Corvex Management’s Guidewire Software GWRE Stock Holding History

Corvex 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
2019 Q2	–	Sell	-386,000	Closed	-$37.5M	–	37
2019 Q1	$37.5M	Buy	+386,000	New	+$34.5M	2.62%	10

Other funds holding GWRE

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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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JSP

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

Corvex Management's GWRE Position: Q2 2019 in Review

Corvex Management sold out of Guidewire Software (GWRE) in Q2 2019, closing a stake of 386,000 shares — an estimated $37.5M sold.

Corvex Management first reported a position in GWRE in Q1 2019 and held it in 1 quarter. The position peaked at $37.5M in Q1 2019. 325 funds tracked by Wall St. Rank hold GWRE as of Q2 2019.

Corvex Management reported no remaining Guidewire Software position as of Q2 2019 after selling out during the quarter.
Corvex Management sold 386,000 Guidewire Software shares in Q2 2019, an estimated $37.5M.
Corvex Management first reported a position in Guidewire Software in Q1 2019 and held it in 1 quarter.
Corvex Management's Guidewire Software position peaked at $37.5M in Q1 2019.
325 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2019.

Based on Corvex Management's 13F filing for Q2 2019, filed 14 Aug 2019.