Linonia Partnership LP: GUIDEWIRE SOFTWARE (GWRE): Quarterly 13F Position History
As of Q2 2026, Linonia Partnership LP reported 6,933,483 shares of GUIDEWIRE SOFTWARE (GWRE), worth $853.2M and representing 15.2% of its 13F equity book. Quarter-over-quarter share count change: 717,647 (-9.4%) . The position first appeared in Q4 2023 and has been disclosed across 11 13F-HR filings in Pactolio's tracked window.
- 6,933,483Shares Held (Latest Filing)
- $853.2MReported Market Value (Latest Filing)
- 15.2%Portfolio Weight (% of 13F Equity Book)
- 717,647Quarter-over-Quarter Share Change
- -$291.1MQuarter-over-Quarter Value Change
- 7,651,130Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 6,933,483 | 717,647 | -9.4% | $853.2M | 15.2% | $123.0 |
| Q1 2026 | 7,651,130 | +2,288,402 | +42.7% | $1.1B | 21.3% | $149.6 |
| Q4 2025 | 5,362,728 | +1,050,577 | +24.4% | $1.1B | 24.4% | $201.0 |
| Q3 2025 | 4,312,151 | +915,841 | +27.0% | $991.2M | 26.0% | $229.9 |
| Q2 2025 | 3,396,310 | 0 | – | $799.7M | 26.1% | $235.4 |
| Q1 2025 | 3,396,310 | +1,000,709 | +41.8% | $636.3M | 25.0% | $187.4 |
| Q4 2024 | 2,395,601 | 0 | – | $403.9M | 21.2% | $168.6 |
| Q3 2024 | 2,395,601 | 0 | – | $438.3M | 26.6% | $182.9 |
| Q2 2024 | 2,395,601 | +185,077 | +8.4% | $330.3M | 26.2% | $137.9 |
| Q1 2024 | 2,210,524 | +468,366 | +26.9% | $258.0M | 23.4% | $116.7 |
| Q4 2023 | 1,742,158 | – | – | $190.0M | 25.1% | $109.0 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Linonia Partnership LP first disclose a GWRE position in 13F-HR filings?
Linonia Partnership LP first reported GUIDEWIRE SOFTWARE (GWRE) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.
What was Linonia Partnership LP's most recent quarter-over-quarter share-count change in GWRE?
Between Q1 2026 and Q2 2026, Linonia Partnership LP reduced its GWRE position by 717,647 shares (-9.4%), leaving 6,933,483 shares at a market value of $853.2M.
Does the implied price-per-share represent Linonia Partnership 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.