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GWRE —
GUIDEWIRE SOFTWARE INC
CUSIP: 40171V100 · Held by 4 superinvestors · Combined value: $117,451,148
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.0% | $74,023,942 | 368,260 | ADD | +58,890 |
| 2 | Jim Simons | 0.0% | $22,895,039 | 113,900 | REDUCE | -29,200 |
| 3 | Bryan Lawrence | 7.2% | $16,720,615 | 83,183 | ADD | +17,500 |
| 4 | Ray Dalio | 0.0% | $3,811,552 | 18,962 | REDUCE | -15,413 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bryan Lawrence | ADD | +17,500 | +26.6% |
| Ken Griffin | ADD | +58,890 | +19.0% |
| Jim Simons | REDUCE | -29,200 | -20.4% |
| Ray Dalio | REDUCE | -15,413 | -44.8% |
| Polen Capital | SOLD | -902 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | NEW BUY | +143,100 | New |
| Polen Capital | NEW BUY | +902 | New |
| Ray Dalio | NEW BUY | +34,375 | New |
| Ken Griffin | ADD | +40,258 | +15.0% |
Who Owns GWRE? Superinvestor Holdings
GUIDEWIRE SOFTWARE INC is held by 4 tracked superinvestors, with a combined position value of $117 million . The largest positions are held by Ken Griffin (0.0% of portfolio), Jim Simons (0.0% of portfolio), Bryan Lawrence (7.2% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 2 reduced or exited.