Position in GWRE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,793,344
-$1,463,564 QoQ
Shares Held
55,208
0.0% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#128
of 544 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GWRE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026M.D. Sass, LLC holds $11,630,092 across 2 Software - Application names. GWRE ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWRE |
Guidewire Software, Inc.
This page
|
55,208 | $6,793,344 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
12,887 | $4,836,748 |
All Filings in GWRE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,793,344 | 55,208 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,256,908 | 55,208 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,469,707 | 32,186 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,288,038 | 18,655 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,908,513 | 12,353 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||