Position in GWRE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$491,953
-$15,951 QoQ
Shares Held
3,998
+17.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#299
of 544 holders
Holding Since
Mar 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, 2026First Bank & Trust holds $9,098,876 across 12 Software - Application names. GWRE ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
30,635 | $3,012,339 | |
| 2 | DDOG |
Datadog, Inc.
|
4,091 | $1,065,132 | |
| 3 | UBER |
Uber Technologies, Inc
|
12,587 | $908,277 | |
| 4 | NOW |
ServiceNow, Inc.
|
7,184 | $713,226 | |
| 5 | INTU |
Intuit Inc.
|
2,636 | $687,996 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,422 | $542,406 | |
| 7 | GWRE |
Guidewire Software, Inc.
This page
|
3,998 | $491,953 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,296 | $446,388 |
All Filings in GWRE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,953 | 3,998 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $507,904 | 3,396 | Shares | Defined | 2026-04-10 | |
| 2025-12-31 | $615,291 | 3,061 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $676,937 | 2,945 | Shares | Defined | 2025-10-10 | |
| 2025-06-30 | $691,752 | 2,938 | Shares | Defined | 2025-07-09 | |
| 2025-03-31 | $555,147 | 2,963 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $439,825 | 2,609 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $485,705 | 2,655 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $338,519 | 2,455 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $286,523 | 2,455 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $295,171 | 2,707 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $254,070 | 2,823 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $237,293 | 3,119 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $240,980 | 2,937 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $255,001 | 4,141 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $311,219 | 4,384 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $332,683 | 3,516 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $336,502 | 2,964 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $314,054 | 2,642 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $297,355 | 2,638 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $214,540 | 2,111 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $275,739 | 2,142 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $228,976 | 2,196 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $238,770 | 2,154 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $177,416 | 2,237 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||