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Rise Advisors’s Guidewire Software GWRE Stock Holding History

Rise 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
Q4 		– Sell
-168
Closed -$38.6K – 663
2025
Q3 		$38.6K Hold
168
– – 0.01% 313
2025
Q2 		$39.6K Hold
168
– – 0.02% 286
2025
Q1 		$31.5K Buy
+168
New +$32.7K 0.01% 316

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

Rise Advisors's GWRE Position: Q4 2025 in Review

Rise Advisors sold out of Guidewire Software (GWRE) in Q4 2025, closing a stake of 168 shares — an estimated $38.6K sold.

Rise Advisors first reported a position in GWRE in Q1 2025 and held it in 3 quarters. The position peaked at $39.6K in Q2 2025. 670 funds tracked by Wall St. Rank hold GWRE as of Q4 2025.

  • Rise Advisors reported no remaining Guidewire Software position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 168 Guidewire Software shares in Q4 2025, an estimated $38.6K.
  • Rise Advisors first reported a position in Guidewire Software in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Guidewire Software position peaked at $39.6K in Q2 2025.
  • 670 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.