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Lead Edge Capital Management’s Guidewire Software GWRE Stock Holding History

Lead Edge 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
2024
Q3 		– Sell
-179,761
Closed -$24.8M – 12
2024
Q2 		$24.8M Sell
179,761
-33,000
-16% -$3.97M 7.91% 6
2024
Q1 		$24.8M Hold
212,761
– – 7.63% 5
2023
Q4 		$23.2M Hold
212,761
– – 6.2% 8
2023
Q3 		$19.1M Hold
212,761
– – 6.8% 6
2023
Q2 		$16.2M Hold
212,761
– – 4.98% 7
2023
Q1 		$17.5M Sell
212,761
-70,000
-25% -$5.09M 5.48% 6
2022
Q4 		$17.7M Buy
+282,761
New +$16.8M 6.12% 6

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lead Edge Capital Management's GWRE Position: Q3 2024 in Review

Lead Edge Capital Management sold out of Guidewire Software (GWRE) in Q3 2024, closing a stake of 179,761 shares — an estimated $24.8M sold.

Lead Edge Capital Management first reported a position in GWRE in Q4 2022 and held it in 7 quarters. The position peaked at $24.8M in Q1 2024. 500 funds tracked by Wall St. Rank hold GWRE as of Q3 2024.

  • Lead Edge Capital Management reported no remaining Guidewire Software position as of Q3 2024 after selling out during the quarter.
  • Lead Edge Capital Management sold 179,761 Guidewire Software shares in Q3 2024, an estimated $24.8M.
  • Lead Edge Capital Management first reported a position in Guidewire Software in Q4 2022 and held it in 7 quarters.
  • Lead Edge Capital Management's Guidewire Software position peaked at $24.8M in Q1 2024.
  • 500 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2024.

Based on Lead Edge Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.