SVB Wealth’s Guidewire Software GWRE Stock Holding History

SVB Wealth’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	-501	Closed	-$93.9K	–	987
2025 Q1	$93.9K	Buy	+501	New	+$97.4K	﹤0.01%	417

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 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

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

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

SVB Wealth's GWRE Position: Q2 2025 in Review

SVB Wealth sold out of Guidewire Software (GWRE) in Q2 2025, closing a stake of 501 shares — an estimated $93.9K sold.

SVB Wealth first reported a position in GWRE in Q1 2025 and held it in 1 quarter. The position peaked at $93.9K in Q1 2025. 677 funds tracked by Wall St. Rank hold GWRE as of Q2 2025.

SVB Wealth reported no remaining Guidewire Software position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 501 Guidewire Software shares in Q2 2025, an estimated $93.9K.
SVB Wealth first reported a position in Guidewire Software in Q1 2025 and held it in 1 quarter.
SVB Wealth's Guidewire Software position peaked at $93.9K in Q1 2025.
677 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.