Gavilan Investment Partners LLC
Position in GWRE — Guidewire Software, Inc.
CIK 1963404
BURLINGAME, CA
Position in GWRE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,689,750
-$10,669,470 QoQ
Shares Held
95,000
-36.5% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
2.85%
of 13F equity value
Holder Rank
#91
of 544 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in GWRE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Gavilan Investment Partners LLC holds $66,937,050 across 4 Software - Application names. GWRE ranks #4 (17.5% of the industry book) .
All Filings in GWRE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,689,750 | 95,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $22,359,220 | 149,500 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $23,116,150 | 115,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,433,900 | 115,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $27,076,750 | 115,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $25,762,000 | 137,500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $27,225,670 | 161,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $29,544,810 | 161,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $35,713,510 | 259,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $30,227,890 | 259,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $28,241,360 | 259,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $23,310,000 | 259,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,020,000 | 250,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $17,996,847 | 219,340 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,565,568 | 120,933 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||