Picton Mahoney Asset Management’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	$2.22M	Sell	9,405 -34,442	-79%	-$8.11M	0.02%	304
2025 Q1	$8.21M	Buy	43,847 +11,135	+34%	+$2.09M	0.14%	124
2024 Q4	$5.52M	Sell	32,712 -887	-3%	-$150K	0.11%	146
2024 Q3	$6.15M	Buy	33,599 +1,974	+6%	+$361K	0.2%	142
2024 Q2	$4.36M	Buy	+31,625	New	+$4.36M	0.17%	154