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Private Trust Company’s Guidewire Software GWRE Stock Holding History

Private Trust Company’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
-44
Closed -$10.1K – 2595
2025
Q3 		$10.1K Sell
44
-16
-27% -$3.64K ﹤0.01% 1902
2025
Q2 		$14.1K Sell
60
-17
-22% -$3.65K ﹤0.01% 1711
2025
Q1 		$14.4K Sell
77
-8
-9% -$1.55K ﹤0.01% 1676
2024
Q4 		$14.3K Sell
85
-29
-25% -$5.42K ﹤0.01% 1617
2024
Q3 		$20.9K Sell
114
-8
-7% -$1.22K ﹤0.01% 1456
2024
Q2 		$16.8K Hold
122
– – ﹤0.01% 1508
2024
Q1 		$14.2K Sell
122
-12
-9% -$1.37K ﹤0.01% 1538
2023
Q4 		$14.6K Buy
134
+7
+6% +$668 ﹤0.01% 1518
2023
Q3 		$11.4K Sell
127
-11
-8% -$918 ﹤0.01% 1548
2023
Q2 		$10.5K Sell
138
-8
-5% -$612 ﹤0.01% 1605
2023
Q1 		$12K Sell
146
-76
-34% -$5.53K ﹤0.01% 1508
2022
Q4 		$14K Buy
222
+44
+25% +$2.61K ﹤0.01% 1435
2022
Q3 		$11K Hold
178
– – ﹤0.01% 1413
2022
Q2 		$13K Buy
+178
New +$14.6K ﹤0.01% 1382
2014
Q4 		– Sell
-21
Closed -$1K – 656
2014
Q3 		$1K Buy
+21
New +$888 ﹤0.01% 1737

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Private Trust Company's GWRE Position: Q4 2025 in Review

Private Trust Company sold out of Guidewire Software (GWRE) in Q4 2025, closing a stake of 44 shares — an estimated $10.1K sold.

Private Trust Company first reported a position in GWRE in Q3 2014 and held it in 15 quarters. The position peaked at $20.9K in Q3 2024. 671 funds tracked by Wall St. Rank hold GWRE as of Q4 2025.

  • Private Trust Company reported no remaining Guidewire Software position as of Q4 2025 after selling out during the quarter.
  • Private Trust Company sold 44 Guidewire Software shares in Q4 2025, an estimated $10.1K.
  • Private Trust Company first reported a position in Guidewire Software in Q3 2014 and held it in 15 quarters.
  • Private Trust Company's Guidewire Software position peaked at $20.9K in Q3 2024.
  • 671 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2025.

Based on Private Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.