IWA
GWRE icon

Icon Wealth Advisors’s Guidewire Software GWRE Stock Holding History

Icon Wealth 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
Q2 		– Sell
-578
Closed -$108K – 526
2025
Q1 		$108K Sell
578
-1,629
-74% -$317K 0.01% 466
2024
Q4 		$372K Sell
2,207
-161
-7% -$30.1K 0.03% 263
2024
Q3 		$433K Sell
2,368
-1,104
-32% -$168K 0.04% 230
2024
Q2 		$521K Sell
3,472
-787
-18% -$94.7K 0.05% 203
2024
Q1 		$497K Sell
4,259
-506
-11% -$57.8K 0.05% 215
2023
Q4 		$520K Buy
+4,765
New +$455K 0.05% 185
2022
Q4 		$299K Sell
4,779
-446
-9% -$26.5K 0.03% 251
2022
Q3 		$322K Buy
+5,225
New +$378K 0.04% 231

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

Icon Wealth Advisors's GWRE Position: Q2 2025 in Review

Icon Wealth Advisors sold out of Guidewire Software (GWRE) in Q2 2025, closing a stake of 578 shares — an estimated $108K sold.

Icon Wealth Advisors first reported a position in GWRE in Q3 2022 and held it in 8 quarters. The position peaked at $521K in Q2 2024. 677 funds tracked by Wall St. Rank hold GWRE as of Q2 2025.

  • Icon Wealth Advisors reported no remaining Guidewire Software position as of Q2 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 578 Guidewire Software shares in Q2 2025, an estimated $108K.
  • Icon Wealth Advisors first reported a position in Guidewire Software in Q3 2022 and held it in 8 quarters.
  • Icon Wealth Advisors's Guidewire Software position peaked at $521K in Q2 2024.
  • 677 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2025.

Based on Icon Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.