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

Night Owl Capital Management’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.2M Buy
81,448
+528
+0.7% +$80.3K 1.42% 22
2025
Q4 		$16.3M Buy
80,920
+1,324
+2% +$293K 1.78% 22
2025
Q3 		$18.3M Buy
79,596
+661
+0.8% +$150K 1.99% 21
2025
Q2 		$18.6M Buy
+78,935
New +$17M 2.15% 21
2019
Q1 		– Sell
-48,162
Closed -$3.86M – 31
2018
Q4 		$3.86M Sell
48,162
-3,234
-6% -$282K 1.65% 19
2018
Q3 		$5.19M Buy
51,396
+1,001
+2% +$96.2K 1.84% 20
2018
Q2 		$4.47M Buy
50,395
+251
+0.5% +$22.2K 1.64% 20
2018
Q1 		$4.05M Buy
+50,144
New +$4.04M 1.7% 20

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