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LECAP Asset Management’s Guidewire Software GWRE Stock Holding History

LECAP Asset Management’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
Q3 		– Sell
-4,674
Closed -$1.1M – 333
2025
Q2 		$1.1M Buy
+4,674
New +$1M 0.39% 93
2024
Q4 		– Sell
-25,554
Closed -$4.67M – 340
2024
Q3 		$4.67M Buy
25,554
+14,715
+136% +$2.24M 1.01% 3
2024
Q2 		$1.49M Buy
10,839
+6,986
+181% +$841K 0.32% 123
2024
Q1 		$450K Buy
+3,853
New +$440K 0.09% 263

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

LECAP Asset Management's GWRE Position: Q3 2025 in Review

LECAP Asset Management sold out of Guidewire Software (GWRE) in Q3 2025, closing a stake of 4,674 shares — an estimated $1.1M sold.

LECAP Asset Management first reported a position in GWRE in Q1 2024 and held it in 4 quarters. The position peaked at $4.67M in Q3 2024. 689 funds tracked by Wall St. Rank hold GWRE as of Q3 2025.

  • LECAP Asset Management reported no remaining Guidewire Software position as of Q3 2025 after selling out during the quarter.
  • LECAP Asset Management sold 4,674 Guidewire Software shares in Q3 2025, an estimated $1.1M.
  • LECAP Asset Management first reported a position in Guidewire Software in Q1 2024 and held it in 4 quarters.
  • LECAP Asset Management's Guidewire Software position peaked at $4.67M in Q3 2024.
  • 689 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2025.

Based on LECAP Asset Management's 13F filing for Q3 2025, filed 23 Oct 2025.