Ardmore Road Asset Management LP
Position in GWRE — Guidewire Software, Inc.
CIK 1835730
WESTPORT, CT
Position in GWRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,677,500
New position
Shares Held
550,000
first reported quarter
Ownership
0.661%
of shares outstanding
% of Portfolio
3.98%
of 13F equity value
Holder Rank
#31
of 544 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026Ardmore Road Asset Management LP holds $378,866,658 across 12 Software - Application names. GWRE ranks #1 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWRE |
Guidewire Software, Inc.
This page
|
550,000 | $67,677,500 | |
| 2 | UBER |
Uber Technologies, Inc
|
700,000 | $50,512,000 | |
| 3 | TEAM |
Atlassian Corp
|
525,953 | $40,913,883 | |
| 4 | PCOR |
Procore Technologies, Inc.
|
954,517 | $38,772,480 | |
| 5 | INTU |
Intuit Inc.
|
144,600 | $37,740,600 | |
| 6 | MNDY |
monday.com Ltd.
|
426,137 | $30,848,057 | |
| 7 | WDAY |
Workday, Inc.
|
209,450 | $25,640,869 | |
| 8 | GRAB |
Grab Holdings Ltd
|
6,000,000 | $22,620,000 |
All Filings in GWRE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,677,500 | 550,000 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||