Junto 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
2023 Q3	–	Sell	-153,845	Closed	-$11.7M	–	84
2023 Q2	$11.7M	Sell	153,845 -281,421	-65%	-$21.4M	0.3%	65
2023 Q1	$35.7M	Buy	435,266 +313,171	+256%	+$25.7M	0.99%	43
2022 Q4	$7.64M	Buy	+122,095	New	+$7.64M	0.22%	81