DCP
Darsana Capital Partners’s Guidewire Software GWRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471M | Sell |
2,000,000
-300,000
| -13% | -$70.6M | 13.45% | 1 |
|
|
2025
Q1 | $431M | Hold |
2,300,000
| – | – | 12.52% | 2 |
|
|
2024
Q4 | $388M | Hold |
2,300,000
| – | – | 11.8% | 2 |
|
|
2024
Q3 | $421M | Sell |
2,300,000
-950,000
| -29% | -$174M | 10.36% | 2 |
|
|
2024
Q2 | $448M | Hold |
3,250,000
| – | – | 12.25% | 1 |
|
|
2024
Q1 | $379M | Sell |
3,250,000
-250,000
| -7% | -$29.2M | 12.19% | 1 |
|
|
2023
Q4 | $382M | Buy |
3,500,000
+1,000,000
| +40% | +$109M | 13.62% | 1 |
|
|
2023
Q3 | $225M | Hold |
2,500,000
| – | – | 11.03% | 5 |
|
|
2023
Q2 | $190M | Hold |
2,500,000
| – | – | 12.27% | 6 |
|
|
2023
Q1 | $205M | Hold |
2,500,000
| – | – | 13.81% | 2 |
|
|
2022
Q4 | $156M | Hold |
2,500,000
| – | – | 10.43% | 5 |
|
|
2022
Q3 | $154M | Hold |
2,500,000
| – | – | 7.91% | 6 |
|
|
2022
Q2 | $177M | Hold |
2,500,000
| – | – | 9.56% | 5 |
|
|
2022
Q1 | $237M | Hold |
2,500,000
| – | – | 12% | 5 |
|
|
2021
Q4 | $284M | Hold |
2,500,000
| – | – | 13.12% | 4 |
|
|
2021
Q3 | $297M | Hold |
2,500,000
| – | – | 9.79% | 4 |
|
|
2021
Q2 | $282M | Hold |
2,500,000
| – | – | 8.01% | 4 |
|
|
2021
Q1 | $254M | Buy |
2,500,000
+250,000
| +11% | +$25.4M | 7.1% | 5 |
|
|
2020
Q4 | $290M | Buy |
2,250,000
+1,000,000
| +80% | +$129M | 8.18% | 4 |
|
|
2020
Q3 | $130M | Buy |
1,250,000
+304,104
| +32% | +$31.7M | 6.63% | 10 |
|
|
2020
Q2 | $105M | Buy |
+945,896
| New | +$105M | 6.22% | 7 |
|