Position in GWRE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,295,279
-$732,371 QoQ
Shares Held
26,780
-0.6% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#171
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, 2026LYELL WEALTH MANAGEMENT, LP holds $89,276,281 across 10 Software - Application names. GWRE ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
52,693 | $19,776,736 | |
| 2 | SHOP |
Shopify Inc.
|
167,421 | $19,116,129 | |
| 3 | SNOW |
Snowflake Inc.
|
57,775 | $14,703,737 | |
| 4 | UBER |
Uber Technologies, Inc
|
192,912 | $13,920,529 | |
| 5 | NOW |
ServiceNow, Inc.
|
91,809 | $9,114,797 | |
| 6 | INTU |
Intuit Inc.
|
21,838 | $5,699,718 | |
| 7 | GWRE |
Guidewire Software, Inc.
This page
|
26,780 | $3,295,279 | |
| 8 | WDAY |
Workday, Inc.
|
16,125 | $1,974,022 |
All Filings in GWRE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,295,279 | 26,780 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,027,650 | 26,930 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,417,621 | 26,952 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,254,950 | 27,212 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,285,485 | 35,190 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,593,198 | 35,190 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,932,330 | 35,190 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $8,267,058 | 45,190 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,706,672 | 55,890 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,522,921 | 55,890 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,094,245 | 55,890 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $5,264,100 | 58,490 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,449,919 | 58,490 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,799,104 | 58,490 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,659,134 | 58,490 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,694,184 | 59,990 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $4,258,690 | 59,990 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,676,253 | 59,990 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,926,465 | 61,010 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $9,062,054 | 76,235 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,734,499 | 86,360 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $8,778,799 | 86,380 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $11,790,380 | 91,590 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $14,127,959 | 135,494 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $15,968,940 | 144,059 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $11,370,595 | 143,369 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||