Partners Capital Investment Group’s Guidewire Software GWRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Hold
1,529
0.01% 140
2025
Q1
$286K Buy
+1,529
New +$286K ﹤0.01% 172
2024
Q4
Sell
-1,529
Closed -$280K 138
2024
Q3
$280K Hold
1,529
﹤0.01% 164
2024
Q2
$211K Buy
+1,529
New +$211K ﹤0.01% 179
2024
Q1
Sell
-3,468
Closed -$378K 185
2023
Q4
$378K Buy
3,468
+99
+3% +$10.8K 0.01% 195
2023
Q3
$303K Sell
3,369
-2,062
-38% -$186K 0.01% 197
2023
Q2
$413K Sell
5,431
-36,567
-87% -$2.78M 0.01% 174
2023
Q1
$3.45M Sell
41,998
-14,567
-26% -$1.2M 0.15% 83
2022
Q4
$3.54M Sell
56,565
-33,248
-37% -$2.08M 0.17% 84
2022
Q3
$5.53M Sell
89,813
-49,754
-36% -$3.06M 0.33% 69
2022
Q2
$9.91M Sell
139,567
-278,231
-67% -$19.8M 0.67% 49
2022
Q1
$39.5M Buy
417,798
+111,378
+36% +$10.5M 1.95% 11
2021
Q4
$34.8M Sell
306,420
-25,884
-8% -$2.94M 1.61% 21
2021
Q3
$39.5M Buy
332,304
+4,735
+1% +$563K 1.81% 17
2021
Q2
$36.9M Sell
327,569
-20,918
-6% -$2.36M 1.64% 18
2021
Q1
$35.4M Sell
348,487
-6,256
-2% -$636K 1.55% 19
2020
Q4
$45.7M Sell
354,743
-45,106
-11% -$5.81M 2.62% 11
2020
Q3
$41.7M Buy
399,849
+15,673
+4% +$1.63M 2.57% 9
2020
Q2
$42.6M Buy
384,176
+23,048
+6% +$2.55M 2.1% 9
2020
Q1
$28.6M Buy
361,128
+3,889
+1% +$308K 1.96% 13
2019
Q4
$39.2M Sell
357,239
-29,889
-8% -$3.28M 2.97% 12
2019
Q3
$40.8M Buy
387,128
+14,452
+4% +$1.52M 3.55% 10
2019
Q2
$37.8M Sell
372,676
-10,544
-3% -$1.07M 3.76% 8
2019
Q1
$37.2M Buy
+383,220
New +$37.2M 3.67% 9