WMS Partners’s Guidewire Software GWRE Stock Holding History

WMS Partners’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
2022 Q1	–	Sell	-2,331	Closed	-$265K	–	287
2021 Q4	$265K	Buy	+2,331	New	+$276K	0.06%	168

Other funds holding GWRE

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BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SGM

Skye Global Management West Palm Beach, Florida $5B AUM 11.9% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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

WMS Partners's GWRE Position: Q1 2022 in Review

WMS Partners sold out of Guidewire Software (GWRE) in Q1 2022, closing a stake of 2,331 shares — an estimated $265K sold.

WMS Partners first reported a position in GWRE in Q4 2021 and held it in 1 quarter. The position peaked at $265K in Q4 2021. 383 funds tracked by Wall St. Rank hold GWRE as of Q1 2022.

WMS Partners reported no remaining Guidewire Software position as of Q1 2022 after selling out during the quarter.
WMS Partners sold 2,331 Guidewire Software shares in Q1 2022, an estimated $265K.
WMS Partners first reported a position in Guidewire Software in Q4 2021 and held it in 1 quarter.
WMS Partners's Guidewire Software position peaked at $265K in Q4 2021.
383 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2022.

Based on WMS Partners's 13F filing for Q1 2022, filed 10 May 2022.