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Lee Ainslie’s Guidewire Software GWRE Stock Holding History

Lee Ainslie’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
-5,080
Closed -$386K – 398
2023
Q2 		$386K Sell
5,080
-14,949
-75% -$1.14M 0.01% 298
2023
Q1 		$1.64M Buy
20,029
+14,321
+251% +$1.04M 0.04% 98
2022
Q4 		$357K Buy
5,708
+2,444
+75% +$145K 0.01% 239
2022
Q3 		$201K Buy
+3,264
New +$236K ﹤0.01% 327
2022
Q1 		– Sell
-708
Closed -$80K – 297
2021
Q4 		$80K Buy
708
+42
+6% +$4.98K ﹤0.01% 261
2021
Q3 		$79K Sell
666
-11,381
-94% -$1.31M ﹤0.01% 596
2021
Q2 		$1.36M Buy
12,047
+5,254
+77% +$546K 0.01% 216
2021
Q1 		$690K Buy
6,793
+1,643
+32% +$191K 0.01% 341
2020
Q4 		$663K Buy
+5,150
New +$588K 0.01% 310
2020
Q3 		– Sell
-2,635
Closed -$292K – 630
2020
Q2 		$292K Buy
2,635
+2,261
+605% +$217K 0.01% 494
2020
Q1 		$30K Buy
+374
New +$39.1K ﹤0.01% 459
2018
Q3 		– Sell
-24,730
Closed -$2.2M – 258
2018
Q2 		$2.2M Buy
+24,730
New +$2.19M 0.03% 205

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 $66.6B AUM 7.35% 1-Year Est. Return
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

Lee Ainslie's GWRE Position: Q3 2023 in Review

Lee Ainslie sold out of Guidewire Software (GWRE) in Q3 2023, closing a stake of 5,080 shares — an estimated $386K sold.

Lee Ainslie first reported a position in GWRE in Q2 2018 and held it in 12 quarters. The position peaked at $2.2M in Q2 2018. 353 funds tracked by Wall St. Rank hold GWRE as of Q3 2023.

  • Lee Ainslie reported no remaining Guidewire Software position as of Q3 2023 after selling out during the quarter.
  • Lee Ainslie sold 5,080 Guidewire Software shares in Q3 2023, an estimated $386K.
  • Lee Ainslie first reported a position in Guidewire Software in Q2 2018 and held it in 12 quarters.
  • Lee Ainslie's Guidewire Software position peaked at $2.2M in Q2 2018.
  • 353 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2023.

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