Tompkins Financial’s Guidewire Software GWRE Stock Holding History

Tompkins Financial’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 Q3	–	Sell	-1,000	Closed	-$76.1K	–	600
2023 Q2	$76.1K	Hold	1,000	–	–	0.01%	295
2023 Q1	$82K	Hold	1,000	–	–	0.01%	286
2022 Q4	$63K	Hold	1,000	–	–	0.01%	311
2022 Q3	$62K	Hold	1,000	–	–	0.01%	308
2022 Q2	$71K	Hold	1,000	–	–	0.01%	299
2022 Q1	$95K	Buy	+1,000	New	+$95.6K	0.01%	290
2021 Q1	$26K	Hold	257	–	–	﹤0.01%	308
2020 Q4	$33K	Hold	257	–	–	0.01%	286
2020 Q3	$27K	Hold	257	–	–	0.01%	284
2020 Q2	$28K	Sell	257 -88	-26%	-$8.45K	0.01%	271
2020 Q1	$27K	Sell	345 -16	-4%	-$1.67K	0.01%	267
2019 Q4	$40K	Hold	361	–	–	0.01%	270
2019 Q3	$38K	Hold	361	–	–	0.01%	241
2019 Q2	$37K	Hold	361	–	–	0.01%	252
2019 Q1	$35K	Hold	361	–	–	0.01%	259
2018 Q4	$29K	Buy	+361	New	+$31.5K	0.01%	269

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 $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return

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

William Blair Investment Management

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

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return