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Congress Wealth Management’s Guidewire Software GWRE Stock Holding History

Congress 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 		$11.3M Sell
48,104
-8,885
-16% -$1.91M 0.11% 223
2025
Q1 		$10.7M Buy
+56,989
New +$11.1M 0.13% 188
2024
Q4 		– Sell
-1,114
Closed -$204K – 893
2024
Q3 		$204K Buy
+1,114
New +$169K ﹤0.01% 819

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

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

Congress Wealth Management reduced its Guidewire Software (GWRE) stake by 16% in Q2 2025, selling an estimated $1.91M and leaving 48,104 shares worth $11.3M. The position accounts for 0.11% of the portfolio, ranked #223.

Congress Wealth Management first reported a position in GWRE in Q3 2024 and has held it in 3 quarters since. 677 funds tracked by Wall St. Rank hold GWRE as of Q2 2025.

  • Congress Wealth Management held 48,104 shares of Guidewire Software worth $11.3M as of Q2 2025.
  • Congress Wealth Management sold 8,885 Guidewire Software shares in Q2 2025, an estimated $1.91M.
  • Guidewire Software made up 0.11% of Congress Wealth Management's portfolio in Q2 2025, its #223 holding.
  • Congress Wealth Management first reported a position in Guidewire Software in Q3 2024 and has held it in 3 quarters since.
  • 677 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2025.

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