GWRE position history
The shares of Guidewire Software (GWRE) that Oakcliff Capital Partners, LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 144,425 shares, $17M, 7.6% of portfolio
- 2021 Q4: 144,435 shares, $16M, 7.5% of portfolio, Add 0.0%
- 2022 Q1: 186,435 shares, $18M, 9.1% of portfolio, Add +29.1%
- 2022 Q2: 199,435 shares, $14M, 10.4% of portfolio, Add +7.0%
- 2022 Q3: 199,435 shares, $12M, 10.3% of portfolio
- 2022 Q4: 199,435 shares, $12M, 9.3% of portfolio
- 2023 Q1: 199,435 shares, $16M, 11.4% of portfolio
- 2023 Q2: 165,435 shares, $13M, 8.4% of portfolio, Reduce −17.0%
- 2023 Q3: 163,435 shares, $15M, 10.1% of portfolio, Reduce −1.2%
- 2023 Q4: 149,435 shares, $16M, 10.3% of portfolio, Reduce −8.6%
- 2024 Q1: 124,435 shares, $15M, 8.7% of portfolio, Reduce −16.7%
- 2024 Q2: 124,435 shares, $17M, 9.2% of portfolio
- 2024 Q3: 124,435 shares, $23M, 11.4% of portfolio
- 2024 Q4: 65,683 shares, $11M, 5.7% of portfolio, Reduce −47.2%
- 2025 Q1: 65,683 shares, $12M, 6.5% of portfolio
- 2025 Q2: 65,683 shares, $15M, 7.7% of portfolio
- 2025 Q3: 65,683 shares, $15M, 6.5% of portfolio
- 2025 Q4: 83,183 shares, $17M, 7.2% of portfolio, Add +26.6%
- 2026 Q1: 144,183 shares, $22M, 9.5% of portfolio, Add +73.3%
- 2026 Q2: 158,683 shares, $20M, 7.3% of portfolio, Add +10.1%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|