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SYM Financial Corp’s Guidewire Software GWRE Stock Holding History

SYM Financial 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
-936
Closed -$215K – 433
2025
Q3 		$215K Sell
936
-16
-2% -$3.64K 0.02% 301
2025
Q2 		$224K Buy
+952
New +$205K 0.03% 286

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State Street
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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

SYM Financial Corp's GWRE Position: Q4 2025 in Review

SYM Financial Corp sold out of Guidewire Software (GWRE) in Q4 2025, closing a stake of 936 shares — an estimated $215K sold.

SYM Financial Corp first reported a position in GWRE in Q2 2025 and held it in 2 quarters. The position peaked at $224K in Q2 2025. 671 funds tracked by Wall St. Rank hold GWRE as of Q4 2025.

  • SYM Financial Corp reported no remaining Guidewire Software position as of Q4 2025 after selling out during the quarter.
  • SYM Financial Corp sold 936 Guidewire Software shares in Q4 2025, an estimated $215K.
  • SYM Financial Corp first reported a position in Guidewire Software in Q2 2025 and held it in 2 quarters.
  • SYM Financial Corp's Guidewire Software position peaked at $224K in Q2 2025.
  • 671 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2025.

Based on SYM Financial Corp's 13F filing for Q4 2025, filed 13 Feb 2026.