Greenstone Partners & Co., LLC

Position in GWRE — Guidewire Software, Inc.

CIK 1845565 LARKSPUR, CA

Position in GWRE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$49,784,061

-$10,685,888 QoQ

Shares Held

404,584

+0.1% QoQ

Ownership

0.486%

of shares outstanding

% of Portfolio

11.51%

of 13F equity value

Holder Rank

#38

of 544 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Greenstone Partners & Co., LLC holds $120,988,210 across 3 Software - Application names. GWRE ranks #1 (41.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWRE	Guidewire Software, Inc. This page	404,584	$49,784,061
2	APPF	Appfolio Inc	273,617	$43,874,485
3	PCOR	Procore Technologies, Inc.	672,813	$27,329,664

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,784,061	404,584	+0.1%	Shares	Sole	2026-08-14
2026-03-31	$60,469,949	404,319	+117.4%	Shares	Sole	2026-05-14
2025-12-31	$37,379,015	185,956	+47.6%	Shares	Sole	2026-02-18
2025-09-30	$28,952,246	125,956	-1.2%	Shares	Sole	2026-02-25
2025-06-30	$30,023,642	127,516	-29.0%	Shares	Sole	2025-08-14
2025-03-31	$33,641,986	179,558	-1.2%	Shares	Sole	2025-05-14
2024-12-31	$30,629,131	181,689	0.0%	Shares	Sole	2025-02-14
2024-09-30	$33,238,185	181,689	0.0%	Shares	Sole	2024-11-14
2024-06-30	$25,053,096	181,689	0.0%	Shares	Sole	2024-08-13
2024-03-31	$21,204,923	181,689	+11.0%	Shares	Sole	2024-05-09
2023-12-31	$17,843,196	163,639	+12.4%	Shares	Sole	2024-02-14
2023-09-30	$13,103,010	145,589	0.0%	Shares	Sole	2023-11-14
2023-06-30	$11,076,411	145,589	+11.1%	Shares	Sole	2023-08-14
2023-03-31	$10,755,852	131,089	0.0%	Shares	Sole	2023-05-15
2022-12-31	$8,200,927	131,089	+61.7%	Shares	Sole	2023-02-13
2022-09-30	$4,993,460	81,089	-21.9%	Shares	Sole	2022-11-14
2022-06-30	$7,372,169	103,848	0.0%	Shares	Sole	2022-08-15
2022-03-31	$9,826,097	103,848	0.0%	Shares	Sole	2022-05-13
2021-12-31	$11,789,863	103,848	0.0%	Shares	Sole	2022-02-14
2021-09-30	$12,344,411	103,848	0.0%	Shares	Sole	2021-11-10
2021-06-30	$11,705,746	103,848	0.0%	Shares	Sole	2021-08-06
2021-03-31	$10,554,072	103,848	+25.7%	Shares	Sole	2021-05-13
2020-12-31	$10,635,672	82,620	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.