PSI Advisors’s Guidewire Software GWRE Stock Holding History

PSI Advisors’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 Q2	–	Sell	-1	Closed	-$187	–	328
2025 Q1	$187	Hold	1	–	–	﹤0.01%	710
2024 Q4	$169	Hold	1	–	–	﹤0.01%	845
2024 Q3	$183	Hold	1	–	–	﹤0.01%	848
2024 Q2	$138	Hold	1	–	–	﹤0.01%	835
2024 Q1	$117	Hold	1	–	–	﹤0.01%	780
2023 Q4	$109	Hold	1	–	–	﹤0.01%	846
2023 Q3	$90	Hold	1	–	–	﹤0.01%	833
2023 Q2	$76	Hold	1	–	–	﹤0.01%	829
2023 Q1	$82	Hold	1	–	–	﹤0.01%	776
2022 Q4	$63	Hold	1	–	–	﹤0.01%	769
2022 Q3	$0	Buy	+1	New	+$72	﹤0.01%	792
2022 Q2	–	Sell	-1	Closed	–	–	800
2022 Q1	$0	Hold	1	–	–	﹤0.01%	752
2021 Q4	$0	Buy	+1	New	+$119	﹤0.01%	783

Other funds holding GWRE

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return