Kemnay Advisory Services Inc.

Position in GWRE — Guidewire Software, Inc.

CIK 1555283 New York, NY

Position in GWRE

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

Position Value

$8,203,989

+$8,179,761 QoQ

Shares Held

66,672

+41055.6% QoQ

Ownership

0.080%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#115

of 533 holders

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Kemnay Advisory Services Inc. holds $11,077,197 across 46 Software - Application names. GWRE ranks #1 (74.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWRE	Guidewire Software, Inc. This page	66,672	$8,203,989
2	FIG	Figma, Inc.	13,274	$240,126
3	AGYS	Agilysys Inc	1,776	$185,592
4	DBD	DIEBOLD NIXDORF, Inc	2,168	$184,323
5	DAVE	Dave Inc./DE	445	$165,802
6	PCTY	Paylocity Holding Corp	1,431	$149,582
7	DOCU	Docusign, Inc.	3,089	$137,213
8	RNG	RingCentral, Inc.	3,343	$130,310

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,203,989	66,672	+41055.6%	Shares	Sole	2026-08-14
2026-03-31	$24,228	162	-99.7%	Shares	Sole	2026-05-15
2022-09-30	$3,462,889	56,234	-60.0%	Shares	Sole	2022-11-14
2022-06-30	$9,970,971	140,456	0.0%	Shares	Sole	2022-08-15
2022-03-31	$13,289,946	140,456	-21.4%	Shares	Sole	2022-05-16
2021-12-31	$20,285,313	178,678	0.0%	Shares	Sole	2022-02-14
2021-09-30	$21,239,453	178,678	0.0%	Shares	Sole	2021-11-15
2021-06-30	$20,140,584	178,678	0.0%	Shares	Sole	2021-08-16
2021-03-31	$18,159,045	178,678	0.0%	Shares	Sole	2021-05-17
2020-12-31	$23,001,218	178,678	-26.0%	Shares	Sole	2021-02-16
2020-09-30	$25,178,702	241,476	-12.1%	Shares	Sole	2020-11-16
2020-06-30	$30,445,285	274,653	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.