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Kapitalo Investimentos’s Guidewire Software GWRE Stock Holding History

Kapitalo Investimentos’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
2024
Q1 		– Sell
-1,872
Closed -$204K – 385
2023
Q4 		$204K Buy
+1,872
New +$179K 0.04% 274
2023
Q3 		– Sell
-2,250
Closed -$171K – 603
2023
Q2 		$171K Buy
+2,250
New +$172K 0.03% 270

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 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 $2.35B AUM 11.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Kapitalo Investimentos's GWRE Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Guidewire Software (GWRE) in Q1 2024, closing a stake of 1,872 shares — an estimated $204K sold.

Kapitalo Investimentos first reported a position in GWRE in Q2 2023 and held it in 2 quarters. The position peaked at $204K in Q4 2023. 405 funds tracked by Wall St. Rank hold GWRE as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Guidewire Software position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,872 Guidewire Software shares in Q1 2024, an estimated $204K.
  • Kapitalo Investimentos first reported a position in Guidewire Software in Q2 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Guidewire Software position peaked at $204K in Q4 2023.
  • 405 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.