Congress Wealth Management LLC / DE / »

Guidewire Software shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Guidewire Software (GWRE) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Guidewire Software

Tip: Access up to 7 years of quarterly data

All positions including Guidewire Software held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Guidewire Software by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $11M 48k 235.45
2025-03-31 $11M 57k 187.37
2024-09-30 $204k 1.1k 182.94