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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
Q2 		– Sell
-7,221
Closed -$1.35M – 180
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 $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

Legacy Advisors's GWRE Position: Q2 2025 in Review

Legacy Advisors sold out of Guidewire Software (GWRE) in Q2 2025, closing a stake of 7,221 shares — an estimated $1.35M sold.

Legacy Advisors first reported a position in GWRE in Q4 2022 and held it in 10 quarters. The position peaked at $1.49M in Q3 2024. 677 funds tracked by Wall St. Rank hold GWRE as of Q2 2025.

  • Legacy Advisors reported no remaining Guidewire Software position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 7,221 Guidewire Software shares in Q2 2025, an estimated $1.35M.
  • Legacy Advisors first reported a position in Guidewire Software in Q4 2022 and held it in 10 quarters.
  • Legacy Advisors's Guidewire Software position peaked at $1.49M in Q3 2024.
  • 677 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.