Hudson Way 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
2025 Q2	$55.5M	Sell	235,875 -74,289	-24%	-$17.5M	5.02%	10
2025 Q1	$58.1M	Sell	310,164 -14,890	-5%	-$2.79M	5.76%	9
2024 Q4	$54.8M	Buy	325,054 +114,278	+54%	+$19.3M	6.19%	7
2024 Q3	$38.6M	Buy	+210,776	New	+$38.6M	4.84%	11