Marsico Capital Management’s Guidewire Software GWRE Stock Holding History

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