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Fortis Capital Advisors’s Guidewire Software GWRE Stock Holding History

Fortis Capital 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
Q4 		– Sell
-2,066
Closed -$475K – 325
2025
Q3 		$475K Buy
+2,066
New +$470K 0.08% 184
2025
Q1 		– Sell
-7,720
Closed -$1.15M – 270
2024
Q4 		$1.15M Buy
7,720
+1,359
+21% +$254K 0.39% 53
2024
Q3 		$1.16M Sell
6,361
-1,822
-22% -$277K 0.39% 52
2024
Q2 		$1.13M Sell
8,183
-36
-0.4% -$4.33K 0.41% 44
2024
Q1 		$959K Buy
8,219
+5,328
+184% +$609K 0.4% 45
2023
Q4 		$315K Buy
+2,891
New +$276K 0.17% 84

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Fortis Capital Advisors's GWRE Position: Q4 2025 in Review

Fortis Capital Advisors sold out of Guidewire Software (GWRE) in Q4 2025, closing a stake of 2,066 shares — an estimated $475K sold.

Fortis Capital Advisors first reported a position in GWRE in Q4 2023 and held it in 6 quarters. The position peaked at $1.16M in Q3 2024. 671 funds tracked by Wall St. Rank hold GWRE as of Q4 2025.

  • Fortis Capital Advisors reported no remaining Guidewire Software position as of Q4 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 2,066 Guidewire Software shares in Q4 2025, an estimated $475K.
  • Fortis Capital Advisors first reported a position in Guidewire Software in Q4 2023 and held it in 6 quarters.
  • Fortis Capital Advisors's Guidewire Software position peaked at $1.16M in Q3 2024.
  • 671 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2025.

Based on Fortis Capital Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.