GWRE
Guidewire Software Inc
Guidewire Software Inc historical holders
total: 7
Oakcliff Capital Partners Guidewire Software Inc transactions over time
- Total transactions:
- 12
- New positions:
- 1
- Added:
- 6
- Reduced:
- 5
- Held since:
- 2020 Q4
- Held for:
- 22 quarters
- Latest activity:
- 2026 Q1
Bryan R. Lawrence has been an institutional investor in Guidewire Software Inc (GWRE) since 2020 Q4. According to 2026 Q1 report, Bryan R. Lawrence holds 144,183 shares with a market value of roughly $21.56M representing 9.51% of their equity portfolio. The fund/company first acquired GWRE in 2020 Q4, initially purchasing 96,025 shares. Since the initial investment, Oakcliff Capital Partners has made 11 more transactions in this position.
Does Bryan R. Lawrence still hold GWRE?
Yes, Bryan R. Lawrence continues to hold Guidewire Software Inc (GWRE). According to their 2026 Q1 report, they maintain a position of 144,183 shares valued at approximately $21.56M, representing 9.51% of their equity portfolio.
When did Bryan R. Lawrence first invest in 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, acquiring 96,025 shares in their initial purchase.
What is Bryan R. Lawrence's average cost basis for GWRE?
Based on historical transaction data, Bryan R. Lawrence's estimated cost basis for Guidewire Software Inc (GWRE) is approximately $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
GWRE transactions history by Oakcliff Capital Partners
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.