GWRE position history
The shares of Guidewire Software (GWRE) that BAMCO Inc (Baron Capital) reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 5,751,010 shares, $684M, 1.5% of portfolio
- 2021 Q4: 5,897,971 shares, $670M, 1.4% of portfolio, Add +2.6%
- 2022 Q1: 5,814,960 shares, $550M, 1.4% of portfolio, Reduce −1.4%
- 2022 Q2: 6,162,843 shares, $438M, 1.4% of portfolio, Add +6.0%
- 2022 Q3: 6,083,288 shares, $375M, 1.2% of portfolio, Reduce −1.3%
- 2022 Q4: 5,879,510 shares, $368M, 1.2% of portfolio, Reduce −3.3%
- 2023 Q1: 6,106,230 shares, $501M, 1.5% of portfolio, Add +3.9%
- 2023 Q2: 6,201,987 shares, $472M, 1.3% of portfolio, Add +1.6%
- 2023 Q3: 6,238,882 shares, $561M, 1.6% of portfolio, Add +0.6%
- 2023 Q4: 6,361,042 shares, $694M, 1.8% of portfolio, Add +2.0%
- 2024 Q1: 6,215,742 shares, $725M, 1.9% of portfolio, Reduce −2.3%
- 2024 Q2: 6,125,291 shares, $845M, 2.4% of portfolio, Reduce −1.5%
- 2024 Q3: 6,008,129 shares, $1.1B, 2.9% of portfolio, Reduce −1.9%
- 2024 Q4: 5,915,183 shares, $997M, 2.6% of portfolio, Reduce −1.5%
- 2025 Q1: 5,667,682 shares, $1.1B, 3.1% of portfolio, Reduce −4.2%
- 2025 Q2: 5,589,520 shares, $1.3B, 3.6% of portfolio, Reduce −1.4%
- 2025 Q3: 5,168,851 shares, $1.2B, 3.2% of portfolio, Reduce −7.5%
- 2025 Q4: 5,147,550 shares, $1B, 2.8% of portfolio, Reduce −0.4%
- 2026 Q1: 6,597,453 shares, $987M, 3.0% of portfolio, Add +28.2%
- 2026 Q2: 8,994,456 shares, $1.1B, 1.7% of portfolio, Add +36.3%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|