Vista Equity Partners Management’s Guidewire Software GWRE Stock Holding History

Vista Equity Partners 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
2024 Q3	–	Sell	-134,584	Closed	-$18.6M	–	18
2024 Q2	$18.6M	Sell	134,584 -39,366	-23%	-$4.74M	0.49%	20
2024 Q1	$20.3M	Buy	173,950 +9,317	+6%	+$1.07M	0.54%	15
2023 Q4	$18M	Sell	164,633 -55,847	-25%	-$5.33M	0.44%	14
2023 Q3	$19.8M	Sell	220,480 -139,989	-39%	-$11.7M	0.5%	11
2023 Q2	$27.4M	Buy	360,469 +95,621	+36%	+$7.32M	0.62%	9
2023 Q1	$21.7M	Buy	264,848 +76,222	+40%	+$5.54M	0.29%	10
2022 Q4	$11.8M	Buy	188,626 +96,564	+105%	+$5.73M	0.18%	14
2022 Q3	$5.67M	Buy	+92,062	New	+$6.65M	0.09%	29

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ROIC

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

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

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

DCP

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vista Equity Partners Management's GWRE Position: Q3 2024 in Review

Vista Equity Partners Management sold out of Guidewire Software (GWRE) in Q3 2024, closing a stake of 134,584 shares — an estimated $18.6M sold.

Vista Equity Partners Management first reported a position in GWRE in Q3 2022 and held it in 8 quarters. The position peaked at $27.4M in Q2 2023. 500 funds tracked by Wall St. Rank hold GWRE as of Q3 2024.

Vista Equity Partners Management reported no remaining Guidewire Software position as of Q3 2024 after selling out during the quarter.
Vista Equity Partners Management sold 134,584 Guidewire Software shares in Q3 2024, an estimated $18.6M.
Vista Equity Partners Management first reported a position in Guidewire Software in Q3 2022 and held it in 8 quarters.
Vista Equity Partners Management's Guidewire Software position peaked at $27.4M in Q2 2023.
500 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2024.

Based on Vista Equity Partners Management's 13F filing for Q3 2024, filed 14 Nov 2024.