Reported 864,172 shares, down 88,860 (9.3%) from the prior quarter.
Reported value 9.9%; share count -9.3% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-03-31 | 28707000 |
| 2021-06-30 | 98342000 |
| 2021-09-30 | 116967000 |
| 2021-12-31 | 117396000 |
| 2022-03-31 | 130239000 |
| 2022-06-30 | 100868000 |
| 2022-09-30 | 88501000 |
| 2022-12-31 | 96473713 |
| 2023-03-31 | 129544232 |
| 2023-06-30 | 75737183 |
| 2023-09-30 | 85772880 |
| 2023-12-31 | 94229314 |
| 2024-03-31 | 98782527 |
| 2024-06-30 | 110387012 |
| 2024-09-30 | 117037328 |
| 2024-12-31 | 88400317 |
| 2025-03-31 | 84604281 |
| 2025-06-30 | 104829874 |
| 2025-09-30 | 101131963 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2025 | Reduced | 439,972 | -5,260 (-1.2%) | 0.56% | $101,131,963 | 2025-10-21 | |
| Q2 2025 | Reduced | 445,232 | -6,328 (-1.4%) | 0.6% | $104,829,874 | 2025-07-15 | |
| Q1 2025 | Reduced | 451,560 | -83,055 (-15.5%) | 0.53% | $84,604,281 | 2025-05-12 | |
| Q4 2024 | Reduced | 534,615 | -105,143 (-16.4%) | 0.52% | $88,400,317 | 2025-02-14 | |
| Q3 2024 | Reduced | 639,758 | -160,786 (-20.1%) | 0.65% | $117,037,328 | 2024-11-13 | |
| Q2 2024 | Reduced | 800,544 | -45,849 (-5.4%) | 0.67% | $110,387,012 | 2024-08-12 | |
| Q1 2024 | Reduced | 846,393 | -17,779 (-2.1%) | 0.57% | $98,782,527 | 2024-05-13 | |
| Q4 2023 | Reduced | 864,172 | -88,860 (-9.3%) | 0.55% | $94,229,314 | 2024-02-12 | |
| Q3 2023 | Reduced | 953,032 | -42,462 (-4.3%) | 0.56% | $85,772,880 | 2023-11-06 | |
| Q2 2023 | Reduced | 995,494 | -583,351 (-36.9%) | 0.45% | $75,737,183 | 2023-07-19 | |
| Q1 2023 | Added | 1,578,845 | +36,746 (2.4%) | 0.8% | $129,544,232 | 2023-05-11 | |
| Q4 2022 | Added | 1,542,099 | +104,918 (7.3%) | 0.63% | $96,473,713 | 2023-02-10 | |
| Q3 2022 | Added | 1,437,181 | +16,300 (1.1%) | 0.61% | $88,501,000 | 2022-11-07 | |
| Q2 2022 | Added | 1,420,881 | +44,434 (3.2%) | 0.64% | $100,868,000 | 2022-07-27 | |
| Q1 2022 | Added | 1,376,447 | +342,391 (33.1%) | 0.69% | $130,239,000 | 2022-05-12 | |
| Q4 2021 | Added | 1,034,056 | +50,061 (5.1%) | 0.55% | $117,396,000 | 2022-02-10 | |
| Q3 2021 | Added | 983,995 | +111,548 (12.8%) | 0.57% | $116,967,000 | 2021-11-12 | |
| Q2 2021 | Added | 872,447 | +589,974 (208.9%) | 0.46% | $98,342,000 | 2021-08-09 | |
| Q1 2021 | New | 282,473 | +282,473 (0.0%) | 0.14% | $28,707,000 | 2021-05-13 |
Who else reported the position
423 managers reported GUIDEWIRE SOFTWARE INC for Q4 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | Added | 8,067,513 | +22,049 | 0.02% | $879,681,618 | 43 qtrs |
| BAMCO INC NY | Added | 6,361,042 | +122,160 | 1.85% | $693,608,020 | 43 qtrs |
| BlackRock Inc | Added | 4,171,352 | +17,401 | 0.01% | $454,844,222 | 43 qtrs |
| Darsana Capital Partners LP | Added | 3,500,000 | +1,000,000 | 13.62% | $381,640,000 | 15 qtrs |
| Stockbridge Partners LLC | Reduced | 3,176,527 | -844,354 | 7.4% | $346,368,504 | 24 qtrs |
| Route One Investment Company L P | Unchanged | 2,865,580 | 0 | 6.32% | $312,462,843 | 16 qtrs |
| WASATCH ADVISORS INC | Reduced | 2,759,158 | -113,955 | 1.66% | $300,858,588 | 27 qtrs |
| BROWN CAPITAL MANAGEMENT LLC | Reduced | 2,727,051 | -206,055 | 4.46% | $297,357,641 | 36 qtrs |
| WILLIAM BLAIR INVESTMENT MANAGEMENT LLC | Reduced | 2,315,969 | -34,854 | 0.73% | $252,533,260 | 34 qtrs |
| Invesco Ltd | Added | 2,095,464 | +252,900 | 0.05% | $228,489,395 | 43 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2023
- Filed
- February 12, 2024
- Filing type
- 13F-HR
- Position type
- Common Stock
Voting authority reported
- Sole
- 864,172
- Shared
- 0
- None
- 0
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.