WESTERLY CAPITAL MANAGEMENT, LLC

Position in GWRE — Guidewire Software, Inc.

CIK 1546172 SAN FRANCISCO, CA

Position in GWRE

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

Position Value

$8,613,500

+$4,304,220 QoQ

Shares Held

70,000

+204.3% QoQ

Ownership

0.084%

of shares outstanding

% of Portfolio

2.15%

of 13F equity value

Holder Rank

#114

of 544 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

WESTERLY CAPITAL MANAGEMENT, LLC holds $92,894,572 across 10 Software - Application names. GWRE ranks #5 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASAN	Asana, Inc.	3,030,000	$21,210,000
2	ADBE	Adobe Inc.	73,000	$14,966,460
3	CRM	Salesforce, Inc.	92,000	$14,412,720
4	SCOR	Comscore, Inc.	1,310,961	$9,674,892
5	GWRE	Guidewire Software, Inc. This page	70,000	$8,613,500
6	FRSH	Freshworks Inc.	800,000	$8,096,000
7	BL	Blackline, Inc.	250,000	$7,017,500
8	FIG	Figma, Inc.	250,000	$4,522,500

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,613,500	70,000	+204.3%	Shares	Sole	2026-08-14
2025-03-31	$4,309,280	23,000	-47.1%	Shares	Sole	2025-05-15
2024-12-31	$7,333,904	43,504	+295.5%	Shares	Sole	2025-02-14
2024-06-30	$1,516,790	11,000	-63.3%	Shares	Sole	2024-08-14
2024-03-31	$3,501,300	30,000	+36.4%	Shares	Sole	2024-05-15
2023-12-31	$2,398,880	22,000	+10.0%	Shares	Sole	2024-02-14
2023-09-30	$1,800,000	20,000	-80.0%	Shares	Sole	2023-11-14
2023-06-30	$7,608,000	100,000	-9.1%	Shares	Sole	2023-08-14
2023-03-31	$9,025,500	110,000	-17.3%	Shares	Sole	2023-05-15
2022-12-31	$8,320,480	133,000	+90.0%	Shares	Sole	2023-02-14
2022-09-30	$4,310,600	70,000	+62.8%	Shares	Sole	2022-11-14
2022-06-30	$3,052,570	43,000	+72.0%	Shares	Sole	2022-08-15
2022-03-31	$2,365,500	25,000	-37.5%	Shares	Sole	2022-05-16
2021-12-31	$4,541,200	40,000	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.