Gavilan Investment Partners’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1M | Sell |
115,000
-22,500
| -16% | -$5.3M | 6.51% | 9 |
|
|
2025
Q1 | $25.8M | Sell |
137,500
-24,000
| -15% | -$4.5M | 7.25% | 6 |
|
|
2024
Q4 | $27.2M | Hold |
161,500
| – | – | 7.55% | 6 |
|
|
2024
Q3 | $29.5M | Sell |
161,500
-97,500
| -38% | -$17.8M | 8.49% | 4 |
|
|
2024
Q2 | $35.7M | Hold |
259,000
| – | – | 11.34% | 3 |
|
|
2024
Q1 | $30.2M | Hold |
259,000
| – | – | 9.84% | 3 |
|
|
2023
Q4 | $28.2M | Hold |
259,000
| – | – | 10.49% | 3 |
|
|
2023
Q3 | $23.3M | Buy |
259,000
+9,000
| +4% | +$810K | 10.04% | 3 |
|
|
2023
Q2 | $19M | Buy |
250,000
+30,660
| +14% | +$2.33M | 8.48% | 4 |
|
|
2023
Q1 | $18M | Buy |
219,340
+98,407
| +81% | +$8.07M | 9.28% | 3 |
|
|
2022
Q4 | $7.57M | Buy |
+120,933
| New | +$7.57M | 7.77% | 5 |
|