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Trifecta Capital Advisors’s Guidewire Software GWRE Stock Holding History

Trifecta Capital Advisors’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
Q1 		– Sell
-172
Closed -$29K – 422
2024
Q4 		$29K Hold
172
– – 0.01% 167
2024
Q3 		$31.5K Hold
172
– – 0.01% 167
2024
Q2 		$23.7K Buy
+172
New +$20.7K 0.01% 178

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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
LP
Linonia Partnership New York $5.6B AUM 1.81% 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
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Trifecta Capital Advisors's GWRE Position: Q1 2025 in Review

Trifecta Capital Advisors sold out of Guidewire Software (GWRE) in Q1 2025, closing a stake of 172 shares — an estimated $29K sold.

Trifecta Capital Advisors first reported a position in GWRE in Q2 2024 and held it in 3 quarters. The position peaked at $31.5K in Q3 2024. 591 funds tracked by Wall St. Rank hold GWRE as of Q1 2025.

  • Trifecta Capital Advisors reported no remaining Guidewire Software position as of Q1 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 172 Guidewire Software shares in Q1 2025, an estimated $29K.
  • Trifecta Capital Advisors first reported a position in Guidewire Software in Q2 2024 and held it in 3 quarters.
  • Trifecta Capital Advisors's Guidewire Software position peaked at $31.5K in Q3 2024.
  • 591 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2025.

Based on Trifecta Capital Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.