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Semanteon Capital Management’s Guidewire Software GWRE Stock Holding History

Semanteon Capital Management’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
Q3 		– Sell
-5,751
Closed -$1.35M – 204
2025
Q2 		$1.35M Sell
5,751
-1,922
-25% -$413K 2.04% 19
2025
Q1 		$1.44M Buy
+7,673
New +$1.49M 0.78% 32
2024
Q4 		– Sell
-6,784
Closed -$1.24M – 273
2024
Q3 		$1.24M Buy
+6,784
New +$1.03M 0.85% 3

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LP
Linonia Partnership New York $5.38B AUM 20.54% 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
ROIC
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

Semanteon Capital Management's GWRE Position: Q3 2025 in Review

Semanteon Capital Management sold out of Guidewire Software (GWRE) in Q3 2025, closing a stake of 5,751 shares — an estimated $1.35M sold.

Semanteon Capital Management first reported a position in GWRE in Q3 2024 and held it in 3 quarters. The position peaked at $1.44M in Q1 2025. 689 funds tracked by Wall St. Rank hold GWRE as of Q3 2025.

  • Semanteon Capital Management reported no remaining Guidewire Software position as of Q3 2025 after selling out during the quarter.
  • Semanteon Capital Management sold 5,751 Guidewire Software shares in Q3 2025, an estimated $1.35M.
  • Semanteon Capital Management first reported a position in Guidewire Software in Q3 2024 and held it in 3 quarters.
  • Semanteon Capital Management's Guidewire Software position peaked at $1.44M in Q1 2025.
  • 689 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2025.

Based on Semanteon Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.