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Pathstone Family Office’s Guidewire Software GWRE Stock Holding History

Pathstone Family Office’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
2023
Q3 		$660K Buy
7,330
+409
+6% +$34.1K 0.01% 901
2023
Q2 		$527K Buy
+6,921
New +$530K 0.01% 728
2023
Q1 		– Sell
-8,230
Closed -$517K – 1340
2022
Q4 		$517K Buy
8,230
+570
+7% +$33.8K ﹤0.01% 1083
2022
Q3 		$472K Buy
+7,660
New +$554K ﹤0.01% 1098
2019
Q2 		– Sell
-20
Closed -$2K – 737
2019
Q1 		$2K Buy
+20
New +$1.79K ﹤0.01% 765

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
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Pathstone Family Office's GWRE Position: Q3 2023 in Review

Pathstone Family Office increased its Guidewire Software (GWRE) stake by 5.9% in Q3 2023, buying an estimated $34.1K and bringing the position to 7,330 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #901.

Pathstone Family Office first reported a position in GWRE in Q1 2019 and has held it in 5 quarters since. 353 funds tracked by Wall St. Rank hold GWRE as of Q3 2023.

  • Pathstone Family Office held 7,330 shares of Guidewire Software worth $660K as of Q3 2023.
  • Pathstone Family Office bought 409 Guidewire Software shares in Q3 2023, an estimated $34.1K.
  • Guidewire Software made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #901 holding.
  • Pathstone Family Office first reported a position in Guidewire Software in Q1 2019 and has held it in 5 quarters since.
  • 353 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.