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Daniel Sundheim’s Guidewire Software GWRE Stock Holding History

Daniel Sundheim’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
-313,733
Closed -$36.6M – 42
2024
Q1 		$36.6M Buy
+313,733
New +$35.9M 0.56% 33
2020
Q2 		– Sell
-1,745,400
Closed -$138M – 50
2020
Q1 		$138M Buy
1,745,400
+871,000
+100% +$91M 1.43% 17
2019
Q4 		$96M Sell
874,400
-2,001,189
-70% -$224M 1.41% 16
2019
Q3 		$303M Buy
2,875,589
+520,589
+22% +$52.5M 4.19% 9
2019
Q2 		$239M Buy
2,355,000
+351,000
+18% +$35.8M 3.4% 10
2019
Q1 		$195M Sell
2,004,000
-965,805
-33% -$86.3M 3.51% 12
2018
Q4 		$238M Buy
+2,969,805
New +$259M 4.57% 8

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 $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Daniel Sundheim's GWRE Position: Q2 2024 in Review

Daniel Sundheim sold out of Guidewire Software (GWRE) in Q2 2024, closing a stake of 313,733 shares — an estimated $36.6M sold.

Daniel Sundheim first reported a position in GWRE in Q4 2018 and held it in 7 quarters. The position peaked at $303M in Q3 2019. 454 funds tracked by Wall St. Rank hold GWRE as of Q2 2024.

  • Daniel Sundheim reported no remaining Guidewire Software position as of Q2 2024 after selling out during the quarter.
  • Daniel Sundheim sold 313,733 Guidewire Software shares in Q2 2024, an estimated $36.6M.
  • Daniel Sundheim first reported a position in Guidewire Software in Q4 2018 and held it in 7 quarters.
  • Daniel Sundheim's Guidewire Software position peaked at $303M in Q3 2019.
  • 454 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2024.

Based on D1 Capital Partners's 13F filing for Q2 2024, filed 14 Aug 2024.