Hudson Way Capital Management LLC: GUIDEWIRE SOFTWARE INC (GWRE): Quarterly 13F Position History
As of Q1 2026, Hudson Way Capital Management LLC reported 415,635 shares of GUIDEWIRE SOFTWARE INC (GWRE), worth $62.2M and representing 5.9% of its 13F equity book. Quarter-over-quarter share count change: + 103,723 (+33.3%) . The position first appeared in Q3 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 415,635Shares Held (Latest Filing)
- $62.2MReported Market Value (Latest Filing)
- 5.9%Portfolio Weight (% of 13F Equity Book)
- +103,723Quarter-over-Quarter Share Change
- -$535.1KQuarter-over-Quarter Value Change
- 415,635Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 415,635 | +103,723 | +33.3% | $62.2M | 5.9% | $149.6 |
| Q4 2025 | 311,912 | +58,926 | +23.3% | $62.7M | 5.0% | $201.0 |
| Q3 2025 | 252,986 | +17,111 | +7.3% | $58.2M | 4.9% | $229.9 |
| Q2 2025 | 235,875 | 74,289 | -24.0% | $55.5M | 5.0% | $235.4 |
| Q1 2025 | 310,164 | 14,890 | -4.6% | $58.1M | 5.8% | $187.4 |
| Q4 2024 | 325,054 | +114,278 | +54.2% | $54.8M | 6.2% | $168.6 |
| Q3 2024 | 210,776 | — | — | $38.6M | 4.8% | $182.9 |
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 Hudson Way Capital Management LLC first disclose a GWRE position in 13F-HR filings?
Hudson Way Capital Management LLC first reported GUIDEWIRE SOFTWARE INC (GWRE) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was Hudson Way Capital Management LLC's most recent quarter-over-quarter share-count change in GWRE?
Between Q4 2025 and Q1 2026, Hudson Way Capital Management LLC added 103,723 shares of GWRE (+33.3%), bringing the total reported position to 415,635 shares at a market value of $62.2M.
Does the implied price-per-share represent Hudson Way Capital Management 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.