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Legacy Advisors’s Guidewire Software GWRE Stock Holding History

Legacy 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
Q1 		$1.35M Sell
7,221
-107
-1% -$20.8K 0.14% 124
2024
Q4 		$1.24M Sell
7,328
-790
-10% -$148K 0.12% 135
2024
Q3 		$1.49M Sell
8,118
-211
-3% -$32K 0.16% 111
2024
Q2 		$1.15M Buy
8,329
+135
+2% +$16.2K 0.14% 115
2024
Q1 		$956K Buy
8,194
+1,546
+23% +$177K 0.12% 137
2023
Q4 		$725K Buy
6,648
+2
+0% +$191 0.09% 166
2023
Q3 		$598K Buy
6,646
+1,135
+21% +$94.7K 0.1% 169
2023
Q2 		$419K Buy
5,511
+981
+22% +$75.1K 0.06% 188
2023
Q1 		$372K Buy
4,530
+714
+19% +$51.9K 0.07% 176
2022
Q4 		$239K Buy
+3,816
New +$226K 0.04% 214

Other funds holding GWRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Legacy Advisors's GWRE Position: Q1 2025 in Review

Legacy Advisors reduced its Guidewire Software (GWRE) stake by 1.5% in Q1 2025, selling an estimated $20.8K and leaving 7,221 shares worth $1.35M. The position accounts for 0.14% of the portfolio, ranked #124.

Legacy Advisors first reported a position in GWRE in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.49M in Q3 2024. 591 funds tracked by Wall St. Rank hold GWRE as of Q1 2025.

  • Legacy Advisors held 7,221 shares of Guidewire Software worth $1.35M as of Q1 2025.
  • Legacy Advisors sold 107 Guidewire Software shares in Q1 2025, an estimated $20.8K.
  • Guidewire Software made up 0.14% of Legacy Advisors's portfolio in Q1 2025, its #124 holding.
  • Legacy Advisors first reported a position in Guidewire Software in Q4 2022 and has held it in 10 quarters since.
  • Legacy Advisors's Guidewire Software position peaked at $1.49M in Q3 2024.
  • 591 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.