VEPM
GWRE icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return