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Wealth Alliance’s Guidewire Software GWRE Stock Holding History

Wealth Alliance’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
-2,082
Closed -$351K – 528
2024
Q4 		$351K Sell
2,082
-56
-3% -$10.5K 0.04% 334
2024
Q3 		$391K Sell
2,138
-33
-2% -$5.01K 0.05% 332
2024
Q2 		$299K Buy
+2,171
New +$261K 0.04% 383

Other funds holding GWRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Wealth Alliance's GWRE Position: Q1 2025 in Review

Wealth Alliance sold out of Guidewire Software (GWRE) in Q1 2025, closing a stake of 2,082 shares — an estimated $351K sold.

Wealth Alliance first reported a position in GWRE in Q2 2024 and held it in 3 quarters. The position peaked at $391K in Q3 2024. 591 funds tracked by Wall St. Rank hold GWRE as of Q1 2025.

  • Wealth Alliance reported no remaining Guidewire Software position as of Q1 2025 after selling out during the quarter.
  • Wealth Alliance sold 2,082 Guidewire Software shares in Q1 2025, an estimated $351K.
  • Wealth Alliance first reported a position in Guidewire Software in Q2 2024 and held it in 3 quarters.
  • Wealth Alliance's Guidewire Software position peaked at $391K in Q3 2024.
  • 591 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2025.

Based on Wealth Alliance's 13F filing for Q1 2025, filed 5 May 2025.