Firsthand Capital Management’s Guidewire Software GWRE Stock Holding History

Firsthand Capital 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
2021 Q3	–	Sell	-22,500	Closed	-$2.54M	–	56
2021 Q2	$2.54M	Hold	22,500	–	–	0.64%	27
2021 Q1	$2.29M	Hold	22,500	–	–	0.64%	30
2020 Q4	$2.9M	Hold	22,500	–	–	0.79%	28
2020 Q3	$2.35M	Hold	22,500	–	–	0.93%	27
2020 Q2	$2.49M	Hold	22,500	–	–	1.14%	28
2020 Q1	$1.78M	Sell	22,500 -32,500	-59%	-$3.39M	1.41%	23
2019 Q4	$6.04M	Hold	55,000	–	–	2.35%	15
2019 Q3	$5.8M	Hold	55,000	–	–	2.34%	15
2019 Q2	$5.58M	Hold	55,000	–	–	2.15%	19
2019 Q1	$5.34M	Hold	55,000	–	–	1.99%	19
2018 Q4	$4.41M	Hold	55,000	–	–	2.78%	13
2018 Q3	$5.56M	Hold	55,000	–	–	2.62%	13
2018 Q2	$4.88M	Hold	55,000	–	–	2.29%	13
2018 Q1	$4.45M	Hold	55,000	–	–	2.49%	12
2017 Q4	$4.08M	Buy	55,000 +50,000	+1,000%	+$3.86M	3.01%	10
2017 Q3	$389K	Hold	5,000	–	–	0.35%	32
2017 Q2	$344K	Buy	+5,000	New	+$318K	0.35%	31

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

BCM

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

DCP

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

SGM

Skye Global Management West Palm Beach, Florida $5.14B AUM 6.88% 1-Year Est. Return

Firsthand Capital Management's GWRE Position: Q3 2021 in Review

Firsthand Capital Management sold out of Guidewire Software (GWRE) in Q3 2021, closing a stake of 22,500 shares — an estimated $2.54M sold.

Firsthand Capital Management first reported a position in GWRE in Q2 2017 and held it in 17 quarters. The position peaked at $6.04M in Q4 2019. 374 funds tracked by Wall St. Rank hold GWRE as of Q3 2021.

Firsthand Capital Management reported no remaining Guidewire Software position as of Q3 2021 after selling out during the quarter.
Firsthand Capital Management sold 22,500 Guidewire Software shares in Q3 2021, an estimated $2.54M.
Firsthand Capital Management first reported a position in Guidewire Software in Q2 2017 and held it in 17 quarters.
Firsthand Capital Management's Guidewire Software position peaked at $6.04M in Q4 2019.
374 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2021.

Based on Firsthand Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.