Guidewire Software (GWRE) in Wally Weitz's Multi Cap Equity Fund Q2 2024

Software Solutions and Market Positioning Enhance Performance

Apr 15, 2025

Summary

Strong quarterly performance driven by software solutions.
Valuation-related trims made to manage position size.
Continues to be a key contributor to the fund's performance.

Guidewire Software, Inc. (GWRE, Financial) was highlighted in Wally Weitz's Multi Cap Equity Fund 2nd-Quarter Commentary 2024 Q2 as a significant contributor to the fund's performance. The company's robust software solutions and strategic market positioning have been pivotal in enhancing its performance.

"Guidewire Software was one of the Fund's largest quarterly contributors, generating returns in excess of 10%." — Wally Weitz, Multi Cap Equity Fund, Q2 2024 Fund Letter

Read full letter at gurufocus Wally Weitz's Multi Cap Equity Fund 2nd-Quarter Commentary 2024 Q2 page.

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