Form 13-F position report

GUIDEWIRE SOFTWARE INC

Reported by Jarislowsky Fraser Ltd

Company profile Manager portfolio Source filing
GWRE CUSIP 40171V100 Manager CIK 0001123778
Latest reported change

Reported 800,544 shares, down 45,849 (5.4%) from the prior quarter.

Reported value 11.7%; share count -5.4% vs. the prior quarter.

Reduced
% of reported 13F value 0.67% This manager · Q2 2024
Shares 800,544 Quarter-end amount reported
Reported value $110,387,012 Fair value at quarter end
Consecutive quarters held 14 Through Q2 2024

Reported position value by 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.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

19 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
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
Institutional context

Who else reported the position

490 managers reported GUIDEWIRE SOFTWARE INC for Q2 2024.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 8,339,815 +204,863 0.02% $1,149,977,090 45 qtrs
BAMCO INC NY Reduced 6,125,291 -90,451 2.42% $844,616,376 45 qtrs
BlackRock Inc Added 4,529,334 +147,833 0.01% $624,549,864 45 qtrs
Stockbridge Partners LLC Added 3,855,646 +396,548 10.99% $531,655,027 26 qtrs
Darsana Capital Partners LP Unchanged 3,250,000 0 12.25% $448,142,500 17 qtrs
Route One Investment Company L P Unchanged 2,865,580 0 13.69% $395,134,826 18 qtrs
MASSACHUSETTS FINANCIAL SERVICES CO MA Added 2,747,349 +516,942 0.12% $378,831,953 3 qtrs
WASATCH ADVISORS INC Reduced 2,686,414 -188,344 1.98% $370,429,626 29 qtrs
Linonia Partnership LP Added 2,395,601 +185,077 26.2% $330,329,422 3 qtrs
Invesco Ltd Added 2,081,676 +68,312 0.06% $287,042,273 45 qtrs
A free account expands this comparison to 25 managers. Create free account
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2024
Filed
August 12, 2024
Filing type
13F-HR
Position type
Common Stock

Voting authority reported

Sole
800,544
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.