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Skye Global Management’s Guidewire Software GWRE Stock Holding History

Skye Global Management’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
Q1 		– Sell
-2,050,000
Closed -$128M – 33
2022
Q4 		$128M Sell
2,050,000
-1,628,500
-44% -$96.7M 4.41% 4
2022
Q3 		$227M Sell
3,678,500
-49,500
-1% -$3.58M 5.28% 5
2022
Q2 		$265M Buy
3,728,000
+116,000
+3% +$9.49M 5.72% 4
2022
Q1 		$342M Buy
3,612,000
+1,326,000
+58% +$127M 5.57% 4
2021
Q4 		$260M Buy
2,286,000
+208,000
+10% +$24.7M 4.35% 5
2021
Q3 		$247M Buy
2,078,000
+460,000
+28% +$53.1M 4.15% 5
2021
Q2 		$182M Buy
1,618,000
+1,008,000
+165% +$105M 3.29% 6
2021
Q1 		$62M Sell
610,000
-240,000
-28% -$27.9M 1.2% 13
2020
Q4 		$109M Sell
850,000
-62,000
-7% -$7.08M 2.56% 9
2020
Q3 		$95.1M Buy
912,000
+416,000
+84% +$46.7M 2.45% 11
2020
Q2 		$55M Hold
496,000
– – 2.14% 10
2020
Q1 		$39.3M Buy
496,000
+108,500
+28% +$11.3M 3.08% 6
2019
Q4 		$42.5M Buy
387,500
+76,400
+25% +$8.55M 4.07% 6
2019
Q3 		$32.8M Buy
311,100
+238,580
+329% +$24.1M 3.13% 8
2019
Q2 		$7.35M Sell
72,520
-13,980
-16% -$1.43M 0.78% 16
2019
Q1 		$8.4M Buy
86,500
+81,700
+1,702% +$7.3M 1.03% 16
2018
Q4 		$385K Buy
+4,800
New +$419K 0.08% 25
2018
Q2 		– Sell
-4,000
Closed -$323K – 36
2018
Q1 		$323K Sell
4,000
-5,250
-57% -$422K 0.08% 34
2017
Q4 		$687K Buy
+9,250
New +$714K 0.29% 29

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
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Skye Global Management's GWRE Position: Q1 2023 in Review

Skye Global Management sold out of Guidewire Software (GWRE) in Q1 2023, closing a stake of 2,050,000 shares — an estimated $128M sold.

Skye Global Management first reported a position in GWRE in Q4 2017 and held it in 19 quarters. The position peaked at $342M in Q1 2022. 351 funds tracked by Wall St. Rank hold GWRE as of Q1 2023.

  • Skye Global Management reported no remaining Guidewire Software position as of Q1 2023 after selling out during the quarter.
  • Skye Global Management sold 2,050,000 Guidewire Software shares in Q1 2023, an estimated $128M.
  • Skye Global Management first reported a position in Guidewire Software in Q4 2017 and held it in 19 quarters.
  • Skye Global Management's Guidewire Software position peaked at $342M in Q1 2022.
  • 351 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2023.

Based on Skye Global Management's 13F filing for Q1 2023, filed 15 May 2023.