Jefferies Group’s Guidewire Software GWRE Stock Holding History

Jefferies Group’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
2022 Q1	–	Sell	-14,393	Closed	-$1.63M	–	1711
2021 Q4	$1.63M	Buy	+14,393	New	+$1.71M	0.03%	860
2021 Q3	–	Sell	-54,592	Closed	-$6.15M	–	1852
2021 Q2	$6.15M	Buy	+54,592	New	+$5.68M	0.11%	406
2020 Q1	–	Sell	-28,450	Closed	-$3.12M	–	2290
2019 Q4	$3.12M	Buy	+28,450	New	+$3.18M	0.06%	790
2019 Q2	–	Sell	-2,846	Closed	-$277K	–	2664
2019 Q1	$277K	Sell	2,846 -4,154	-59%	-$371K	0.01%	1829
2018 Q4	$562K	Sell	7,000 -3,300	-32%	-$288K	0.02%	1416
2018 Q3	$1.04M	Buy	10,300 +10,000	+3,333%	+$961K	0.03%	1310
2018 Q2	$27K	Buy	+300	New	+$26.6K	﹤0.01%	2231
2017 Q3	–	Hold	0	–	–	–	2472
2017 Q2	–	Hold	0	–	–	–	2342
2017 Q1	–	Sell	-24,163	Closed	-$1.19M	–	2473
2016 Q4	$1.19M	Buy	+24,163	New	+$1.35M	0.03%	1173
2015 Q3	–	Sell	-1,939	Closed	-$103K	–	2593
2015 Q2	$103K	Buy	+1,939	New	+$99.9K	﹤0.01%	2206
2014 Q1	–	Sell	-4,575	Closed	-$224K	–	2186
2013 Q4	$224K	Buy	+4,575	New	+$216K	0.01%	1535

Other funds holding GWRE

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Skye Global Management West Palm Beach, Florida $4.64B AUM 11.9% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return