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Principal Securities’s Guidewire Software GWRE Stock Holding History

Principal Securities’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
-551
Closed -$127K – 2262
2025
Q3 		$127K Buy
551
+142
+35% +$32.3K ﹤0.01% 1483
2025
Q2 		$96.3K Buy
409
+98
+32% +$21.1K ﹤0.01% 1561
2025
Q1 		$52.4K Hold
311
– – ﹤0.01% 1742
2024
Q4 		$52.4K Buy
311
+16
+5% +$2.99K ﹤0.01% 1741
2024
Q3 		$54K Buy
295
+81
+38% +$12.3K ﹤0.01% 1658
2024
Q2 		$29.5K Buy
214
+20
+10% +$2.41K ﹤0.01% 1865
2024
Q1 		$22.6K Buy
194
+37
+24% +$4.23K ﹤0.01% 1939
2023
Q4 		$17.1K Buy
+157
New +$15K ﹤0.01% 2006

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
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
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
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Principal Securities's GWRE Position: Q4 2025 in Review

Principal Securities sold out of Guidewire Software (GWRE) in Q4 2025, closing a stake of 551 shares — an estimated $127K sold.

Principal Securities first reported a position in GWRE in Q4 2023 and held it in 8 quarters. The position peaked at $127K in Q3 2025. 670 funds tracked by Wall St. Rank hold GWRE as of Q4 2025.

  • Principal Securities reported no remaining Guidewire Software position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 551 Guidewire Software shares in Q4 2025, an estimated $127K.
  • Principal Securities first reported a position in Guidewire Software in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Guidewire Software position peaked at $127K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.