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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.6M Buy
+78,935
New +$18.6M 2.15% 21
2019
Q1
Sell
-48,162
Closed -$3.86M 31
2018
Q4
$3.86M Sell
48,162
-3,234
-6% -$259K 1.65% 19
2018
Q3
$5.19M Buy
51,396
+1,001
+2% +$101K 1.84% 20
2018
Q2
$4.47M Buy
50,395
+251
+0.5% +$22.3K 1.64% 20
2018
Q1
$4.05M Buy
+50,144
New +$4.05M 1.7% 20