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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

GWRE holding history

Guidewire Software, Inc. in every 13F filed by Atria Wealth Solutions, Inc., 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 2025 holdings

Shares (Q2 2025)
2,156
Value
$507.2K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2022
Holdings of GWRE by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20252,156$507.2K<0.1%−573−21.0%ReducedHolders
Q1 20252,729$511.3K<0.1%+349+14.7%AddedHolders
Q4 20242,380$401.2K<0.1%+23+1.0%AddedHolders
Q3 20242,357$431.1K<0.1%−246−9.5%ReducedHolders
Q2 20242,603$358.9K<0.1%−102−3.8%ReducedHolders
Q1 20242,705$315.7K<0.1%−27−1.0%ReducedHolders
Q4 20232,732$297.9K<0.1%−45−1.6%ReducedHolders
Q3 20232,777$249.9K<0.1%−96−3.3%ReducedHolders
Q2 20232,873$218.5K<0.1%−18−0.6%ReducedHolders
Q1 20232,891$237.2K<0.1%+2,891NewHolders
Q4 20220$00.0%−7,843−100.0%Sold outHolders
Q3 20227,843$483.0K<0.1%+757+10.7%AddedHolders
Q2 20227,086$503.0K<0.1%+249+3.6%AddedHolders
Q1 20226,837$647.0K<0.1%–No prior filingHolders