Circle Wealth Management, LLC
- SEC CIK
- 0001578242
- Latest filing
- Aug 12, 2026
GWRE holding history
Guidewire Software, Inc. in every 13F filed by Circle Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
GWRE overviewAll 13F holders of GWREFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −3,390−100.0% | Sold out | Holders |
| Q1 2025 | 3,390 | $635.1K | <0.1% | −888−20.8% | Reduced | Holders |
| Q4 2024 | 4,278 | $721.2K | <0.1% | −1,450−25.3% | Reduced | Holders |
| Q3 2024 | 5,728 | $1.05M | <0.1% | +5,728 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −1,797−100.0% | Sold out | Holders |
| Q4 2021 | 1,797 | $204.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 1,797 | $214.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 1,797 | $203.0K | <0.1% | +1,797 | New | Holders |