Advantage Alpha Capital Partners’s Guidewire Software GWRE Stock Holding History

Advantage Alpha Capital Partners’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
2024 Q2	–	Sell	-22,055	Closed	-$2.57M	–	160
2024 Q1	$2.57M	Sell	22,055 -27,968	-56%	-$3.2M	0.48%	82
2023 Q4	$5.45M	Sell	50,023 -43,345	-46%	-$4.14M	1.03%	37
2023 Q3	$8.4M	Sell	93,368 -26,664	-22%	-$2.23M	1.77%	14
2023 Q2	$9.13M	Buy	120,032 +28,096	+31%	+$2.15M	1.83%	11
2023 Q1	$7.54M	Buy	91,936 +3,751	+4%	+$273K	1.57%	13
2022 Q4	$5.52M	Sell	88,185 -7,820	-8%	-$464K	1.17%	33
2022 Q3	$5.91M	Buy	96,005 +50,002	+109%	+$3.61M	1.09%	45
2022 Q2	$3.27M	Buy	46,003 +11,164	+32%	+$913K	0.56%	66
2022 Q1	$3.3M	Sell	34,839 -27,405	-44%	-$2.62M	0.49%	84
2021 Q4	$7.07M	Buy	62,244 +12,634	+25%	+$1.5M	1.01%	44
2021 Q3	$5.9M	Buy	49,610 +829	+2%	+$95.7K	1.08%	34
2021 Q2	$5.5M	Buy	48,781 +4,896	+11%	+$509K	1.06%	39
2021 Q1	$4.46M	Buy	43,885 +12,571	+40%	+$1.46M	0.94%	54
2020 Q4	$4.03M	Buy	+31,314	New	+$3.57M	0.88%	56
2020 Q1	–	Sell	-15,110	Closed	-$1.66M	–	95
2019 Q4	$1.66M	Buy	+15,110	New	+$1.69M	0.45%	89

Other funds holding GWRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return