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Morningstar Investment Services’s Guidewire Software GWRE Stock Holding History

Morningstar Investment Services’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
2024
Q3 		– Sell
-2,130
Closed -$292K – 409
2024
Q2 		$292K Sell
2,130
-136
-6% -$16.4K ﹤0.01% 316
2024
Q1 		$262K Sell
2,266
-2,102
-48% -$240K ﹤0.01% 306
2023
Q4 		$484K Buy
+4,368
New +$417K ﹤0.01% 292
2023
Q1 		– Sell
-6,319
Closed -$400K – 232
2022
Q4 		$400K Buy
+6,319
New +$375K 0.01% 187
2022
Q2 		– Sell
-39,322
Closed -$3.75M – 226
2022
Q1 		$3.75M Buy
+39,322
New +$3.76M 0.04% 142

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 $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morningstar Investment Services's GWRE Position: Q3 2024 in Review

Morningstar Investment Services sold out of Guidewire Software (GWRE) in Q3 2024, closing a stake of 2,130 shares — an estimated $292K sold.

Morningstar Investment Services first reported a position in GWRE in Q1 2022 and held it in 5 quarters. The position peaked at $3.75M in Q1 2022. 500 funds tracked by Wall St. Rank hold GWRE as of Q3 2024.

  • Morningstar Investment Services reported no remaining Guidewire Software position as of Q3 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 2,130 Guidewire Software shares in Q3 2024, an estimated $292K.
  • Morningstar Investment Services first reported a position in Guidewire Software in Q1 2022 and held it in 5 quarters.
  • Morningstar Investment Services's Guidewire Software position peaked at $3.75M in Q1 2022.
  • 500 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2024.

Based on Morningstar Investment Services's 13F filing for Q3 2024, filed 7 Nov 2024.