Night Owl Capital Management, LLC
Position in GWRE — Guidewire Software, Inc.
CIK 1410833
GREENWICH, CT
Position in GWRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,191,616
-$1,989,746 QoQ
Shares Held
82,825
+1.7% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#102
of 545 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in GWRE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Night Owl Capital Management, LLC holds $39,294,981 across 2 Software - Application names. GWRE ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
188,848 | $29,103,365 | |
| 2 | GWRE |
Guidewire Software, Inc.
This page
|
82,825 | $10,191,616 |
All Filings in GWRE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,191,616 | 82,825 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||