Archon Partners’s Guidewire Software GWRE Stock Holding History

Archon 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
2021 Q1	–	Sell	-84,500	Closed	-$10.9M	–	56
2020 Q4	$10.9M	Sell	84,500 -1,000	-1%	-$114K	1.46%	33
2020 Q3	$8.91M	Hold	85,500	–	–	1.4%	33
2020 Q2	$9.48M	Buy	85,500 +1,000	+1%	+$96.1K	1.72%	26
2020 Q1	$6.7M	Hold	84,500	–	–	1.45%	28
2019 Q4	$9.28M	Hold	84,500	–	–	1.58%	29
2019 Q3	$8.9M	Hold	84,500	–	–	1.73%	27
2019 Q2	$8.57M	Hold	84,500	–	–	1.7%	28
2019 Q1	$8.21M	Buy	84,500 +1,500	+2%	+$134K	1.73%	27
2018 Q4	$6.66M	Hold	83,000	–	–	1.66%	29
2018 Q3	$8.38M	Hold	83,000	–	–	1.71%	29
2018 Q2	$7.37M	Buy	83,000 +1,000	+1%	+$88.5K	1.6%	31
2018 Q1	$6.63M	Buy	82,000 +13,700	+20%	+$1.1M	1.45%	35
2017 Q4	$5.07M	Buy	+68,300	New	+$5.27M	1.1%	38

Other funds holding GWRE

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

DCP

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Archon Partners's GWRE Position: Q1 2021 in Review

Archon Partners sold out of Guidewire Software (GWRE) in Q1 2021, closing a stake of 84,500 shares — an estimated $10.9M sold.

Archon Partners first reported a position in GWRE in Q4 2017 and held it in 13 quarters. The position peaked at $10.9M in Q4 2020. 379 funds tracked by Wall St. Rank hold GWRE as of Q1 2021.

Archon Partners reported no remaining Guidewire Software position as of Q1 2021 after selling out during the quarter.
Archon Partners sold 84,500 Guidewire Software shares in Q1 2021, an estimated $10.9M.
Archon Partners first reported a position in Guidewire Software in Q4 2017 and held it in 13 quarters.
Archon Partners's Guidewire Software position peaked at $10.9M in Q4 2020.
379 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2021.

Based on Archon Partners's 13F filing for Q1 2021, filed 17 May 2021.