Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
Sowell Financial Services’s
Guidewire Software
GWRE
Stock Holding History
Sowell Financial Services’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
2021
Q2
–
Sell
-1,138
Closed
-$112K
–
1443
2021
Q1
$112K
Hold
1,138
–
–
﹤0.01%
1321
2020
Q4
$146K
Buy
1,138
+65
+6%
+$7.42K
0.01%
990
2020
Q3
$112K
Buy
1,073
+23
+2%
+$2.58K
0.01%
936
2020
Q2
$116K
Sell
1,050
-175
-14%
-$16.8K
0.01%
919
2020
Q1
$97K
Hold
1,225
–
–
0.01%
850
2019
Q4
$134K
Sell
1,225
-11
-0.9%
-$1.23K
0.01%
827
2019
Q3
$130K
Buy
+1,236
New
+$125K
0.01%
760
Other funds holding GWRE
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
BCM
Brown Capital Management
Baltimore, Maryland
$704M AUM
6.25%
1-Year Est. Return
DCP
Darsana Capital Partners
New York
$4.7B AUM
50.56%
1-Year Est. Return
GIM
Generation Investment Management
London, United Kingdom
$11.2B AUM
0.58%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close