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Sigma Planning Corp’s Guidewire Software GWRE Stock Holding History

Sigma Planning Corp’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
-2,151
Closed -$494K – 1339
2025
Q3 		$494K Sell
2,151
-368
-15% -$83.7K 0.01% 821
2025
Q2 		$593K Buy
+2,519
New +$541K 0.02% 708

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DCP
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ROIC
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SP
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Sigma Planning Corp's GWRE Position: Q4 2025 in Review

Sigma Planning Corp sold out of Guidewire Software (GWRE) in Q4 2025, closing a stake of 2,151 shares — an estimated $494K sold.

Sigma Planning Corp first reported a position in GWRE in Q2 2025 and held it in 2 quarters. The position peaked at $593K in Q2 2025. 670 funds tracked by Wall St. Rank hold GWRE as of Q4 2025.

  • Sigma Planning Corp reported no remaining Guidewire Software position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 2,151 Guidewire Software shares in Q4 2025, an estimated $494K.
  • Sigma Planning Corp first reported a position in Guidewire Software in Q2 2025 and held it in 2 quarters.
  • Sigma Planning Corp's Guidewire Software position peaked at $593K in Q2 2025.
  • 670 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.