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Tran Capital Management’s Guidewire Software GWRE Stock Holding History

Tran Capital 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
2021
Q4 		– Sell
-1,736
Closed -$206K – 51
2021
Q3 		$206K Buy
+1,736
New +$200K 0.02% 46
2021
Q1 		– Sell
-2,868
Closed -$369K – 50
2020
Q4 		$369K Hold
2,868
– – 0.03% 47
2020
Q3 		$299K Hold
2,868
– – 0.03% 57
2020
Q2 		$318K Sell
2,868
-98,078
-97% -$9.42M 0.04% 57
2020
Q1 		$8.01M Sell
100,946
-142,444
-59% -$14.9M 1.17% 33
2019
Q4 		$26.7M Sell
243,390
-3,514
-1% -$393K 3.09% 12
2019
Q3 		$26M Sell
246,904
-8,809
-3% -$888K 3.22% 13
2019
Q2 		$25.9M Sell
255,713
-8,055
-3% -$821K 3.23% 15
2019
Q1 		$25.6M Buy
263,768
+77,348
+41% +$6.91M 4.34% 11
2018
Q4 		$15M Buy
+186,420
New +$16.3M 2.6% 20

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
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
SGM
Skye Global Management West Palm Beach, Florida $5B AUM 11.9% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Tran Capital Management's GWRE Position: Q4 2021 in Review

Tran Capital Management sold out of Guidewire Software (GWRE) in Q4 2021, closing a stake of 1,736 shares — an estimated $206K sold.

Tran Capital Management first reported a position in GWRE in Q4 2018 and held it in 10 quarters. The position peaked at $26.7M in Q4 2019. 405 funds tracked by Wall St. Rank hold GWRE as of Q4 2021.

  • Tran Capital Management reported no remaining Guidewire Software position as of Q4 2021 after selling out during the quarter.
  • Tran Capital Management sold 1,736 Guidewire Software shares in Q4 2021, an estimated $206K.
  • Tran Capital Management first reported a position in Guidewire Software in Q4 2018 and held it in 10 quarters.
  • Tran Capital Management's Guidewire Software position peaked at $26.7M in Q4 2019.
  • 405 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2021.

Based on Tran Capital Management's 13F filing for Q4 2021, filed 25 Jan 2022.