GWRE β€” GUIDEWIRE SOFTWARE

Ownership history in Integrated Wealth Concepts LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in GUIDEWIRE SOFTWARE (GWRE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2025 Q2)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    GWRE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 5,278 -887 -14.4% 0.01% $1.2M $229.86
2025 Q2 INITIATED 6,165 β€” β€” 0.01% $1.5M $235.45

🏒 Other funds also holding GWRE

As of 2025 Q4 β€” sorted by position size

BRX Global LP 3Y 33.33% Linonia Partnership LP 24.39% Anabranch Capital Management, LP 3Y 16.84% Teca Partners, LP 3Y 14.47% Route One Investment Company, L.P. 3Y 7Y 12.47% Darsana Capital Partners LP 3Y 7Y 10.02% Greenstone Partners & Co., LLC 3Y 7.27% Oakcliff Capital Partners, LP 3Y 7Y 7.17% Stockbridge Partners LLC 3Y 7Y 6.39% Gavilan Investment Partners LLC 3Y 5.55%
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