Gavilan Investment Partners LLC: GUIDEWIRE SOFTWARE INC (GWRE): Quarterly 13F Position History
As of Q1 2026, Gavilan Investment Partners LLC reported 149,500 shares of GUIDEWIRE SOFTWARE INC (GWRE), worth $22.4M and representing 6.0% of its 13F equity book. Quarter-over-quarter share count change: + 34,500 (+30.0%) . The position first appeared in Q4 2022 and has been disclosed across 14 13F-HR filings in Pactolio's tracked window.
- 149,500Shares Held (Latest Filing)
- $22.4MReported Market Value (Latest Filing)
- 6.0%Portfolio Weight (% of 13F Equity Book)
- +34,500Quarter-over-Quarter Share Change
- -$756.9KQuarter-over-Quarter Value Change
- 259,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 14 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 149,500 | +34,500 | +30.0% | $22.4M | 6.0% | $149.6 |
| Q4 2025 | 115,000 | 0 | — | $23.1M | 5.6% | $201.0 |
| Q3 2025 | 115,000 | 0 | — | $26.4M | 5.9% | $229.9 |
| Q2 2025 | 115,000 | 22,500 | -16.4% | $27.1M | 6.5% | $235.4 |
| Q1 2025 | 137,500 | 24,000 | -14.9% | $25.8M | 7.2% | $187.4 |
| Q4 2024 | 161,500 | 0 | — | $27.2M | 7.6% | $168.6 |
| Q3 2024 | 161,500 | 97,500 | -37.6% | $29.5M | 8.5% | $182.9 |
| Q2 2024 | 259,000 | 0 | — | $35.7M | 11.3% | $137.9 |
| Q1 2024 | 259,000 | 0 | — | $30.2M | 9.8% | $116.7 |
| Q4 2023 | 259,000 | 0 | — | $28.2M | 10.5% | $109.0 |
| Q3 2023 | 259,000 | +9,000 | +3.6% | $23.3M | 10.0% | $90.0 |
| Q2 2023 | 250,000 | +30,660 | +14.0% | $19.0M | 8.5% | $76.1 |
| Q1 2023 | 219,340 | +98,407 | +81.4% | $18.0M | 9.3% | $82.0 |
| Q4 2022 | 120,933 | — | — | $7.6M | 7.8% | $62.6 |
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 Gavilan Investment Partners LLC first disclose a GWRE position in 13F-HR filings?
Gavilan Investment Partners LLC first reported GUIDEWIRE SOFTWARE INC (GWRE) on its 13F-HR filing for the period ending 2022-12-31 (Q4 2022). The position has appeared on 14 reported quarters within Pactolio's tracked window.
What was Gavilan Investment Partners LLC's most recent quarter-over-quarter share-count change in GWRE?
Between Q4 2025 and Q1 2026, Gavilan Investment Partners LLC added 34,500 shares of GWRE (+30.0%), bringing the total reported position to 149,500 shares at a market value of $22.4M.
Does the implied price-per-share represent Gavilan Investment Partners LLC'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.