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USA Financial Formulas’s Guidewire Software GWRE Stock Holding History

USA Financial Formulas’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
-1,522
Closed -$257K – 321
2024
Q4 		$257K Buy
+1,522
New +$284K 0.04% 139

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Vanguard Group
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
State Street
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

USA Financial Formulas's GWRE Position: Q1 2025 in Review

USA Financial Formulas sold out of Guidewire Software (GWRE) in Q1 2025, closing a stake of 1,522 shares — an estimated $257K sold.

USA Financial Formulas first reported a position in GWRE in Q4 2024 and held it in 1 quarter. The position peaked at $257K in Q4 2024. 591 funds tracked by Wall St. Rank hold GWRE as of Q1 2025.

  • USA Financial Formulas reported no remaining Guidewire Software position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 1,522 Guidewire Software shares in Q1 2025, an estimated $257K.
  • USA Financial Formulas first reported a position in Guidewire Software in Q4 2024 and held it in 1 quarter.
  • USA Financial Formulas's Guidewire Software position peaked at $257K in Q4 2024.
  • 591 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.