Position in GWRE
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$213,123
-$84,371 QoQ
Shares Held
1,425
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
7 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in GWRE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026FINANCIAL CONSULATE, INC holds $2,238,085 across 37 Software - Application names. GWRE ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCU |
Docusign, Inc.
|
13,782 | $653,404 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,417 | $389,644 | |
| 3 | GWRE |
Guidewire Software, Inc.
This page
|
1,425 | $213,123 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
749 | $208,124 | |
| 5 | NOW |
ServiceNow, Inc.
|
1,809 | $189,130 | |
| 6 | PCOR |
Procore Technologies, Inc.
|
1,518 | $86,526 | |
| 7 | TYL |
Tyler Technologies Inc
|
225 | $77,035 | |
| 8 | MANH |
Manhattan Associates Inc
|
498 | $66,293 |
All Filings in GWRE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,123 | 1,425 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $297,494 | 1,480 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $408,920 | 1,779 | Shares | Sole | 2025-10-21 | |
| 2023-03-31 | $451,028 | 5,497 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $337,198 | 5,390 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $249,029 | 4,044 | Shares | Other | 2022-10-20 | |
| 2022-06-30 | $217,300 | 3,061 | Shares | Other | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||