Route One Investment Company’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 | $428M | Sell |
1,818,009
-233,421
| -11% | -$55M | 18.73% | 1 |
|
|
2025
Q1 | $384M | Sell |
2,051,430
-200,000
| -9% | -$37.5M | 16.02% | 2 |
|
|
2024
Q4 | $380M | Sell |
2,251,430
-614,150
| -21% | -$104M | 14.83% | 2 |
|
|
2024
Q3 | $524M | Hold |
2,865,580
| – | – | 18.38% | 1 |
|
|
2024
Q2 | $395M | Hold |
2,865,580
| – | – | 13.69% | 2 |
|
|
2024
Q1 | $334M | Hold |
2,865,580
| – | – | 12.19% | 2 |
|
|
2023
Q4 | $312M | Hold |
2,865,580
| – | – | 6.32% | 2 |
|
|
2023
Q3 | $258M | Hold |
2,865,580
| – | – | 8.86% | 2 |
|
|
2023
Q2 | $218M | Buy |
2,865,580
+69,250
| +2% | +$5.27M | 7.7% | 5 |
|
|
2023
Q1 | $229M | Hold |
2,796,330
| – | – | 8.53% | 3 |
|
|
2022
Q4 | $175M | Buy |
2,796,330
+36,700
| +1% | +$2.3M | 7.91% | 4 |
|
|
2022
Q3 | $170M | Buy |
2,759,630
+255,300
| +10% | +$15.7M | 6.43% | 5 |
|
|
2022
Q2 | $178M | Buy |
2,504,330
+258,600
| +12% | +$18.4M | 6.44% | 6 |
|
|
2022
Q1 | $212M | Buy |
2,245,730
+286,750
| +15% | +$27.1M | 6.62% | 7 |
|
|
2021
Q4 | $222M | Buy |
1,958,980
+222,882
| +13% | +$25.3M | 4.93% | 8 |
|
|
2021
Q3 | $206M | Buy |
1,736,098
+63,750
| +4% | +$7.58M | 5.31% | 8 |
|
|
2021
Q2 | $189M | Buy |
1,672,348
+220,050
| +15% | +$24.8M | 4.54% | 9 |
|
|
2021
Q1 | $148M | Buy |
1,452,298
+79,500
| +6% | +$8.08M | 3.72% | 10 |
|
|
2020
Q4 | $177M | Buy |
1,372,798
+459,500
| +50% | +$59.2M | 4.97% | 10 |
|
|
2020
Q3 | $95.2M | Buy |
913,298
+249,000
| +37% | +$26M | 2.5% | 14 |
|
|
2020
Q2 | $73.6M | Hold |
664,298
| – | – | 2.1% | 14 |
|
|
2020
Q1 | $52.7M | Buy |
+664,298
| New | +$52.7M | 1.73% | 15 |
|