Darsana Capital Partners LP: GUIDEWIRE SOFTWARE INC (GWRE): Quarterly 13F Position History
As of Q1 2026, Darsana Capital Partners LP reported 4,000,000 shares of GUIDEWIRE SOFTWARE INC (GWRE), worth $598.2M and representing 12.7% of its 13F equity book. Quarter-over-quarter share count change: + 1,500,000 (+60.0%) . The position first appeared in Q2 2020 and has been disclosed across 24 13F-HR filings in Pactolio's tracked window.
- 4,000,000Shares Held (Latest Filing)
- $598.2MReported Market Value (Latest Filing)
- 12.7%Portfolio Weight (% of 13F Equity Book)
- +1,500,000Quarter-over-Quarter Share Change
- +$95.7MQuarter-over-Quarter Value Change
- 4,000,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 24 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 4,000,000 | +1,500,000 | +60.0% | $598.2M | 12.7% | $149.6 |
| Q4 2025 | 2,500,000 | +500,000 | +25.0% | $502.5M | 10.0% | $201.0 |
| Q3 2025 | 2,000,000 | 0 | — | $459.7M | 10.8% | $229.9 |
| Q2 2025 | 2,000,000 | 300,000 | -13.0% | $470.9M | 13.4% | $235.4 |
| Q1 2025 | 2,300,000 | 0 | — | $430.9M | 12.5% | $187.4 |
| Q4 2024 | 2,300,000 | 0 | — | $387.7M | 11.8% | $168.6 |
| Q3 2024 | 2,300,000 | 950,000 | -29.2% | $420.8M | 10.4% | $182.9 |
| Q2 2024 | 3,250,000 | 0 | — | $448.1M | 12.2% | $137.9 |
| Q1 2024 | 3,250,000 | 250,000 | -7.1% | $379.3M | 12.2% | $116.7 |
| Q4 2023 | 3,500,000 | +1,000,000 | +40.0% | $381.6M | 13.6% | $109.0 |
| Q3 2023 | 2,500,000 | 0 | — | $225.0M | 11.0% | $90.0 |
| Q2 2023 | 2,500,000 | 0 | — | $190.2M | 12.3% | $76.1 |
| Q1 2023 | 2,500,000 | 0 | — | $205.1M | 13.8% | $82.0 |
| Q4 2022 | 2,500,000 | 0 | — | $156.4M | 10.4% | $62.6 |
| Q3 2022 | 2,500,000 | 0 | — | $153.9M | 7.9% | $61.6 |
| Q2 2022 | 2,500,000 | 0 | — | $177.5M | 9.6% | $71.0 |
| Q1 2022 | 2,500,000 | 0 | — | $236.6M | 12.0% | $94.6 |
| Q4 2021 | 2,500,000 | 0 | — | $283.8M | 13.1% | $113.5 |
| Q3 2021 | 2,500,000 | 0 | — | $297.2M | 9.8% | $118.9 |
| Q2 2021 | 2,500,000 | 0 | — | $281.8M | 8.4% | $112.7 |
| Q1 2021 | 2,500,000 | +250,000 | +11.1% | $254.1M | 7.1% | $101.6 |
| Q4 2020 | 2,250,000 | +1,000,000 | +80.0% | $289.6M | 8.2% | $128.7 |
| Q3 2020 | 1,250,000 | +304,104 | +32.1% | $130.3M | 6.6% | $104.3 |
| Q2 2020 | 945,896 | — | — | $104.9M | 6.2% | $110.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Darsana Capital Partners LP first disclose a GWRE position in 13F-HR filings?
Darsana Capital Partners LP first reported GUIDEWIRE SOFTWARE INC (GWRE) on its 13F-HR filing for the period ending 2020-06-30 (Q2 2020). The position has appeared on 24 reported quarters within Pactolio's tracked window.
What was Darsana Capital Partners LP's most recent quarter-over-quarter share-count change in GWRE?
Between Q4 2025 and Q1 2026, Darsana Capital Partners LP added 1,500,000 shares of GWRE (+60.0%), bringing the total reported position to 4,000,000 shares at a market value of $598.2M.
Does the implied price-per-share represent Darsana Capital Partners LP's cost basis in GWRE?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.