PDS Planning’s Guidewire Software GWRE Stock Holding History

PDS Planning’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	-911	Closed	-$209K	–	563
2025 Q3	$209K	Buy	911 +55	+6%	+$12.5K	0.01%	486
2025 Q2	$202K	Buy	+856	New	+$184K	0.02%	483

Other funds holding GWRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

PDS Planning's GWRE Position: Q4 2025 in Review

PDS Planning sold out of Guidewire Software (GWRE) in Q4 2025, closing a stake of 911 shares — an estimated $209K sold.

PDS Planning first reported a position in GWRE in Q2 2025 and held it in 2 quarters. The position peaked at $209K in Q3 2025. 670 funds tracked by Wall St. Rank hold GWRE as of Q4 2025.

PDS Planning reported no remaining Guidewire Software position as of Q4 2025 after selling out during the quarter.
PDS Planning sold 911 Guidewire Software shares in Q4 2025, an estimated $209K.
PDS Planning first reported a position in Guidewire Software in Q2 2025 and held it in 2 quarters.
PDS Planning's Guidewire Software position peaked at $209K in Q3 2025.
670 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2025.

Based on PDS Planning's 13F filing for Q4 2025, filed 26 Jan 2026.