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AtonRa Partners’s Guidewire Software GWRE Stock Holding History

AtonRa 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
2023
Q4 		$547K Sell
5,014
-1,547
-24% -$148K 1.09% 28
2023
Q3 		$590K Sell
6,561
-1,557
-19% -$130K 1.24% 19
2023
Q2 		$618K Sell
8,118
-1,105
-12% -$84.6K 0.96% 31
2023
Q1 		$757K Buy
9,223
+1,408
+18% +$102K 1.1% 26
2022
Q4 		$489K Sell
7,815
-120
-2% -$7.12K 0.62% 73
2022
Q3 		$489K Sell
7,935
-677
-8% -$48.9K 0.48% 88
2022
Q2 		$611K Buy
8,612
+1,638
+23% +$134K 0.56% 81
2022
Q1 		$660K Buy
6,974
+265
+4% +$25.3K 0.36% 101
2021
Q4 		$762K Buy
6,709
+524
+8% +$62.1K 0.26% 103
2021
Q3 		$735K Buy
6,185
+139
+2% +$16.1K 0.25% 107
2021
Q2 		$682K Buy
6,046
+495
+9% +$51.5K 0.25% 110
2021
Q1 		$564K Sell
5,551
-16,498
-75% -$1.92M 0.25% 104
2020
Q4 		$2.84M Buy
+22,049
New +$2.52M 1.39% 24

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AtonRa Partners's GWRE Position: Q4 2023 in Review

AtonRa Partners reduced its Guidewire Software (GWRE) stake by 24% in Q4 2023, selling an estimated $148K and leaving 5,014 shares worth $547K. The position accounts for 1.09% of the portfolio, ranked #28.

AtonRa Partners first reported a position in GWRE in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.84M in Q4 2020. 385 funds tracked by Wall St. Rank hold GWRE as of Q4 2023.

  • AtonRa Partners held 5,014 shares of Guidewire Software worth $547K as of Q4 2023.
  • AtonRa Partners sold 1,547 Guidewire Software shares in Q4 2023, an estimated $148K.
  • Guidewire Software made up 1.09% of AtonRa Partners's portfolio in Q4 2023, its #28 holding.
  • AtonRa Partners first reported a position in Guidewire Software in Q4 2020 and has held it in 13 quarters since.
  • AtonRa Partners's Guidewire Software position peaked at $2.84M in Q4 2020.
  • 385 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.