Whale Rock Capital Management’s Guidewire Software GWRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-972,743	Closed	-$178M	–	40
2024 Q3	$178M	Buy	972,743 +31,512	+3%	+$5.76M	2.5%	18
2024 Q2	$130M	Sell	941,231 -329,639	-26%	-$45.5M	1.84%	21
2024 Q1	$148M	Buy	1,270,870 +240,622	+23%	+$28.1M	2.2%	16
2023 Q4	$112M	Buy	+1,030,248	New	+$112M	2.01%	22