Night Owl Capital Management, LLC
Position in GWRE — Guidewire Software, Inc.
CIK 1410833
GREENWICH, CT
Position in GWRE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,181,362
-$4,084,367 QoQ
Shares Held
81,448
+0.7% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 39.046999312444754.ToString("F0")%
Shared 0.ToString("F0")%
None 60.953000687555246.ToString("F0")%
Common Shares in GWRE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Night Owl Capital Management, LLC holds $54,815,562 across 2 Software - Application names. GWRE ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
249,017 | $42,634,200 | |
| 2 | GWRE |
Guidewire Software, Inc.
This page
|
81,448 | $12,181,362 |
All Filings in GWRE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,181,362 | 81,448 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,265,729 | 80,920 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,295,936 | 79,596 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,585,245 | 78,935 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||