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Exchange Capital Management’s Guidewire Software GWRE Stock Holding History

Exchange Capital 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 		$6.49M Sell
27,564
-13,647
-33% -$2.93M 0.97% 29
2025
Q1 		$7.72M Sell
41,211
-1,233
-3% -$240K 1.25% 20
2024
Q4 		$7.16M Sell
42,444
-8,412
-17% -$1.57M 1.14% 23
2024
Q3 		$9.3M Sell
50,856
-4,044
-7% -$614K 1.48% 15
2024
Q2 		$7.57M Sell
54,900
-4,410
-7% -$531K 1.23% 18
2024
Q1 		$6.92M Sell
59,310
-1,525
-3% -$174K 1.13% 24
2023
Q4 		$6.63M Sell
60,835
-1,504
-2% -$144K 1.19% 22
2023
Q3 		$5.61M Buy
62,339
+2,710
+5% +$226K 1.06% 27
2023
Q2 		$4.54M Sell
59,629
-72
-0.1% -$5.51K 0.84% 41
2023
Q1 		$4.9M Buy
59,701
+233
+0.4% +$16.9K 0.99% 31
2022
Q4 		$3.72M Buy
59,468
+4,885
+9% +$290K 0.82% 45
2022
Q3 		$3.36M Buy
54,583
+648
+1% +$46.8K 0.78% 44
2022
Q2 		$3.83M Buy
53,935
+5,475
+11% +$448K 0.83% 44
2022
Q1 		$4.58M Buy
48,460
+3,060
+7% +$293K 0.86% 39
2021
Q4 		$5.15M Sell
45,400
-638
-1% -$75.7K 0.94% 35
2021
Q3 		$5.47M Sell
46,038
-540
-1% -$62.4K 1.06% 30
2021
Q2 		$5.25M Buy
46,578
+1,577
+4% +$164K 1.01% 36
2021
Q1 		$4.57M Buy
45,001
+763
+2% +$88.7K 0.95% 38
2020
Q4 		$5.7M Buy
44,238
+3,203
+8% +$366K 1.27% 27
2020
Q3 		$4.28M Buy
41,035
+270
+0.7% +$30.3K 1.08% 34
2020
Q2 		$4.52M Sell
40,765
-837
-2% -$80.4K 1.25% 28
2020
Q1 		$3.3M Sell
41,602
-1,263
-3% -$132K 1.08% 41
2019
Q4 		$4.71M Buy
42,865
+360
+0.8% +$40.3K 1.21% 31
2019
Q3 		$4.48M Buy
42,505
+1,275
+3% +$129K 1.18% 32
2019
Q2 		$4.18M Buy
41,230
+1,375
+3% +$140K 1.12% 32
2019
Q1 		$3.87M Buy
39,855
+14,856
+59% +$1.33M 1.09% 34
2018
Q4 		$2.01M Buy
24,999
+5,755
+30% +$502K 0.65% 51
2018
Q3 		$1.94M Buy
19,244
+8,553
+80% +$822K 0.56% 64
2018
Q2 		$949K Buy
10,691
+6,794
+174% +$601K 0.28% 87
2018
Q1 		$315K Buy
+3,897
New +$314K 0.1% 125

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

Exchange Capital Management's GWRE Position: Q2 2025 in Review

Exchange Capital Management reduced its Guidewire Software (GWRE) stake by 33% in Q2 2025, selling an estimated $2.93M and leaving 27,564 shares worth $6.49M. The position accounts for 0.97% of the portfolio, ranked #29.

Exchange Capital Management first reported a position in GWRE in Q1 2018 and has held it in 30 quarters since. The position peaked at $9.3M in Q3 2024. 677 funds tracked by Wall St. Rank hold GWRE as of Q2 2025.

  • Exchange Capital Management held 27,564 shares of Guidewire Software worth $6.49M as of Q2 2025.
  • Exchange Capital Management sold 13,647 Guidewire Software shares in Q2 2025, an estimated $2.93M.
  • Guidewire Software made up 0.97% of Exchange Capital Management's portfolio in Q2 2025, its #29 holding.
  • Exchange Capital Management first reported a position in Guidewire Software in Q1 2018 and has held it in 30 quarters since.
  • Exchange Capital Management's Guidewire Software position peaked at $9.3M in Q3 2024.
  • 677 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.