Smith Group Asset Management, LLC GWRE — GUIDEWIRE SOFTWARE INC

Ownership history in Smith Group Asset Management, LLC  ·  5 quarters on record

AI Ownership Summary

Smith Group Asset Management, LLC reported GUIDEWIRE SOFTWARE INC (GWRE) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.06% in 2025 Q2. The latest visible filing shows GWRE at 0.05% 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 Smith Group Asset 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 Q3

GWRE was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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 Smith Group Asset Management, LLC fund profile Smith Group Asset Management, LLC full holdings
How Smith Group Asset 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 3,710 — 0% 0.05% $853K 2025-11-13 $218.26
2025 Q2 REDUCED — — — 3,710 -90 -2.4% 0.06% $874K 2025-07-31 $226.22
2025 Q1 ADDED — — — 3,800 +1,090 +40.2% 0.05% $712K 2025-04-28 $199.57
2024 Q4 REDUCED 18.6% +11.1% ❌ 2,710 -620 -18.6% 0.03% $457K 2025-01-23 $204.60
2024 Q3 INITIATED — — — 3,330 — — 0.05% $609K 2024-10-25 $187.11

🏢 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 Smith Group Asset 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 Smith Group Asset Management, LLC reported owning GWRE?

Smith Group Asset Management, LLC reported GWRE across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported GWRE position in Smith Group Asset Management, LLC's portfolio?

The largest reported portfolio weight for GWRE was 0.06% in 2025 Q2.

What is the latest reported GWRE position on this page?

The most recent filing on this page is 2025 Q3, when Smith Group Asset Management, LLC reported 3,710 shares, equal to 0.05% of portfolio, with an estimated market value of $853K.

What does the chart on this GWRE ownership page compare?

The chart compares Smith Group Asset 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 Smith Group Asset Management, LLC time their GWRE position?

Based on 13F filing dates vs. subsequent GWRE price moves, Smith Group Asset Management, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on GWRE relative to SPY over the holding period was -1.2%.

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