Night Owl Capital Management’s Guidewire Software GWRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$18.3M Buy
2025
Q2
$18.6M Buy
2019
Q1
Sell
2018
Q4
$3.86M Sell
2018
Q3
$5.19M Buy
2018
Q2
$4.47M Buy
2018
Q1
$4.05M Buy