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Concourse Financial Group Securities’s Guidewire Software GWRE Stock Holding History

Concourse Financial Group Securities’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
-96
Closed -$17.6K – 884
2024
Q4 		$17.6K Sell
96
-21
-18% -$3.92K ﹤0.01% 1580
2024
Q3 		$21.4K Sell
117
-15
-11% -$2.28K ﹤0.01% 1490
2024
Q2 		$18.2K Buy
132
+3
+2% +$361 ﹤0.01% 1534
2024
Q1 		$15.1K Buy
129
+14
+12% +$1.6K ﹤0.01% 1588
2023
Q4 		$12.5K Sell
115
-33
-22% -$3.15K ﹤0.01% 1624
2023
Q3 		$13.3K Sell
148
-36
-20% -$3K ﹤0.01% 1558
2023
Q2 		$14K Sell
184
-12
-6% -$918 ﹤0.01% 1564
2023
Q1 		$16.1K Sell
196
-61
-24% -$4.43K ﹤0.01% 1526
2022
Q4 		$16.1K Sell
257
-46
-15% -$2.73K ﹤0.01% 1530
2022
Q3 		$19K Buy
303
+17
+6% +$1.23K ﹤0.01% 1322
2022
Q2 		$20K Sell
286
-34
-11% -$2.78K ﹤0.01% 1453
2022
Q1 		$30K Sell
320
-323
-50% -$30.9K ﹤0.01% 1339
2021
Q4 		$73K Sell
643
-63
-9% -$7.47K ﹤0.01% 1130
2021
Q3 		$84K Buy
706
+17
+2% +$1.96K 0.01% 1076
2021
Q2 		$78K Buy
689
+99
+17% +$10.3K ﹤0.01% 1096
2021
Q1 		$60K Sell
590
-6,615
-92% -$769K ﹤0.01% 1150
2020
Q4 		$928K Buy
7,205
+1,939
+37% +$221K 0.07% 254
2020
Q3 		$549K Buy
5,266
+1,244
+31% +$140K 0.05% 321
2020
Q2 		$446K Buy
4,022
+1,560
+63% +$150K 0.04% 338
2020
Q1 		$195K Buy
2,462
+727
+42% +$75.9K 0.02% 470
2019
Q4 		$190K Buy
1,735
+741
+75% +$82.9K 0.02% 521
2019
Q3 		$105K Buy
994
+61
+7% +$6.15K 0.03% 435
2019
Q2 		$95K Buy
933
+402
+76% +$41K 0.01% 671
2019
Q1 		$51K Buy
531
+448
+540% +$40K 0.01% 876
2018
Q4 		$6K Buy
83
+47
+131% +$4.1K ﹤0.01% 1582
2018
Q3 		$4K Buy
+36
New +$3.46K ﹤0.01% 1451

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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
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

Concourse Financial Group Securities's GWRE Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Guidewire Software (GWRE) in Q1 2025, closing a stake of 96 shares — an estimated $17.6K sold.

Concourse Financial Group Securities first reported a position in GWRE in Q3 2018 and held it in 26 quarters. The position peaked at $928K in Q4 2020. 591 funds tracked by Wall St. Rank hold GWRE as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Guidewire Software position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 96 Guidewire Software shares in Q1 2025, an estimated $17.6K.
  • Concourse Financial Group Securities first reported a position in Guidewire Software in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Guidewire Software position peaked at $928K in Q4 2020.
  • 591 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.