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Circle Wealth Management’s Guidewire Software GWRE Stock Holding History

Circle Wealth 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
-3,390
Closed -$635K – 229
2025
Q1 		$635K Sell
3,390
-888
-21% -$173K 0.01% 150
2024
Q4 		$721K Sell
4,278
-1,450
-25% -$271K 0.02% 140
2024
Q3 		$1.05M Buy
+5,728
New +$870K 0.02% 111
2022
Q1 		– Sell
-1,797
Closed -$204K – 192
2021
Q4 		$204K Hold
1,797
– – 0.03% 190
2021
Q3 		$214K Hold
1,797
– – 0.03% 171
2021
Q2 		$203K Buy
+1,797
New +$187K 0.03% 175
2021
Q1 		– Sell
-1,582
Closed -$204K – 183
2020
Q4 		$204K Buy
+1,582
New +$181K 0.03% 220

Other funds holding GWRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Circle Wealth Management's GWRE Position: Q2 2025 in Review

Circle Wealth Management sold out of Guidewire Software (GWRE) in Q2 2025, closing a stake of 3,390 shares — an estimated $635K sold.

Circle Wealth Management first reported a position in GWRE in Q4 2020 and held it in 7 quarters. The position peaked at $1.05M in Q3 2024. 677 funds tracked by Wall St. Rank hold GWRE as of Q2 2025.

  • Circle Wealth Management reported no remaining Guidewire Software position as of Q2 2025 after selling out during the quarter.
  • Circle Wealth Management sold 3,390 Guidewire Software shares in Q2 2025, an estimated $635K.
  • Circle Wealth Management first reported a position in Guidewire Software in Q4 2020 and held it in 7 quarters.
  • Circle Wealth Management's Guidewire Software position peaked at $1.05M in Q3 2024.
  • 677 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2025.

Based on Circle Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.