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Polymer Capital Management (HK)’s Guidewire Software GWRE Stock Holding History

Polymer Capital Management (HK)’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
-7,410
Closed -$1.7M – 189
2025
Q3 		$1.7M Buy
7,410
+4,795
+183% +$1.09M 0.23% 89
2025
Q2 		$616K Sell
2,615
-1,521
-37% -$327K 0.09% 110
2025
Q1 		$775K Buy
+4,136
New +$804K 0.13% 99

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DCP
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ROIC
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Stockbridge Partners
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Polymer Capital Management (HK)'s GWRE Position: Q4 2025 in Review

Polymer Capital Management (HK) sold out of Guidewire Software (GWRE) in Q4 2025, closing a stake of 7,410 shares — an estimated $1.7M sold.

Polymer Capital Management (HK) first reported a position in GWRE in Q1 2025 and held it in 3 quarters. The position peaked at $1.7M in Q3 2025. 672 funds tracked by Wall St. Rank hold GWRE as of Q4 2025.

  • Polymer Capital Management (HK) reported no remaining Guidewire Software position as of Q4 2025 after selling out during the quarter.
  • Polymer Capital Management (HK) sold 7,410 Guidewire Software shares in Q4 2025, an estimated $1.7M.
  • Polymer Capital Management (HK) first reported a position in Guidewire Software in Q1 2025 and held it in 3 quarters.
  • Polymer Capital Management (HK)'s Guidewire Software position peaked at $1.7M in Q3 2025.
  • 672 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2025.

Based on Polymer Capital Management (HK)'s 13F filing for Q4 2025, filed 13 Feb 2026.