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Goodman Advisory Group’s Guidewire Software GWRE Stock Holding History

Goodman Advisory Group’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
-83
Closed -$19.1K – 191
2025
Q3 		$19.1K Sell
83
-302
-78% -$68.7K ﹤0.01% 130
2025
Q2 		$90.6K Buy
+385
New +$82.7K 0.03% 77
2024
Q3 		– Sell
-22
Closed -$3.03K – 200
2024
Q2 		$3.03K Buy
22
+3
+16% +$361 ﹤0.01% 162
2024
Q1 		$2.22K Hold
19
– – ﹤0.01% 152
2023
Q4 		$2.07K Sell
19
-1,019
-98% -$97.2K ﹤0.01% 139
2023
Q3 		$93.4K Sell
1,038
-4
-0.4% -$334 0.03% 83
2023
Q2 		$79.3K Sell
1,042
-13,050
-93% -$999K 0.03% 75
2023
Q1 		$1.16M Sell
14,092
-58,611
-81% -$4.26M 0.63% 28
2022
Q4 		$4.55M Buy
72,703
+58,191
+401% +$3.45M 2.65% 10
2022
Q3 		$894K Buy
14,512
+2,022
+16% +$146K 0.49% 28
2022
Q2 		$887K Sell
12,490
-46,221
-79% -$3.78M 0.4% 27
2022
Q1 		$5.55M Buy
58,711
+7,913
+16% +$756K 1.92% 17
2021
Q4 		$5.77M Buy
+50,798
New +$6.02M 1.95% 17

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 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
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
Geode Capital Management
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
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Goodman Advisory Group's GWRE Position: Q4 2025 in Review

Goodman Advisory Group sold out of Guidewire Software (GWRE) in Q4 2025, closing a stake of 83 shares — an estimated $19.1K sold.

Goodman Advisory Group first reported a position in GWRE in Q4 2021 and held it in 13 quarters. The position peaked at $5.77M in Q4 2021. 670 funds tracked by Wall St. Rank hold GWRE as of Q4 2025.

  • Goodman Advisory Group reported no remaining Guidewire Software position as of Q4 2025 after selling out during the quarter.
  • Goodman Advisory Group sold 83 Guidewire Software shares in Q4 2025, an estimated $19.1K.
  • Goodman Advisory Group first reported a position in Guidewire Software in Q4 2021 and held it in 13 quarters.
  • Goodman Advisory Group's Guidewire Software position peaked at $5.77M in Q4 2021.
  • 670 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2025.

Based on Goodman Advisory Group's 13F filing for Q4 2025, filed 11 Feb 2026.