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Global Financial Private Client’s Guidewire Software GWRE Stock Holding History

Global Financial Private Client’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 		– Sell
-57
Closed -$10.7K – 783
2025
Q1 		$10.7K Buy
57
+56
+5,600% +$10.9K ﹤0.01% 565
2024
Q4 		$169 Buy
+1
New +$187 ﹤0.01% 1340

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

Global Financial Private Client's GWRE Position: Q2 2025 in Review

Global Financial Private Client sold out of Guidewire Software (GWRE) in Q2 2025, closing a stake of 57 shares — an estimated $10.7K sold.

Global Financial Private Client first reported a position in GWRE in Q4 2024 and held it in 2 quarters. The position peaked at $10.7K in Q1 2025. 677 funds tracked by Wall St. Rank hold GWRE as of Q2 2025.

  • Global Financial Private Client reported no remaining Guidewire Software position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 57 Guidewire Software shares in Q2 2025, an estimated $10.7K.
  • Global Financial Private Client first reported a position in Guidewire Software in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Guidewire Software position peaked at $10.7K in Q1 2025.
  • 677 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.