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White Elm Capital’s Guidewire Software GWRE Stock Holding History

White Elm Capital’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
2019
Q4 		$4.07M Sell
37,100
-91,685
-71% -$10.3M 3.46% 16
2019
Q3 		$13.6M Hold
128,785
– – 3.51% 15
2019
Q2 		$13.1M Hold
128,785
– – 3.21% 19
2019
Q1 		$12.5M Sell
128,785
-16,100
-11% -$1.44M 3.29% 18
2018
Q4 		$11.6M Buy
144,885
+5,100
+4% +$445K 3.24% 17
2018
Q3 		$14.1M Sell
139,785
-38,274
-21% -$3.68M 3.36% 14
2018
Q2 		$15.8M Sell
178,059
-45,631
-20% -$4.04M 3.78% 11
2018
Q1 		$18.1M Hold
223,690
– – 3.97% 11
2017
Q4 		$16.6M Buy
223,690
+31,800
+17% +$2.46M 3.51% 16
2017
Q3 		$14.9M Sell
191,890
-51,700
-21% -$3.79M 2.96% 22
2017
Q2 		$16.7M Sell
243,590
-168,265
-41% -$10.7M 3.18% 16
2017
Q1 		$23.2M Sell
411,855
-37,400
-8% -$2.04M 4.32% 9
2016
Q4 		$22.2M Sell
449,255
-22,270
-5% -$1.25M 3.42% 14
2016
Q3 		$28.3M Sell
471,525
-33,300
-7% -$2.05M 3.58% 14
2016
Q2 		$31.2M Hold
504,825
– – 3.6% 14
2016
Q1 		$27.5M Hold
504,825
– – 3.03% 20
2015
Q4 		$30.4M Sell
504,825
-70,200
-12% -$4.07M 3.16% 18
2015
Q3 		$30.2M Sell
575,025
-98,700
-15% -$5.46M 3.13% 19
2015
Q2 		$35.7M Hold
673,725
– – 3.62% 15
2015
Q1 		$35.4M Sell
673,725
-131,651
-16% -$6.82M 3.81% 15
2014
Q4 		$40.8M Hold
805,376
– – 4.05% 13
2014
Q3 		$35.7M Sell
805,376
-189,451
-19% -$8.01M 3.22% 17
2014
Q2 		$40.5M Buy
994,827
+222,600
+29% +$8.82M 3.33% 15
2014
Q1 		$37.9M Hold
772,227
– – 3.28% 14
2013
Q4 		$37.9M Buy
772,227
+181,775
+31% +$8.58M 3.43% 13
2013
Q3 		$27.8M Buy
590,452
+51,598
+10% +$2.32M 2.69% 18
2013
Q2 		$22.7M Buy
+538,854
New +$21.5M 2.82% 16

Other funds holding GWRE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
EA
Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

White Elm Capital's GWRE Position: Q4 2019 in Review

White Elm Capital reduced its Guidewire Software (GWRE) stake by 71% in Q4 2019, selling an estimated $10.3M and leaving 37,100 shares worth $4.07M. The position accounts for 3.46% of the portfolio, ranked #16.

White Elm Capital first reported a position in GWRE in Q2 2013 and has held it in 27 quarters since. The position peaked at $40.8M in Q4 2014. 371 funds tracked by Wall St. Rank hold GWRE as of Q4 2019.

  • White Elm Capital held 37,100 shares of Guidewire Software worth $4.07M as of Q4 2019.
  • White Elm Capital sold 91,685 Guidewire Software shares in Q4 2019, an estimated $10.3M.
  • Guidewire Software made up 3.46% of White Elm Capital's portfolio in Q4 2019, its #16 holding.
  • White Elm Capital first reported a position in Guidewire Software in Q2 2013 and has held it in 27 quarters since.
  • White Elm Capital's Guidewire Software position peaked at $40.8M in Q4 2014.
  • 371 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2019.

Based on White Elm Capital's 13F filing for Q4 2019, filed 14 Feb 2020.