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Marsico Capital Management’s Guidewire Software GWRE Stock Holding History

Marsico 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
2022
Q3 		– Sell
-51,859
Closed -$3.68M – 86
2022
Q2 		$3.68M Hold
51,859
– – 0.18% 64
2022
Q1 		$4.91M Hold
51,859
– – 0.17% 69
2021
Q4 		$5.89M Hold
51,859
– – 0.17% 66
2021
Q3 		$6.16M Hold
51,859
– – 0.19% 66
2021
Q2 		$5.85M Hold
51,859
– – 0.14% 68
2021
Q1 		$5.27M Hold
51,859
– – 0.14% 69
2020
Q4 		$6.68M Hold
51,859
– – 0.17% 60
2020
Q3 		$5.41M Hold
51,859
– – 0.15% 61
2020
Q2 		$5.75M Sell
51,859
-5,812
-10% -$558K 0.18% 53
2020
Q1 		$4.57M Hold
57,671
– – 0.2% 52
2019
Q4 		$6.33M Sell
57,671
-15,532
-21% -$1.74M 0.23% 48
2019
Q3 		$7.71M Buy
73,203
+2,525
+4% +$255K 0.3% 40
2019
Q2 		$7.17M Buy
70,678
+15,145
+27% +$1.54M 0.26% 39
2019
Q1 		$5.4M Sell
55,533
-4,928
-8% -$441K 0.19% 50
2018
Q4 		$4.85M Hold
60,461
– – 0.2% 48
2018
Q3 		$6.11M Buy
60,461
+8,009
+15% +$770K 0.21% 53
2018
Q2 		$4.66M Hold
52,452
– – 0.17% 55
2018
Q1 		$4.24M Buy
52,452
+12,098
+30% +$974K 0.16% 58
2017
Q4 		$3M Buy
+40,354
New +$3.12M 0.12% 74

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
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SGM
Skye Global Management West Palm Beach, Florida $5.14B AUM 6.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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

Marsico Capital Management's GWRE Position: Q3 2022 in Review

Marsico Capital Management sold out of Guidewire Software (GWRE) in Q3 2022, closing a stake of 51,859 shares — an estimated $3.68M sold.

Marsico Capital Management first reported a position in GWRE in Q4 2017 and held it in 19 quarters. The position peaked at $7.71M in Q3 2019. 372 funds tracked by Wall St. Rank hold GWRE as of Q3 2022.

  • Marsico Capital Management reported no remaining Guidewire Software position as of Q3 2022 after selling out during the quarter.
  • Marsico Capital Management sold 51,859 Guidewire Software shares in Q3 2022, an estimated $3.68M.
  • Marsico Capital Management first reported a position in Guidewire Software in Q4 2017 and held it in 19 quarters.
  • Marsico Capital Management's Guidewire Software position peaked at $7.71M in Q3 2019.
  • 372 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2022.

Based on Marsico Capital Management's 13F filing for Q3 2022, filed 10 Nov 2022.