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 $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Tompkins Financial's GWRE Position: Q3 2023 in Review

Tompkins Financial sold out of Guidewire Software (GWRE) in Q3 2023, closing a stake of 1,000 shares — an estimated $76.1K sold.

Tompkins Financial first reported a position in GWRE in Q4 2018 and held it in 16 quarters. The position peaked at $95K in Q1 2022. 353 funds tracked by Wall St. Rank hold GWRE as of Q3 2023.

Tompkins Financial reported no remaining Guidewire Software position as of Q3 2023 after selling out during the quarter.
Tompkins Financial sold 1,000 Guidewire Software shares in Q3 2023, an estimated $76.1K.
Tompkins Financial first reported a position in Guidewire Software in Q4 2018 and held it in 16 quarters.
Tompkins Financial's Guidewire Software position peaked at $95K in Q1 2022.
353 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2023.

Based on Tompkins Financial's 13F filing for Q3 2023, filed 21 Nov 2023.