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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
Q2 		$10.2M Buy
82,825
+1,377
+2% +$184K 1.07% 23
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

Other funds holding GWRE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Night Owl Capital Management's GWRE Position: Q2 2026 in Review

Night Owl Capital Management increased its Guidewire Software (GWRE) stake by 1.7% in Q2 2026, buying an estimated $184K and bringing the position to 82,825 shares worth $10.2M. The position accounts for 1.07% of the portfolio, ranked #23.

Night Owl Capital Management first reported a position in GWRE in Q1 2018 and has held it in 9 quarters since. The position peaked at $18.6M in Q2 2025. 547 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Night Owl Capital Management held 82,825 shares of Guidewire Software worth $10.2M as of Q2 2026.
  • Night Owl Capital Management bought 1,377 Guidewire Software shares in Q2 2026, an estimated $184K.
  • Guidewire Software made up 1.07% of Night Owl Capital Management's portfolio in Q2 2026, its #23 holding.
  • Night Owl Capital Management first reported a position in Guidewire Software in Q1 2018 and has held it in 9 quarters since.
  • Night Owl Capital Management's Guidewire Software position peaked at $18.6M in Q2 2025.
  • 547 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Night Owl Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.