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Weitz Investment Management’s Guidewire Software GWRE Stock Holding History

Weitz Investment 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
Q4 		– Sell
-96,700
Closed -$17.7M – 48
2024
Q3 		$17.7M Sell
96,700
-5,100
-5% -$775K 0.87% 39
2024
Q2 		$14M Sell
101,800
-20,300
-17% -$2.44M 0.74% 41
2024
Q1 		$14.3M Hold
122,100
– – 0.72% 38
2023
Q4 		$13.3M Sell
122,100
-93,500
-43% -$8.92M 0.7% 40
2023
Q3 		$19.4M Hold
215,600
– – 1.07% 35
2023
Q2 		$16.4M Sell
215,600
-900
-0.4% -$68.9K 0.87% 35
2023
Q1 		$17.8M Hold
216,500
– – 1.02% 34
2022
Q4 		$13.5M Buy
216,500
+23,200
+12% +$1.38M 0.77% 40
2022
Q3 		$11.9M Hold
193,300
– – 0.7% 42
2022
Q2 		$13.7M Buy
193,300
+7,000
+4% +$573K 0.72% 44
2022
Q1 		$17.6M Buy
186,300
+5,500
+3% +$526K 0.78% 40
2021
Q4 		$20.5M Hold
180,800
– – 0.82% 40
2021
Q3 		$21.5M Hold
180,800
– – 0.9% 38
2021
Q2 		$20.4M Hold
180,800
– – 0.86% 39
2021
Q1 		$18.4M Sell
180,800
-7,500
-4% -$872K 0.81% 42
2020
Q4 		$24.2M Sell
188,300
-20,000
-10% -$2.28M 1.03% 33
2020
Q3 		$21.7M Sell
208,300
-17,500
-8% -$1.97M 1.02% 35
2020
Q2 		$25M Buy
225,800
+6,800
+3% +$653K 1.24% 27
2020
Q1 		$17.4M Buy
219,000
+2,625
+1% +$274K 0.92% 37
2019
Q4 		$23.8M Sell
216,375
-22,500
-9% -$2.52M 0.93% 39
2019
Q3 		$25.2M Buy
238,875
+48,475
+25% +$4.89M 1.02% 34
2019
Q2 		$19.3M Buy
190,400
+5,250
+3% +$535K 0.77% 42
2019
Q1 		$18M Buy
185,150
+75,150
+68% +$6.72M 0.74% 41
2018
Q4 		$8.82M Buy
110,000
+40,000
+57% +$3.49M 0.4% 51
2018
Q3 		$7.07M Hold
70,000
– – 0.29% 57
2018
Q2 		$6.21M Sell
70,000
-2,000
-3% -$177K 0.26% 54
2018
Q1 		$5.82M Buy
72,000
+7,000
+11% +$563K 0.25% 54
2017
Q4 		$4.83M Buy
65,000
+40,000
+160% +$3.09M 0.2% 54
2017
Q3 		$1.95M Hold
25,000
– – 0.08% 64
2017
Q2 		$1.72M Sell
25,000
-22,645
-48% -$1.44M 0.07% 58
2017
Q1 		$2.68M Buy
47,645
+36,645
+333% +$2M 0.11% 59
2016
Q4 		$543K Buy
11,000
+4,000
+57% +$224K 0.02% 73
2016
Q3 		$420K Hold
7,000
– – 0.02% 67
2016
Q2 		$432K Hold
7,000
– – 0.02% 64
2016
Q1 		$381K Buy
+7,000
New +$366K 0.01% 62

Other funds holding GWRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Weitz Investment Management's GWRE Position: Q4 2024 in Review

Weitz Investment Management sold out of Guidewire Software (GWRE) in Q4 2024, closing a stake of 96,700 shares — an estimated $17.7M sold.

Weitz Investment Management first reported a position in GWRE in Q1 2016 and held it in 35 quarters. The position peaked at $25.2M in Q3 2019. 556 funds tracked by Wall St. Rank hold GWRE as of Q4 2024.

  • Weitz Investment Management reported no remaining Guidewire Software position as of Q4 2024 after selling out during the quarter.
  • Weitz Investment Management sold 96,700 Guidewire Software shares in Q4 2024, an estimated $17.7M.
  • Weitz Investment Management first reported a position in Guidewire Software in Q1 2016 and held it in 35 quarters.
  • Weitz Investment Management's Guidewire Software position peaked at $25.2M in Q3 2019.
  • 556 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2024.

Based on Weitz Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.