Linonia Partnership’s Guidewire Software GWRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$800M Hold
3,396,310
26.11% 1
2025
Q1
$636M Buy
3,396,310
+1,000,709
+42% +$187M 25.01% 1
2024
Q4
$404M Hold
2,395,601
21.25% 1
2024
Q3
$438M Hold
2,395,601
26.61% 1
2024
Q2
$330M Buy
2,395,601
+185,077
+8% +$25.5M 26.2% 1
2024
Q1
$258M Buy
2,210,524
+468,366
+27% +$54.7M 23.44% 1
2023
Q4
$190M Buy
+1,742,158
New +$190M 25.07% 1