GUIDEWIRE SOFTWARE INC

Ticker: GWRE CUSIP: 40171V100 Class: EQTY

Note: Option positions (PUT/CALL) are excluded.

New Positions (65)

Increased Positions (181)

Anabranch Capital Management, LP
Value ($000) $25,055 (+229.4%) Shares 124,645 (+276.7%)
Linonia Partnership LP
Value ($000) $1,077,962 (+8.8%) Shares 5,362,728 (+24.4%)
Greenstone Partners & Co., LLC
Value ($000) $37,379 (+29.1%) Shares 185,956 (+47.6%)
Stockbridge Partners LLC
Value ($000) $290,501 (+21.6%) Shares 1,445,206 (+39.0%)
Darsana Capital Partners LP
Value ($000) $502,525 (+9.3%) Shares 2,500,000 (+25.0%)
Teca Partners, LP
Value ($000) $25,359 (+3.9%) Shares 126,156 (+18.8%)
Oakcliff Capital Partners, LP
Value ($000) $16,721 (+10.7%) Shares 83,183 (+26.6%)
Hudson Way Capital Management LLC
Value ($000) $62,697 (+7.8%) Shares 311,912 (+23.3%)
MAKENA CAPITAL MANAGEMENT LLC
Value ($000) $28,004 (-11.6%) Shares 139,315 (+1.1%)
Sculptor Capital LP
Value ($000) $102,515 (+16.8%) Shares 510,000 (+33.5%)
Freestone Grove Partners LP
Value ($000) $50,367 (+242.7%) Shares 250,570 (+291.9%)
OCCUDO QUANTITATIVE STRATEGIES LP
Value ($000) $5,163 (+367.2%) Shares 25,686 (+434.2%)
Night Owl Capital Management, LLC
Value ($000) $16,266 (-11.1%) Shares 80,920 (+1.7%)
M.D. Sass, Inc.
Value ($000) $6,470 (+50.9%) Shares 32,186 (+72.5%)
Sone Capital Management, LLC
Value ($000) $3,937 (+269.5%) Shares 19,584 (+322.5%)
BUCKHEAD CAPITAL MANAGEMENT LLC
Value ($000) $4,867 (-11.1%) Shares 24,215 (+1.7%)
R Squared Ltd
Value ($000) $589 (+134.9%) Shares 2,931 (+168.7%)
TWO SIGMA INVESTMENTS, LP
Value ($000) $84,024 (+167.3%) Shares 418,009 (+205.7%)
Allspring Global Investments Holdings, LLC
Value ($000) $90,036 (+73.3%) Shares 479,859 (+112.6%)
Jain Global LLC
Value ($000) $22,565 (+436.4%) Shares 112,258 (+513.4%)

Decreased Positions (255)

Route One Investment Company, L.P.
Value ($000) $335,770 (-19.7%) Shares 1,670,414 (-8.1%)
BROWN CAPITAL MANAGEMENT LLC
Value ($000) $36,910 (-61.2%) Shares 183,624 (-55.7%)
RGM Capital, LLC
Value ($000) $73,920 (-29.7%) Shares 367,744 (-19.6%)
SurgoCap Partners LP
Value ($000) $144,641 (-16.1%) Shares 719,573 (-4.1%)
TWINBEECH CAPITAL LP
Value ($000) $455 (-97.9%) Shares 2,265 (-97.6%)
AMERICAN CAPITAL MANAGEMENT INC
Value ($000) $65,415 (-14.3%) Shares 325,432 (-2.0%)
Spence Asset Management
Value ($000) $16 (-13.7%) Shares 77,789 (-1.3%)
FRONTIER CAPITAL MANAGEMENT CO LLC
Value ($000) $24,033 (-62.9%) Shares 119,563 (-57.5%)
WASATCH ADVISORS LP
Value ($000) $124,937 (-30.7%) Shares 621,544 (-20.8%)
Stephens Investment Management Group LLC
Value ($000) $102,426 (-17.4%) Shares 509,558 (-5.6%)
OSTERWEIS CAPITAL MANAGEMENT INC
Value ($000) $7,567 (-48.9%) Shares 37,644 (-41.6%)
RIVERBRIDGE PARTNERS LLC
Value ($000) $50,026 (-23.2%) Shares 248,875 (-12.2%)
QUEST INVESTMENT MANAGEMENT LLC
Value ($000) $8,262 (-22.7%) Shares 41,101 (-11.6%)
Dynamic Technology Lab Private Ltd
Value ($000) $343 (-83.6%) Shares 1,706 (-81.3%)
GDS Wealth Management
Value ($000) $7,026 (-34.1%) Shares 34,954 (-24.6%)
Oak Thistle LLC
Value ($000) $1,918 (-45.7%) Shares 9,544 (-37.9%)
Trexquant Investment LP
Value ($000) $8,083 (-72.6%) Shares 40,210 (-68.7%)
Bayforest Capital Ltd
Value ($000) $108 (-81.0%) Shares 538 (-78.2%)
Machina Capital S.A.S.
Value ($000) $279 (-81.3%) Shares 1,390 (-78.6%)
CONGRESS ASSET MANAGEMENT CO /MA
Value ($000) $57,957 (-28.9%) Shares 288,327 (-18.7%)

Exited Positions (96)