← Super investors
GWRE
Guidewire Software Inc
2 super-investor ownerscombined $30Mlargest position 9.5%
1 ADD
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 1
Peak: 4
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bryan Lawrence | 9.5% | 22q | $22M | 144,183 |
| 2 | Joel Greenblatt | <0.1% | 38q | $8M | 54,108 |
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bryan Lawrence | ADD | 9.5% | +73% | $22M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 40171V100. Not investment advice.