Route One Investment Company, L.P.

Position in GWRE — Guidewire Software, Inc.

CIK 1512171 San Francisco, CA

Back to GWRE Full portfolio

Position in GWRE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$227,564,240

-$49,026,639 QoQ

Shares Held

1,849,364

0.0% QoQ

Ownership

2.22%

of shares outstanding

% of Portfolio

9.42%

of 13F equity value

Holder Rank

#10

of 545 holders

Holding Since

Mar 2020

26 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, 2026

Route One Investment Company, L.P. holds $264,861,727 across 2 Software - Application names. GWRE ranks #1 (85.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GWRE	Guidewire Software, Inc. This page	1,849,364	$227,564,240
2	PCOR	Procore Technologies, Inc.	918,205	$37,297,487

All Filings in GWRE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,564,240	1,849,364	0.0%	Shares	Sole	2026-08-14
2026-03-31	$276,590,879	1,849,364	+10.7%	Shares	Sole	2026-05-15
2025-12-31	$335,769,918	1,670,414	-8.1%	Shares	Sole	2026-02-17
2025-09-30	$417,887,548	1,818,009	0.0%	Shares	Sole	2025-11-14
2025-06-30	$428,050,219	1,818,009	-11.4%	Shares	Sole	2025-08-14
2025-03-31	$384,355,924	2,051,430	-8.9%	Shares	Sole	2025-05-15
2024-12-31	$379,546,069	2,251,430	-21.4%	Shares	Sole	2025-02-14
2024-09-30	$524,229,205	2,865,580	0.0%	Shares	Sole	2024-11-14
2024-06-30	$395,134,826	2,865,580	0.0%	Shares	Sole	2024-08-14
2024-03-31	$334,441,841	2,865,580	0.0%	Shares	Sole	2024-05-15
2023-12-31	$312,462,843	2,865,580	0.0%	Shares	Sole	2024-02-14
2023-09-30	$257,902,200	2,865,580	0.0%	Shares	Sole	2023-11-14
2023-06-30	$218,013,326	2,865,580	+2.5%	Shares	Sole	2023-08-14
2023-03-31	$229,438,876	2,796,330	0.0%	Shares	Sole	2023-05-15
2022-12-31	$174,938,404	2,796,330	+1.3%	Shares	Sole	2023-02-14
2022-09-30	$169,938,015	2,759,630	+10.2%	Shares	Sole	2022-11-14
2022-06-30	$177,782,386	2,504,330	+11.5%	Shares	Sole	2022-08-15
2022-03-31	$212,490,972	2,245,730	+14.6%	Shares	Sole	2022-05-16
2021-12-31	$222,402,999	1,958,980	+12.8%	Shares	Sole	2022-02-14
2021-09-30	$206,369,969	1,736,098	+3.8%	Shares	Sole	2021-11-15
2021-06-30	$188,507,066	1,672,348	+15.2%	Shares	Sole	2021-08-16
2021-03-31	$147,597,045	1,452,298	+5.8%	Shares	Sole	2021-05-17
2020-12-31	$176,720,286	1,372,798	+50.3%	Shares	Sole	2021-02-16
2020-09-30	$95,229,582	913,298	+37.5%	Shares	Sole	2020-11-16
2020-06-30	$73,637,433	664,298	0.0%	Shares	Sole	2020-08-14
2020-03-31	$52,685,474	664,298	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.