PARNASSUS INVESTMENTS, LLC GWRE — Guidewire Software Inc.

Ownership history in PARNASSUS INVESTMENTS, LLC  ·  28 quarters on record

AI Ownership Summary

PARNASSUS INVESTMENTS, LLC reported Guidewire Software Inc. (GWRE) in 28 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.43% in 2024 Q3. The latest visible filing shows GWRE at 0.20% 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 PARNASSUS INVESTMENTS, 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 Q2

GWRE was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% 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 Q2

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 PARNASSUS INVESTMENTS, LLC fund profile PARNASSUS INVESTMENTS, LLC full holdings
How PARNASSUS INVESTMENTS, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 594,883 +447,540 +303.7% 0.20% $73.2M 2026-07-29 $167.26
2026 Q1 ADDED — — — 147,343 +47,841 +48.1% 0.06% $22.0M 2026-05-12 $131.38
2025 Q4 REDUCED 55.8% -25.6% ✅ 99,502 -125,780 -55.8% 0.05% $20.0M 2026-02-12 $125.34
2025 Q3 REDUCED — — — 225,282 -5,909 -2.6% 0.12% $51.8M 2025-10-24 $250.54
2025 Q2 REDUCED 37.2% -1.6% ✅ 231,191 -136,934 -37.2% 0.13% $54.4M 2025-08-06 $225.57
2025 Q1 REDUCED 26.3% +25.7% ❌ 368,125 -131,486 -26.3% 0.17% $69.0M 2025-05-15 $215.17
2024 Q4 REDUCED 54.5% +11.1% ❌ 499,611 -597,814 -54.5% 0.19% $84.2M 2025-02-10 $218.12
2024 Q3 REDUCED 5.1% -7.7% ✅ 1,097,425 -58,911 -5.1% 0.43% $200.8M 2024-11-08 $194.93
2024 Q2 REDUCED — — — 1,156,336 -13,610 -1.2% 0.35% $159.4M 2024-08-06 $142.00
2024 Q1 ADDED — — — 1,169,946 +799,584 +215.9% 0.29% $136.5M 2024-05-09 $117.07
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GWRE

As of 2026 Q2 — sorted by position size

BROWN CAPITAL MANAGEMENT LLC 3Y 7Y 3.29% Exane Asset Management 3Y 7Y 1.54% Highlander Partners, L.P. 3Y 1.36% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.92% Stephens Investment Management Group LLC 3Y 7Y 0.78% WASATCH ADVISORS LP 3Y 7Y 0.7% Conestoga Capital Advisors, LLC 3Y 7Y 0.6% Sava Infond d.o.o. 0.2% Y-Intercept (Hong Kong) Ltd 3Y 0.16% Curated Wealth Partners LLC 3Y 0.16%

FAQ About PARNASSUS INVESTMENTS, 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 PARNASSUS INVESTMENTS, LLC reported owning GWRE?

PARNASSUS INVESTMENTS, LLC reported GWRE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported GWRE position in PARNASSUS INVESTMENTS, LLC's portfolio?

The largest reported portfolio weight for GWRE was 0.43% in 2024 Q3.

What is the latest reported GWRE position on this page?

The most recent filing on this page is 2026 Q2, when PARNASSUS INVESTMENTS, LLC reported 594,883 shares, equal to 0.20% of portfolio, with an estimated market value of $73.2M.

What does the chart on this GWRE ownership page compare?

The chart compares PARNASSUS INVESTMENTS, 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 PARNASSUS INVESTMENTS, LLC time their GWRE position?

Based on 13F filing dates vs. subsequent GWRE price moves, PARNASSUS INVESTMENTS, LLC correctly timed 13 out of 24 reported position changes (54%). The annualised alpha on GWRE relative to SPY over the holding period was -8.2%.

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