EW
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Evoke Wealth’s Guidewire Software GWRE Stock Holding History

Evoke Wealth’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
Q3 		– Sell
-894
Closed -$210K – 665
2025
Q2 		$210K Buy
+894
New +$192K ﹤0.01% 553
2020
Q4 		– Sell
-315
Closed -$33K – 1060
2020
Q3 		$33K Hold
315
– – ﹤0.01% 411
2020
Q2 		$35K Sell
315
-145
-32% -$13.9K ﹤0.01% 391
2020
Q1 		$36.5K Buy
+460
New +$48K 0.01% 370

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

Evoke Wealth's GWRE Position: Q3 2025 in Review

Evoke Wealth sold out of Guidewire Software (GWRE) in Q3 2025, closing a stake of 894 shares — an estimated $210K sold.

Evoke Wealth first reported a position in GWRE in Q1 2020 and held it in 4 quarters. The position peaked at $210K in Q2 2025. 689 funds tracked by Wall St. Rank hold GWRE as of Q3 2025.

  • Evoke Wealth reported no remaining Guidewire Software position as of Q3 2025 after selling out during the quarter.
  • Evoke Wealth sold 894 Guidewire Software shares in Q3 2025, an estimated $210K.
  • Evoke Wealth first reported a position in Guidewire Software in Q1 2020 and held it in 4 quarters.
  • Evoke Wealth's Guidewire Software position peaked at $210K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2025.

Based on Evoke Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.