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Claro Advisors’s Guidewire Software GWRE Stock Holding History

Claro 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
Q2 		– Sell
-1,444
Closed -$271K – 430
2025
Q1 		$271K Buy
1,444
+55
+4% +$10.7K 0.04% 412
2024
Q4 		$234K Sell
1,389
-409
-23% -$76.4K 0.03% 422
2024
Q3 		$329K Buy
+1,798
New +$273K 0.04% 352

Other funds holding GWRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
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

Claro Advisors's GWRE Position: Q2 2025 in Review

Claro Advisors sold out of Guidewire Software (GWRE) in Q2 2025, closing a stake of 1,444 shares — an estimated $271K sold.

Claro Advisors first reported a position in GWRE in Q3 2024 and held it in 3 quarters. The position peaked at $329K in Q3 2024. 677 funds tracked by Wall St. Rank hold GWRE as of Q2 2025.

  • Claro Advisors reported no remaining Guidewire Software position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 1,444 Guidewire Software shares in Q2 2025, an estimated $271K.
  • Claro Advisors first reported a position in Guidewire Software in Q3 2024 and held it in 3 quarters.
  • Claro Advisors's Guidewire Software position peaked at $329K in Q3 2024.
  • 677 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.