Hitchwood Capital Management’s Guidewire Software GWRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-350,000	Closed	-$31.1M	–	57
2018 Q2	$31.1M	Sell	350,000 -55,100	-14%	-$4.89M	0.97%	22
2018 Q1	$32.7M	Sell	405,100 -394,900	-49%	-$31.9M	1.59%	22
2017 Q4	$59.4M	Hold	800,000	–	–	2.23%	21
2017 Q3	$62.3M	Buy	+800,000	New	+$62.3M	2.66%	21