisors first reported a position in GWRE in Q3 2025 and held it in 1 quarter. The position peaked at $248K in Q3 2025. 671 funds tracked by Wall St. Rank hold GWRE as of Q4 2025.

  • Caerus Investment Advisors reported no remaining Guidewire Software position as of Q4 2025 after selling out during the quarter.
  • Caerus Investment Advisors sold 1,079 Guidewire Software shares in Q4 2025, an estimated $248K.
  • Caerus Investment Advisors first reported a position in Guidewire Software in Q3 2025 and held it in 1 quarter.
  • Caerus Investment Advisors's Guidewire Software position peaked at $248K in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2025.

Based on Caerus Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.