Global Retirement Partners’s Guidewire Software GWRE Stock Holding History

Global Retirement Partners’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	$209K	Buy	1,040 +914	+725%	+$202K	﹤0.01%	1455
2025 Q3	$29K	Sell	126 -25	-17%	-$5.69K	﹤0.01%	2213
2025 Q2	$35.6K	Buy	+151	New	+$32.4K	﹤0.01%	1962
2024 Q4	$20.9K	Buy	124 +11	+10%	+$2.06K	﹤0.01%	2061
2024 Q3	$20.7K	Buy	113 +3	+3%	+$456	﹤0.01%	1978
2024 Q2	$15.2K	Buy	110 +18	+20%	+$2.17K	﹤0.01%	2127
2024 Q1	$10.7K	Hold	92	–	–	﹤0.01%	2094
2023 Q4	$10.3K	Buy	92 +85	+1,214%	+$8.11K	﹤0.01%	2062
2023 Q3	$624	Hold	7	–	–	﹤0.01%	2900
2023 Q2	$533	Hold	7	–	–	﹤0.01%	2939
2023 Q1	$527	Buy	7 +2	+40%	+$145	﹤0.01%	2912
2022 Q4	$313	Buy	+5	New	+$297	﹤0.01%	2862

Other funds holding GWRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Global Retirement Partners's GWRE Position: Q4 2025 in Review

Global Retirement Partners increased its Guidewire Software (GWRE) stake by 725% in Q4 2025, buying an estimated $202K and bringing the position to 1,040 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Global Retirement Partners first reported a position in GWRE in Q4 2022 and has held it in 12 quarters since. 670 funds tracked by Wall St. Rank hold GWRE as of Q4 2025.

Global Retirement Partners held 1,040 shares of Guidewire Software worth $209K as of Q4 2025.
Global Retirement Partners bought 914 Guidewire Software shares in Q4 2025, an estimated $202K.
Guidewire Software made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1455 holding.
Global Retirement Partners first reported a position in Guidewire Software in Q4 2022 and has held it in 12 quarters since.
670 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.