Simplicity Solutions’s Guidewire Software GWRE Stock Holding History

Simplicity Solutions’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 Q4	$243K	Buy	+2,230	New	+$213K	0.01%	900
2023 Q2	–	Sell	-2,446	Closed	-$201K	–	1119
2023 Q1	$201K	Buy	+2,446	New	+$178K	0.01%	1019
2020 Q4	–	Sell	-23,440	Closed	-$2.44M	–	953
2020 Q3	$2.44M	Buy	23,440 +8,630	+58%	+$969K	0.04%	293
2020 Q2	$1.64M	Buy	14,810 +8,147	+122%	+$783K	0.03%	346
2020 Q1	$528K	Buy	6,663 +3,531	+113%	+$369K	0.02%	469
2019 Q4	$344K	Buy	+3,132	New	+$350K	0.01%	631

Other funds holding GWRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Solutions's GWRE Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Guidewire Software (GWRE) in Q4 2023: 2,230 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #900 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in GWRE as recently as Q1 2023.

Simplicity Solutions first reported a position in GWRE in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.44M in Q3 2020. 385 funds tracked by Wall St. Rank hold GWRE as of Q4 2023.

Simplicity Solutions held 2,230 shares of Guidewire Software worth $243K as of Q4 2023.
Guidewire Software was a new Simplicity Solutions position in Q4 2023.
Guidewire Software made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #900 holding.
Simplicity Solutions first reported a position in Guidewire Software in Q4 2019 and has held it in 6 quarters since.
Simplicity Solutions's Guidewire Software position peaked at $2.44M in Q3 2020.
385 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.