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Optivise Advisory Services’s Guidewire Software GWRE Stock Holding History

Optivise Advisory 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
-984
Closed -$232K – 214
2025
Q2 		$232K Buy
+984
New +$211K 0.12% 176

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Optivise Advisory Services's GWRE Position: Q3 2025 in Review

Optivise Advisory Services sold out of Guidewire Software (GWRE) in Q3 2025, closing a stake of 984 shares — an estimated $232K sold.

Optivise Advisory Services first reported a position in GWRE in Q2 2025 and held it in 1 quarter. The position peaked at $232K in Q2 2025. 689 funds tracked by Wall St. Rank hold GWRE as of Q3 2025.

  • Optivise Advisory Services reported no remaining Guidewire Software position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 984 Guidewire Software shares in Q3 2025, an estimated $232K.
  • Optivise Advisory Services first reported a position in Guidewire Software in Q2 2025 and held it in 1 quarter.
  • Optivise Advisory Services's Guidewire Software position peaked at $232K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.