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DFPG Investments’s Guidewire Software GWRE Stock Holding History

DFPG Investments’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 		$498K Sell
4,739
-318
-6% -$30.3K 0.04% 400
2023
Q3 		$453K Sell
5,057
-834
-14% -$69.6K 0.04% 370
2023
Q2 		$470K Buy
5,891
+732
+14% +$56K 0.04% 388
2023
Q1 		$423K Buy
5,159
+749
+17% +$54.5K 0.05% 370
2022
Q4 		$297K Buy
+4,410
New +$262K 0.05% 354

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

DFPG Investments's GWRE Position: Q4 2023 in Review

DFPG Investments reduced its Guidewire Software (GWRE) stake by 6.3% in Q4 2023, selling an estimated $30.3K and leaving 4,739 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #400.

DFPG Investments first reported a position in GWRE in Q4 2022 and has held it in 5 quarters since. 385 funds tracked by Wall St. Rank hold GWRE as of Q4 2023.

  • DFPG Investments held 4,739 shares of Guidewire Software worth $498K as of Q4 2023.
  • DFPG Investments sold 318 Guidewire Software shares in Q4 2023, an estimated $30.3K.
  • Guidewire Software made up 0.04% of DFPG Investments's portfolio in Q4 2023, its #400 holding.
  • DFPG Investments first reported a position in Guidewire Software in Q4 2022 and has held it in 5 quarters since.
  • 385 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.