Meritage Group’s Guidewire Software GWRE Stock Holding History

Meritage Group’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
2019 Q4	–	Sell	-1,133,022	Closed	-$119M	–	38
2019 Q3	$119M	Buy	1,133,022 +10,953	+1%	+$1.1M	2.23%	15
2019 Q2	$114M	Hold	1,122,069	–	–	1.99%	17
2019 Q1	$109M	Buy	+1,122,069	New	+$100M	2.32%	16
2018 Q3	–	Sell	-469,516	Closed	-$41.7M	–	26
2018 Q2	$41.7M	Buy	+469,516	New	+$41.6M	0.7%	22

Other funds holding GWRE

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Meritage Group's GWRE Position: Q4 2019 in Review

Meritage Group sold out of Guidewire Software (GWRE) in Q4 2019, closing a stake of 1,133,022 shares — an estimated $119M sold.

Meritage Group first reported a position in GWRE in Q2 2018 and held it in 4 quarters. The position peaked at $119M in Q3 2019. 371 funds tracked by Wall St. Rank hold GWRE as of Q4 2019.

Meritage Group reported no remaining Guidewire Software position as of Q4 2019 after selling out during the quarter.
Meritage Group sold 1,133,022 Guidewire Software shares in Q4 2019, an estimated $119M.
Meritage Group first reported a position in Guidewire Software in Q2 2018 and held it in 4 quarters.
Meritage Group's Guidewire Software position peaked at $119M in Q3 2019.
371 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2019.

Based on Meritage Group's 13F filing for Q4 2019, filed 14 Feb 2020.