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OneAscent Financial Services’s Guidewire Software GWRE Stock Holding History

OneAscent Financial Services’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
-1,021
Closed -$238K – 456
2025
Q2 		$238K Sell
1,021
-190
-16% -$40.8K 0.02% 475
2025
Q1 		$229K Sell
1,211
-12
-1% -$2.33K 0.01% 453
2024
Q4 		$206K Buy
+1,223
New +$228K 0.02% 448

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LP
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State Street
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DCP
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ROIC
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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

OneAscent Financial Services's GWRE Position: Q3 2025 in Review

OneAscent Financial Services sold out of Guidewire Software (GWRE) in Q3 2025, closing a stake of 1,021 shares — an estimated $238K sold.

OneAscent Financial Services first reported a position in GWRE in Q4 2024 and held it in 3 quarters. The position peaked at $238K in Q2 2025. 689 funds tracked by Wall St. Rank hold GWRE as of Q3 2025.

  • OneAscent Financial Services reported no remaining Guidewire Software position as of Q3 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 1,021 Guidewire Software shares in Q3 2025, an estimated $238K.
  • OneAscent Financial Services first reported a position in Guidewire Software in Q4 2024 and held it in 3 quarters.
  • OneAscent Financial Services's Guidewire Software position peaked at $238K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2025.

Based on OneAscent Financial Services's 13F filing for Q3 2025, filed 22 Oct 2025.