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Triple Frond Partners’s Guidewire Software GWRE Stock Holding History

Triple Frond Partners’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
2022
Q4 		– Sell
-277,612
Closed -$17.1M – 10
2022
Q3 		$17.1M Sell
277,612
-95,560
-26% -$6.91M 3.01% 10
2022
Q2 		$26.5M Sell
373,172
-2,898
-0.8% -$237K 4.05% 9
2022
Q1 		$35.6M Hold
376,070
– – 4.4% 9
2021
Q4 		$42.7M Sell
376,070
-19,730
-5% -$2.34M 4.81% 9
2021
Q3 		$47M Hold
395,800
– – 5.13% 9
2021
Q2 		$44.6M Hold
395,800
– – 4.84% 8
2021
Q1 		$40.2M Hold
395,800
– – 4.99% 8
2020
Q4 		$51M Sell
395,800
-265,000
-40% -$30.2M 6.21% 8
2020
Q3 		$68.9M Buy
660,800
+88,000
+15% +$9.89M 5.85% 8
2020
Q2 		$63.5M Buy
572,800
+200,000
+54% +$19.2M 6.12% 8
2020
Q1 		$29.6M Buy
+372,800
New +$38.9M 3.29% 8

Other funds holding GWRE

AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Triple Frond Partners's GWRE Position: Q4 2022 in Review

Triple Frond Partners sold out of Guidewire Software (GWRE) in Q4 2022, closing a stake of 277,612 shares — an estimated $17.1M sold.

Triple Frond Partners first reported a position in GWRE in Q1 2020 and held it in 11 quarters. The position peaked at $68.9M in Q3 2020. 347 funds tracked by Wall St. Rank hold GWRE as of Q4 2022.

  • Triple Frond Partners reported no remaining Guidewire Software position as of Q4 2022 after selling out during the quarter.
  • Triple Frond Partners sold 277,612 Guidewire Software shares in Q4 2022, an estimated $17.1M.
  • Triple Frond Partners first reported a position in Guidewire Software in Q1 2020 and held it in 11 quarters.
  • Triple Frond Partners's Guidewire Software position peaked at $68.9M in Q3 2020.
  • 347 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2022.

Based on Triple Frond Partners's 13F filing for Q4 2022, filed 8 Feb 2023.