BROWN CAPITAL MANAGEMENT LLC GWRE — GUIDEWIRE SOFTWARE INC

Ownership history in BROWN CAPITAL MANAGEMENT LLC  ·  44 quarters on record

AI Ownership Summary

BROWN CAPITAL MANAGEMENT LLC reported GUIDEWIRE SOFTWARE INC (GWRE) in 44 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.14% in 2024 Q3. The latest visible filing shows GWRE at 3.03% 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 BROWN CAPITAL 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
2025 Q4

GWRE was reported at 3.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.14% 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
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.

GWRE stock page BROWN CAPITAL MANAGEMENT LLC fund profile BROWN CAPITAL MANAGEMENT LLC full holdings
How BROWN CAPITAL 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)
2025 Q4 REDUCED 55.7% -25.6% ✅ 183,624 -230,635 -55.7% 3.03% $36.9M 2026-02-14 (Est.) $127.03
2025 Q3 REDUCED 36.2% -11.4% ✅ 414,259 -234,852 -36.2% 3.92% $95.2M 2025-11-04 $222.78
2025 Q2 REDUCED 15.6% -1.6% ✅ 649,111 -120,267 -15.6% 4.45% $152.8M 2025-08-13 $209.01
2025 Q1 REDUCED 25.6% +25.7% ❌ 769,378 -264,727 -25.6% 4.34% $144.2M 2025-05-15 $215.17
2024 Q4 REDUCED 20.8% +11.1% ❌ 1,034,105 -272,312 -20.8% 4.04% $174.3M 2025-02-14 $212.15
2024 Q3 REDUCED 27.7% -7.7% ✅ 1,306,417 -500,677 -27.7% 5.14% $239.0M 2024-11-12 $195.55
2024 Q2 REDUCED 13.1% +32.7% ❌ 1,807,094 -273,459 -13.1% 5.03% $249.2M 2024-08-12 $145.80
2024 Q1 REDUCED 23.7% +19.1% ❌ 2,080,553 -646,498 -23.7% 4.30% $242.8M 2024-05-15 $123.75
2023 Q4 REDUCED 7.0% +6.4% ❌ 2,727,051 -206,055 -7.0% 4.46% $297.4M 2024-02-14 $118.55
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GWRE

As of 2026 Q1 — sorted by position size

Highlander Partners, L.P. 3Y 1.93% Stephens Investment Management Group LLC 3Y 7Y 1.08% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.84% Conestoga Capital Advisors, LLC 3Y 7Y 0.82% WASATCH ADVISORS LP 3Y 7Y 0.8% GDS Wealth Management 3Y 0.42% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.22% R Squared Ltd 0.2% ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3Y 0.16% Assenagon Asset Management S.A. 3Y 7Y 0.14%

FAQ About BROWN CAPITAL 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 BROWN CAPITAL MANAGEMENT LLC reported owning GWRE?

BROWN CAPITAL MANAGEMENT LLC reported GWRE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GWRE position in BROWN CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for GWRE was 5.14% in 2024 Q3.

What is the latest reported GWRE position on this page?

The most recent filing on this page is 2025 Q4, when BROWN CAPITAL MANAGEMENT LLC reported 183,624 shares, equal to 3.03% of portfolio, with an estimated market value of $36.9M.

What does the chart on this GWRE ownership page compare?

The chart compares BROWN CAPITAL 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 BROWN CAPITAL MANAGEMENT LLC time their GWRE position?

Based on 13F filing dates vs. subsequent GWRE price moves, BROWN CAPITAL MANAGEMENT LLC correctly timed 22 out of 42 reported position changes (52%). The annualised alpha on GWRE relative to SPY over the holding period was -3.7%.

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