Bryan R. Lawrence
Oakcliff Capital Partners
Bryan R. Lawrence Guidewire Software Inc stake
total: 26
Oakcliff Capital Partners GWRE trades
- Total transactions:
- 12
- New positions:
- 1
- Added:
- 6
- Reduced:
- 5
- Held since:
- 2020 Q4
- Held for:
- 22 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Bryan R. Lawrence holds 144,183 Guidewire Software Inc (GWRE) shares with a market value of roughly $21.56M accounting for 9.51% of the overall portfolio. To date, the estimated cost basis is nearly $125.28 for "buy" trades and estimated average "sell" price is $127.96. Oakcliff Capital Partners first purchased GWRE in 2020 Q4, initially acquiring 96,025 shares. Since the initial investment in Guidewire Software Inc (GWRE), Oakcliff Capital Partners has made 11 more transactions.
When did Bryan R. Lawrence buy Guidewire Software Inc (GWRE)?
Bryan R. Lawrence first invested in Guidewire Software Inc (GWRE) in 2020 Q4 at the reported quarter-end price of $128.73 per share.
What's the cost basis of Oakcliff Capital Partners's GWRE stake?
The estimated cost basis for Guidewire Software Inc (GWRE) stake is around $125.28 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $125.28
- Weighted AVG sell price:
- $127.96
Bryan R. Lawrence's historical trades in Guidewire Software Inc
12 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
9.51%
|
144,183
|
$149.56
|
$21,564,009
|
+73.33% (+61,000)
|
+4.03%
|
|
2025 Q4
|
7.17%
|
83,183
|
$201.01
|
$16,720,615
|
+26.64% (+17,500)
|
+1.51%
|
|
2024 Q4
|
5.66%
|
65,683
|
$168.58
|
$11,072,840
|
-47.22% (-58,752)
|
-4.98%
|
|
2024 Q1
|
8.70%
|
124,435
|
$116.71
|
$14,522,809
|
-16.73% (-25,000)
|
-1.84%
|
|
2023 Q4
|
10.26%
|
149,435
|
$109.04
|
$16,294,392
|
-8.57% (-14,000)
|
-1.05%
|
|
2023 Q3
|
10.10%
|
163,435
|
$90.00
|
$14,709,150
|
-1.21% (-2,000)
|
-0.12%
|
|
2023 Q2
|
8.38%
|
165,435
|
$76.08
|
$12,586,000
|
-17.05% (-34,000)
|
-1.8%
|
|
2022 Q2
|
10.44%
|
199,435
|
$70.99
|
$14,158,000
|
+6.97% (+13,000)
|
+0.68%
|
|
2022 Q1
|
9.15%
|
186,435
|
$94.62
|
$17,640,000
|
+29.08% (+42,000)
|
+2.06%
|
|
2021 Q4
|
7.49%
|
144,435
|
$113.53
|
$16,398,000
|
+0.01% (+10)
|
+0%
|
|
2021 Q1
|
6.96%
|
$101.63
|
+50.40% (+48,400)
|
|||
|
2020 Q4
|
4.91%
|
$128.73
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.