BROWN CAPITAL MANAGEMENT LLC

CIK

885062

City

BALTIMORE

State / Country

Stock

GWRE — Guidewire Software, Inc.

Top Portfolio Positions

56 positions · $703,989,616 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
CAMT	Camtek Ltd Technology	620,098	$94,013,057	13.35%
GLBE	Global-E Online Ltd. Consumer Cyclical	1,398,886	$43,155,633	6.13%
CLBT	Cellebrite DI Ltd. Technology	2,702,379	$37,238,782	5.29%
GKOS	GLAUKOS Corp Healthcare	230,028	$24,764,814	3.52%
MELI	Mercadolibre Inc Consumer Cyclical	14,156	$24,476,007	3.48%
SHOP	Shopify Inc. Technology	201,723	$23,928,382	3.40%
DDOG	Datadog, Inc. Technology	176,510	$20,837,005	2.96%
CGNX	Cognex Corp Technology	414,638	$20,313,115	2.89%
VEEV	Veeva Systems Inc Healthcare	114,935	$20,189,482	2.87%
RGEN	Repligen Corp Healthcare	169,996	$20,028,928	2.85%

Portfolio Trend

25 quarters · across all stocks

Holdings in GWRE

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,585,629	130,955	-28.7%	Shares	Sole	2026-05-14
2025-12-31	$36,910,260	183,624	-55.7%	Shares	Sole	2026-02-17
2025-09-30	$95,221,573	414,259	-36.2%	Shares	Sole	2025-11-04
2025-06-30	$152,833,184	649,111	-15.6%	Shares	Sole	2025-08-13
2025-03-31	$144,150,662	769,378	-25.6%	Shares	Sole	2025-05-15
2024-12-31	$174,329,420	1,034,105	-20.8%	Shares	Sole	2025-02-14
2024-09-30	$238,995,925	1,306,417	-27.7%	Shares	Sole	2024-11-12
2024-06-30	$249,180,191	1,807,094	-13.1%	Shares	Sole	2024-08-12
2024-03-31	$242,821,340	2,080,553	-23.7%	Shares	Sole	2024-05-15
2023-12-31	$297,357,641	2,727,051	-7.0%	Shares	Sole	2024-02-14
2023-09-30	$263,979,540	2,933,106	-0.2%	Shares	Sole	2023-11-14
2023-06-30	$223,561,840	2,938,510	-2.9%	Shares	Sole	2023-08-14
2023-03-31	$248,211,834	3,025,129	-0.7%	Shares	Sole	2023-05-15
2022-12-31	$190,545,748	3,045,808	+4.6%	Shares	Sole	2023-02-14
2022-09-30	$179,321,945	2,912,016	+2.2%	Shares	Sole	2022-11-14
2022-06-30	$202,295,020	2,849,627	-0.9%	Shares	Sole	2022-08-15
2022-03-31	$272,120,307	2,875,928	+0.5%	Shares	Sole	2022-05-16
2021-12-31	$324,780,379	2,860,745	-1.1%	Shares	Sole	2022-02-14
2021-09-30	$343,922,172	2,893,263	-4.3%	Shares	Sole	2021-11-15
2021-06-30	$340,802,833	3,023,446	-1.6%	Shares	Sole	2021-08-16
2021-03-31	$312,112,132	3,071,063	+0.1%	Shares	Sole	2021-05-14
2020-12-31	$394,856,232	3,067,321	-1.0%	Shares	Sole	2021-02-16
2020-09-30	$322,944,835	3,097,198	-0.0%	Shares	Sole	2020-11-13
2020-06-30	$343,387,471	3,097,767	-0.4%	Shares	Sole	2020-08-07
2020-03-31	$246,621,186	3,109,585	—	Shares	Sole	2020-05-08
No 13F history on record for this holder in this stock.