GWRE GUIDEWIRE SOFTWARE INC

Ownership history in Anabranch Capital Management, LP  ·  21 quarters on record

AI Ownership Summary

Anabranch Capital Management, LP reported GUIDEWIRE SOFTWARE INC (GWRE) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 26.22% in 2023 Q4. The latest visible filing shows GWRE at 16.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GWRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Anabranch Capital Management, LP's position in GUIDEWIRE SOFTWARE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GWRE was reported at 16.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
26.22% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Anabranch Capital Management, LP held GWRE — position size vs. price
% of Fund (quarterly)    GWRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 124,645 +91,552 +276.7% 16.84% $25.1M 2026-02-14 (Est.) $127.03
2025 Q3 UNCHANGED 33,093 0% 4.79% $7.6M 2025-11-14 $222.51
2025 Q2 REDUCED 33,093 -46,928 -58.6% 4.65% $7.8M 2025-08-14 $208.89
2025 Q1 REDUCED 80,021 -92,877 -53.7% 9.70% $15.0M 2025-05-15 $215.17
2024 Q4 UNCHANGED 172,898 0% 17.44% $29.1M 2025-02-14 $212.15
2024 Q3 REDUCED 172,898 -115,269 -40.0% 18.56% $31.6M 2024-11-14 $195.26
2024 Q2 REDUCED 288,167 -43,401 -13.1% 23.66% $39.7M 2024-08-14 $146.28
2024 Q1 REDUCED 331,568 -46,466 -12.3% 22.56% $38.7M 2024-05-15 $123.75
2023 Q4 UNCHANGED 378,034 0% 26.22% $41.2M 2024-02-14 $118.55
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Anabranch Capital Management, LP and GWRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Anabranch Capital Management, LP reported owning GWRE?

Anabranch Capital Management, LP reported GWRE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GWRE position in Anabranch Capital Management, LP's portfolio?

The largest reported portfolio weight for GWRE was 26.22% in 2023 Q4.

What is the latest reported GWRE position on this page?

The most recent filing on this page is 2025 Q4, when Anabranch Capital Management, LP reported 124,645 shares, equal to 16.84% of portfolio, with an estimated market value of $25.1M.

What does the chart on this GWRE ownership page compare?

The chart compares Anabranch Capital Management, LP's quarterly GWRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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