Baron Wealth Management LLC GWRE — GUIDEWIRE SOFTWARE INC

Ownership history in Baron Wealth Management LLC  ·  9 quarters on record

AI Ownership Summary

Baron Wealth Management LLC reported GUIDEWIRE SOFTWARE INC (GWRE) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.16% in 2024 Q3. The latest visible filing shows GWRE at 0.06% 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.

What this GWRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baron Wealth Management LLC'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
2026 Q1

GWRE was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

GWRE stock page Baron Wealth Management LLC fund profile Baron Wealth Management LLC full holdings
How Baron Wealth Management LLC 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,436 -139 -8.8% 0.06% $215K 2026-04-16 $139.11
2025 Q4 REDUCED — — — 1,575 -3 -0.2% 0.10% $317K 2026-01-14 $170.85
2025 Q3 REDUCED — — — 1,578 -22 -1.4% 0.12% $363K 2025-10-20 $253.97
2025 Q2 REDUCED 10.3% -1.6% ✅ 1,600 -184 -10.3% 0.13% $377K 2025-07-09 $231.25
2025 Q1 UNCHANGED — — — 1,784 — 0% 0.15% $334K 2025-05-14 $214.75
2024 Q4 UNCHANGED — — — 1,784 — 0% 0.14% $301K 2025-01-23 $204.60
2024 Q3 REDUCED — — — 1,784 -2 -0.1% 0.16% $326K 2024-11-07 $195.08
2024 Q2 REDUCED — — — 1,786 -10 -0.6% 0.13% $246K 2024-08-13 $146.67
2024 Q1 INITIATED — — — 1,796 — — 0.11% $210K 2024-05-08 $116.09

🏢 Other funds also holding GWRE

As of 2026 Q1 — sorted by position size

Highlander Partners, L.P. 3Y 1.93% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.84% Conestoga Capital Advisors, LLC 3Y 7Y 0.82% WASATCH ADVISORS LP 3Y 7Y 0.8% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.22% Assenagon Asset Management S.A. 3Y 7Y 0.14% Bayforest Capital Ltd 0.11% Somerset Trust Co 3Y 7Y 0.1% Inscription Capital, LLC 3Y 0.09% OPPENHEIMER ASSET MANAGEMENT INC. 3Y 7Y 0.08%

FAQ About Baron Wealth Management LLC and GWRE

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

How long has Baron Wealth Management LLC reported owning GWRE?

Baron Wealth Management LLC reported GWRE across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported GWRE position in Baron Wealth Management LLC's portfolio?

The largest reported portfolio weight for GWRE was 0.16% in 2024 Q3.

What is the latest reported GWRE position on this page?

The most recent filing on this page is 2026 Q1, when Baron Wealth Management LLC reported 1,436 shares, equal to 0.06% of portfolio, with an estimated market value of $215K.

What does the chart on this GWRE ownership page compare?

The chart compares Baron Wealth Management LLC'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.

How well did Baron Wealth Management LLC time their GWRE position?

Based on 13F filing dates vs. subsequent GWRE price moves, Baron Wealth Management LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on GWRE relative to SPY over the holding period was +0.6%.

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