Makena 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
2025 Q2	$28.1M	Sell	119,525 -8,763	-7%	-$2.06M	2.82%	9
2025 Q1	$24M	Buy	128,288 +48,433	+61%	+$9.07M	2.48%	10
2024 Q4	$13.5M	Sell	79,855 -10,112	-11%	-$1.7M	2.18%	12
2024 Q3	$16.5M	Buy	89,967 +34,422	+62%	+$6.3M	3.95%	3
2024 Q2	$7.66M	Buy	+55,545	New	+$7.66M	1.77%	34