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Morningstar Investment Management’s Guidewire Software GWRE Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-8,499
Closed -$1.95M – 384
2025
Q3 		$1.95M Buy
+8,499
New +$1.93M 0.07% 251

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State Street
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DCP
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Morningstar Investment Management's GWRE Position: Q4 2025 in Review

Morningstar Investment Management sold out of Guidewire Software (GWRE) in Q4 2025, closing a stake of 8,499 shares — an estimated $1.95M sold.

Morningstar Investment Management first reported a position in GWRE in Q3 2025 and held it in 1 quarter. The position peaked at $1.95M in Q3 2025. 670 funds tracked by Wall St. Rank hold GWRE as of Q4 2025.

  • Morningstar Investment Management reported no remaining Guidewire Software position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 8,499 Guidewire Software shares in Q4 2025, an estimated $1.95M.
  • Morningstar Investment Management first reported a position in Guidewire Software in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Guidewire Software position peaked at $1.95M in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.