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Next Financial Group’s Guidewire Software GWRE Stock Holding History

Next Financial 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
2021
Q4 		$738K Buy
6,503
+2,455
+61% +$291K 0.05% 400
2021
Q3 		$481K Sell
4,048
-230
-5% -$26.6K 0.04% 484
2021
Q2 		$482K Sell
4,278
-9,229
-68% -$959K 0.04% 478
2021
Q1 		$1.37M Buy
13,507
+1,747
+15% +$203K 0.12% 185
2020
Q4 		$1.51M Buy
11,760
+8,476
+258% +$967K 0.15% 152
2020
Q3 		$343K Sell
3,284
-4,248
-56% -$477K 0.04% 458
2020
Q2 		$835K Buy
7,532
+1,198
+19% +$115K 0.1% 218
2020
Q1 		$503K Buy
6,334
+1,907
+43% +$199K 0.06% 268
2019
Q4 		$486K Buy
4,427
+739
+20% +$82.7K 0.05% 379
2019
Q3 		$389K Buy
3,688
+581
+19% +$58.6K 0.04% 419
2019
Q2 		$315K Buy
3,107
+2,394
+336% +$244K 0.03% 502
2019
Q1 		$69K Buy
713
+152
+27% +$13.6K 0.02% 642
2018
Q4 		$45K Buy
561
+511
+1,022% +$44.6K 0.01% 834
2018
Q3 		$5K Buy
+50
New +$4.8K ﹤0.01% 1159
2017
Q4 		– Sell
-100
Closed -$8K – 720
2017
Q3 		$8K Hold
100
– – ﹤0.01% 1288
2017
Q2 		$7K Buy
+100
New +$6.36K ﹤0.01% 1442

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
SGM
Skye Global Management West Palm Beach, Florida $5B AUM 11.9% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Next Financial Group's GWRE Position: Q4 2021 in Review

Next Financial Group increased its Guidewire Software (GWRE) stake by 61% in Q4 2021, buying an estimated $291K and bringing the position to 6,503 shares worth $738K. The position accounts for 0.05% of the portfolio, ranked #400.

Next Financial Group first reported a position in GWRE in Q2 2017 and has held it in 16 quarters since. The position peaked at $1.51M in Q4 2020. 405 funds tracked by Wall St. Rank hold GWRE as of Q4 2021.

  • Next Financial Group held 6,503 shares of Guidewire Software worth $738K as of Q4 2021.
  • Next Financial Group bought 2,455 Guidewire Software shares in Q4 2021, an estimated $291K.
  • Guidewire Software made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #400 holding.
  • Next Financial Group first reported a position in Guidewire Software in Q2 2017 and has held it in 16 quarters since.
  • Next Financial Group's Guidewire Software position peaked at $1.51M in Q4 2020.
  • 405 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.