First Manhattan’s Guidewire Software GWRE Stock Holding History

First Manhattan’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	–	Sell	-3	Closed	-$264	–	1490
2023 Q3	$264	Buy	+3	New	+$250	﹤0.01%	1409
2019 Q2	–	Sell	-600	Closed	-$58K	–	1398
2019 Q1	$58K	Sell	600 -350	-37%	-$31.3K	﹤0.01%	928
2018 Q4	$76K	Sell	950 -250	-21%	-$21.8K	﹤0.01%	846
2018 Q3	$121K	Hold	1,200	–	–	﹤0.01%	811
2018 Q2	$106K	Hold	1,200	–	–	﹤0.01%	808
2018 Q1	$96K	Buy	1,200 +600	+100%	+$48.3K	﹤0.01%	811
2017 Q4	$44K	Hold	600	–	–	﹤0.01%	1026
2017 Q3	$46K	Hold	600	–	–	﹤0.01%	974
2017 Q2	$41K	Hold	600	–	–	﹤0.01%	972
2017 Q1	$33K	Hold	600	–	–	﹤0.01%	1019
2016 Q4	$29K	Hold	600	–	–	﹤0.01%	1009
2016 Q3	$35K	Hold	600	–	–	﹤0.01%	994
2016 Q2	$37K	Hold	600	–	–	﹤0.01%	1011
2016 Q1	$32K	Hold	600	–	–	﹤0.01%	993
2015 Q4	$36K	Buy	+600	New	+$34.8K	﹤0.01%	1005

Other funds holding GWRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Manhattan's GWRE Position: Q4 2023 in Review

First Manhattan sold out of Guidewire Software (GWRE) in Q4 2023, closing a stake of 3 shares — an estimated $264 sold.

First Manhattan first reported a position in GWRE in Q4 2015 and held it in 15 quarters. The position peaked at $121K in Q3 2018. 385 funds tracked by Wall St. Rank hold GWRE as of Q4 2023.

First Manhattan reported no remaining Guidewire Software position as of Q4 2023 after selling out during the quarter.
First Manhattan sold 3 Guidewire Software shares in Q4 2023, an estimated $264.
First Manhattan first reported a position in Guidewire Software in Q4 2015 and held it in 15 quarters.
First Manhattan's Guidewire Software position peaked at $121K in Q3 2018.
385 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2023.

Based on First Manhattan's 13F filing for Q4 2023, filed 13 Feb 2024.