NKCFO LLC’s Guidewire Software GWRE Stock Holding History

NKCFO LLC’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	-2,000	Closed	-$471K	–	119
2025 Q2	$471K	Buy	+2,000	New	+$430K	0.2%	50

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DCP

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ROIC

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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

NKCFO LLC's GWRE Position: Q3 2025 in Review

NKCFO LLC sold out of Guidewire Software (GWRE) in Q3 2025, closing a stake of 2,000 shares — an estimated $471K sold.

NKCFO LLC first reported a position in GWRE in Q2 2025 and held it in 1 quarter. The position peaked at $471K in Q2 2025. 689 funds tracked by Wall St. Rank hold GWRE as of Q3 2025.

NKCFO LLC reported no remaining Guidewire Software position as of Q3 2025 after selling out during the quarter.
NKCFO LLC sold 2,000 Guidewire Software shares in Q3 2025, an estimated $471K.
NKCFO LLC first reported a position in Guidewire Software in Q2 2025 and held it in 1 quarter.
NKCFO LLC's Guidewire Software position peaked at $471K in Q2 2025.
689 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2025.

Based on NKCFO LLC's 13F filing for Q3 2025, filed 10 Nov 2025.