Position in GWRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$468,082,200
-$130,157,800 QoQ
Shares Held
3,804,000
-4.9% QoQ
Ownership
4.57%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#6
of 544 holders
Holding Since
Jun 2020
25 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, 2026Darsana Capital Partners LP holds $468,082,200 across 1 Software - Application name. GWRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWRE |
Guidewire Software, Inc.
This page
|
3,804,000 | $468,082,200 |
All Filings in GWRE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,082,200 | 3,804,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $598,240,000 | 4,000,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $502,525,000 | 2,500,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $459,720,000 | 2,000,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $470,900,000 | 2,000,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $430,928,000 | 2,300,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $387,734,000 | 2,300,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $420,762,000 | 2,300,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $448,142,500 | 3,250,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $379,307,500 | 3,250,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $381,640,000 | 3,500,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $225,000,000 | 2,500,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $190,200,000 | 2,500,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $205,125,000 | 2,500,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $156,400,000 | 2,500,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $153,950,000 | 2,500,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $177,475,000 | 2,500,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $236,550,000 | 2,500,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $283,825,000 | 2,500,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $297,175,000 | 2,500,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $281,800,000 | 2,500,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $254,075,000 | 2,500,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $289,642,500 | 2,250,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $130,337,500 | 1,250,000 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $104,852,571 | 945,896 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||