MAKENA CAPITAL MANAGEMENT LLC
Position in GWRE — Guidewire Software, Inc.
CIK 1359262
MENLO PARK, CA
Position in GWRE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$34,821,181
+$4,813,014 QoQ
Shares Held
282,984
+41.0% QoQ
Ownership
0.340%
of shares outstanding
% of Portfolio
7.38%
of 13F equity value
Holder Rank
#52
of 544 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GWRE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MAKENA CAPITAL MANAGEMENT LLC holds $55,038,811 across 2 Software - Application names. GWRE ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWRE |
Guidewire Software, Inc.
This page
|
282,984 | $34,821,181 | |
| 2 | PCOR |
Procore Technologies, Inc.
|
497,726 | $20,217,630 |
All Filings in GWRE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,821,181 | 282,984 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $30,008,167 | 200,643 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $28,003,708 | 139,315 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $31,684,591 | 137,843 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $28,142,161 | 119,525 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $24,036,039 | 128,288 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,461,955 | 79,855 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $16,458,562 | 89,967 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,659,100 | 55,545 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||