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Independent Financial Group’s Guidewire Software GWRE Stock Holding History

Independent Financial 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
Q2 		– Sell
-1,233
Closed -$231K – 1322
2025
Q1 		$231K Sell
1,233
-200
-14% -$38.9K 0.01% 1046
2024
Q4 		$242K Hold
1,433
– – 0.01% 996
2024
Q3 		$262K Sell
1,433
-177
-11% -$26.9K 0.01% 930
2024
Q2 		$222K Sell
1,610
-160
-9% -$19.3K 0.01% 974
2024
Q1 		$207K Buy
+1,770
New +$202K 0.01% 943

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LP
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State Street
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DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Independent Financial Group's GWRE Position: Q2 2025 in Review

Independent Financial Group sold out of Guidewire Software (GWRE) in Q2 2025, closing a stake of 1,233 shares — an estimated $231K sold.

Independent Financial Group first reported a position in GWRE in Q1 2024 and held it in 5 quarters. The position peaked at $262K in Q3 2024. 677 funds tracked by Wall St. Rank hold GWRE as of Q2 2025.

  • Independent Financial Group reported no remaining Guidewire Software position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 1,233 Guidewire Software shares in Q2 2025, an estimated $231K.
  • Independent Financial Group first reported a position in Guidewire Software in Q1 2024 and held it in 5 quarters.
  • Independent Financial Group's Guidewire Software position peaked at $262K in Q3 2024.
  • 677 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.