Position in GWRE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$430,583
-$148,124 QoQ
Shares Held
2,879
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GWRE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Strategic Planning, Inc. holds $6,319,596 across 2 Software - Application names. GWRE ranks #2 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDAY |
Workday, Inc.
|
45,328 | $5,889,013 | |
| 2 | GWRE |
Guidewire Software, Inc.
This page
|
2,879 | $430,583 |
All Filings in GWRE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $430,583 | 2,879 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $578,707 | 2,879 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $661,766 | 2,879 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $677,860 | 2,879 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $539,409 | 2,879 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||