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Sheets Smith Wealth Management’s Guidewire Software GWRE Stock Holding History

Sheets Smith Wealth 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
Q4 		– Sell
-3,061
Closed -$704K – 403
2025
Q3 		$704K Hold
3,061
– – 0.08% 235
2025
Q2 		$721K Buy
+3,061
New +$658K 0.08% 222

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 $3.37T AUM 44.26% 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

Sheets Smith Wealth Management's GWRE Position: Q4 2025 in Review

Sheets Smith Wealth Management sold out of Guidewire Software (GWRE) in Q4 2025, closing a stake of 3,061 shares — an estimated $704K sold.

Sheets Smith Wealth Management first reported a position in GWRE in Q2 2025 and held it in 2 quarters. The position peaked at $721K in Q2 2025. 671 funds tracked by Wall St. Rank hold GWRE as of Q4 2025.

  • Sheets Smith Wealth Management reported no remaining Guidewire Software position as of Q4 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 3,061 Guidewire Software shares in Q4 2025, an estimated $704K.
  • Sheets Smith Wealth Management first reported a position in Guidewire Software in Q2 2025 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Guidewire Software position peaked at $721K in Q2 2025.
  • 671 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.