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Junto Capital Management’s Guidewire Software GWRE Stock Holding History

Junto 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
2023
Q3 		– Sell
-153,845
Closed -$11.7M – 84
2023
Q2 		$11.7M Sell
153,845
-281,421
-65% -$21.5M 0.3% 65
2023
Q1 		$35.7M Buy
435,266
+313,171
+256% +$22.8M 0.99% 43
2022
Q4 		$7.64M Buy
+122,095
New +$7.25M 0.22% 81

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BAMCO Inc
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Junto Capital Management's GWRE Position: Q3 2023 in Review

Junto Capital Management sold out of Guidewire Software (GWRE) in Q3 2023, closing a stake of 153,845 shares — an estimated $11.7M sold.

Junto Capital Management first reported a position in GWRE in Q4 2022 and held it in 3 quarters. The position peaked at $35.7M in Q1 2023. 353 funds tracked by Wall St. Rank hold GWRE as of Q3 2023.

  • Junto Capital Management reported no remaining Guidewire Software position as of Q3 2023 after selling out during the quarter.
  • Junto Capital Management sold 153,845 Guidewire Software shares in Q3 2023, an estimated $11.7M.
  • Junto Capital Management first reported a position in Guidewire Software in Q4 2022 and held it in 3 quarters.
  • Junto Capital Management's Guidewire Software position peaked at $35.7M in Q1 2023.
  • 353 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2023.

Based on Junto Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.