Bryan Lawrence - Oakcliff Capital Partners,
Holding/activity history for Guidewire Software Inc. (GWRE)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 144,183 | 9.51 | Add 73.33% | 4.02 | $149.56 | $21,564,009 | SEC |
| 2025 Q4 | 83,183 | 7.17 | Add 26.64% | 1.51 | $201.01 | $16,720,615 | SEC |
| 2025 Q3 | 65,683 | 6.52 | $229.86 | $15,097,894 | SEC | ||
| 2025 Q2 | 65,683 | 7.73 | $235.45 | $15,465,062 | SEC | ||
| 2025 Q1 | 65,683 | 6.48 | $187.36 | $12,306,367 | SEC | ||
| 2024 Q4 | 65,683 | 5.66 | Reduce 47.22% | 5.41 | $168.58 | $11,072,840 | SEC |
| 2024 Q3 | 124,435 | 11.45 | $182.94 | $22,764,139 | SEC | ||
| 2024 Q2 | 124,435 | 9.18 | $137.89 | $17,158,342 | SEC | ||
| 2024 Q1 | 124,435 | 8.70 | Reduce 16.73% | 1.72 | $116.71 | $14,522,809 | SEC |
| 2023 Q4 | 149,435 | 10.26 | Reduce 8.57% | 0.87 | $109.04 | $16,294,392 | SEC |
| 2023 Q3 | 163,435 | 10.10 | Reduce 1.21% | 0.10 | $90.00 | $14,709,150 | SEC |
| 2023 Q2 | 165,435 | 8.38 | Reduce 17.05% | 1.94 | $76.08 | $12,586,000 | SEC |
| 2023 Q1 | 199,435 | 11.40 | $82.05 | $16,364,000 | SEC | ||
| 2022 Q4 | 199,435 | 9.31 | $62.56 | $12,477,000 | SEC | ||
| 2022 Q3 | 199,435 | 10.32 | $61.58 | $12,281,000 | SEC | ||
| 2022 Q2 | 199,435 | 10.44 | Add 6.97% | 0.68 | $70.99 | $14,158,000 | SEC |
| 2022 Q1 | 186,435 | 9.15 | Add 29.08% | 2.06 | $94.62 | $17,640,000 | SEC |
| 2021 Q4 | 144,435 | 7.49 | Add 0.01% | <0.01 | $113.53 | $16,398,000 | SEC |
| 2021 Q3 | 144,425 | 7.60 | $118.87 | $17,168,000 | SEC | ||
| 2021 Q2 | 144,425 | 7.01 | $112.72 | $16,280,000 | SEC | ||
| 2021 Q1 | 144,425 | 6.96 | Add 50.40% | 2.33 | $101.63 | $14,678,000 | SEC |
| 2020 Q4 | 96,025 | 4.91 | Buy | 4.91 | $128.73 | $12,361,000 | SEC |