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Bares Capital Management’s Guidewire Software GWRE Stock Holding History

Bares Capital Management’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
Q1 		– Sell
-184,664
Closed -$20.1M – 32
2023
Q4 		$20.1M Sell
184,664
-18,000
-9% -$1.72M 0.79% 15
2023
Q3 		$18.2M Sell
202,664
-24,000
-11% -$2M 0.78% 15
2023
Q2 		$17.2M Sell
226,664
-6,000
-3% -$459K 0.6% 18
2023
Q1 		$19.1M Sell
232,664
-58,000
-20% -$4.22M 0.68% 17
2022
Q4 		$18.2M Sell
290,664
-24,592
-8% -$1.46M 0.69% 18
2022
Q3 		$19.4M Buy
315,256
+39,541
+14% +$2.86M 0.76% 21
2022
Q2 		$19.6M Sell
275,715
-10,000
-3% -$818K 0.72% 22
2022
Q1 		$27M Sell
285,715
-13,000
-4% -$1.24M 0.63% 20
2021
Q4 		$33.9M Sell
298,715
-30,000
-9% -$3.56M 0.68% 18
2021
Q3 		$39.1M Sell
328,715
-2,000
-0.6% -$231K 0.7% 16
2021
Q2 		$37.3M Sell
330,715
-7,500
-2% -$780K 0.66% 12
2021
Q1 		$34.4M Sell
338,215
-30,000
-8% -$3.49M 0.64% 13
2020
Q4 		$47.4M Hold
368,215
– – 0.88% 12
2020
Q3 		$38.4M Sell
368,215
-83,329
-18% -$9.36M 0.81% 13
2020
Q2 		$50.1M Sell
451,544
-44,000
-9% -$4.23M 1.24% 11
2020
Q1 		$39.3M Buy
495,544
+155,100
+46% +$16.2M 1.42% 13
2019
Q4 		$37.4M Buy
340,444
+34,843
+11% +$3.9M 1.05% 17
2019
Q3 		$32.2M Sell
305,601
-7,000
-2% -$706K 0.97% 20
2019
Q2 		$31.7M Sell
312,601
-25,632
-8% -$2.61M 0.87% 19
2019
Q1 		$32.9M Buy
338,233
+8,300
+3% +$742K 0.92% 17
2018
Q4 		$26.5M Buy
329,933
+65,546
+25% +$5.72M 0.8% 18
2018
Q3 		$26.7M Buy
264,387
+260,298
+6,366% +$25M 0.75% 19
2018
Q2 		$363K Buy
+4,089
New +$362K 0.01% 19

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Bares Capital Management's GWRE Position: Q1 2024 in Review

Bares Capital Management sold out of Guidewire Software (GWRE) in Q1 2024, closing a stake of 184,664 shares — an estimated $20.1M sold.

Bares Capital Management first reported a position in GWRE in Q2 2018 and held it in 23 quarters. The position peaked at $50.1M in Q2 2020. 405 funds tracked by Wall St. Rank hold GWRE as of Q1 2024.

  • Bares Capital Management reported no remaining Guidewire Software position as of Q1 2024 after selling out during the quarter.
  • Bares Capital Management sold 184,664 Guidewire Software shares in Q1 2024, an estimated $20.1M.
  • Bares Capital Management first reported a position in Guidewire Software in Q2 2018 and held it in 23 quarters.
  • Bares Capital Management's Guidewire Software position peaked at $50.1M in Q2 2020.
  • 405 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2024.

Based on Bares Capital Management's 13F filing for Q1 2024, filed 15 May 2024.