Route One Investment Company, L.P.: GUIDEWIRE SOFTWARE INC (GWRE): Quarterly 13F Position History
As of Q1 2026, Route One Investment Company, L.P. reported 1,849,364 shares of GUIDEWIRE SOFTWARE INC (GWRE), worth $276.6M and representing 12.1% of its 13F equity book. Quarter-over-quarter share count change: + 178,950 (+10.7%) . The position first appeared in Q1 2020 and has been disclosed across 25 13F-HR filings in Pactolio's tracked window.
- 1,849,364Shares Held (Latest Filing)
- $276.6MReported Market Value (Latest Filing)
- 12.1%Portfolio Weight (% of 13F Equity Book)
- +178,950Quarter-over-Quarter Share Change
- -$59.2MQuarter-over-Quarter Value Change
- 2,865,580Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 25 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,849,364 | +178,950 | +10.7% | $276.6M | 12.1% | $149.6 |
| Q4 2025 | 1,670,414 | 147,595 | -8.1% | $335.8M | 14.0% | $201.0 |
| Q3 2025 | 1,818,009 | 0 | — | $417.9M | 16.7% | $229.9 |
| Q2 2025 | 1,818,009 | 233,421 | -11.4% | $428.1M | 18.7% | $235.4 |
| Q1 2025 | 2,051,430 | 200,000 | -8.9% | $384.4M | 16.0% | $187.4 |
| Q4 2024 | 2,251,430 | 614,150 | -21.4% | $379.5M | 14.8% | $168.6 |
| Q3 2024 | 2,865,580 | 0 | — | $524.2M | 18.9% | $182.9 |
| Q2 2024 | 2,865,580 | 0 | — | $395.1M | 15.0% | $137.9 |
| Q1 2024 | 2,865,580 | 0 | — | $334.4M | 13.2% | $116.7 |
| Q4 2023 | 2,865,580 | 0 | — | $312.5M | 11.5% | $109.0 |
| Q3 2023 | 2,865,580 | 0 | — | $257.9M | 10.0% | $90.0 |
| Q2 2023 | 2,865,580 | +69,250 | +2.5% | $218.0M | 8.7% | $76.1 |
| Q1 2023 | 2,796,330 | 0 | — | $229.4M | 9.1% | $82.0 |
| Q4 2022 | 2,796,330 | +36,700 | +1.3% | $174.9M | 7.9% | $62.6 |
| Q3 2022 | 2,759,630 | +255,300 | +10.2% | $169.9M | 6.4% | $61.6 |
| Q2 2022 | 2,504,330 | +258,600 | +11.5% | $177.8M | 6.4% | $71.0 |
| Q1 2022 | 2,245,730 | +286,750 | +14.6% | $212.5M | 6.6% | $94.6 |
| Q4 2021 | 1,958,980 | +222,882 | +12.8% | $222.4M | 6.0% | $113.5 |
| Q3 2021 | 1,736,098 | +63,750 | +3.8% | $206.4M | 5.3% | $118.9 |
| Q2 2021 | 1,672,348 | +220,050 | +15.2% | $188.5M | 4.6% | $112.7 |
| Q1 2021 | 1,452,298 | +79,500 | +5.8% | $147.6M | 4.0% | $101.6 |
| Q4 2020 | 1,372,798 | +459,500 | +50.3% | $176.7M | 5.0% | $128.7 |
| Q3 2020 | 913,298 | +249,000 | +37.5% | $95.2M | 2.7% | $104.3 |
| Q2 2020 | 664,298 | 0 | — | $73.6M | 2.1% | $110.8 |
| Q1 2020 | 664,298 | — | — | $52.7M | 1.7% | $79.3 |
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 Route One Investment Company, L.P. first disclose a GWRE position in 13F-HR filings?
Route One Investment Company, L.P. first reported GUIDEWIRE SOFTWARE INC (GWRE) on its 13F-HR filing for the period ending 2020-03-31 (Q1 2020). The position has appeared on 25 reported quarters within Pactolio's tracked window.
What was Route One Investment Company, L.P.'s most recent quarter-over-quarter share-count change in GWRE?
Between Q4 2025 and Q1 2026, Route One Investment Company, L.P. added 178,950 shares of GWRE (+10.7%), bringing the total reported position to 1,849,364 shares at a market value of $276.6M.
Does the implied price-per-share represent Route One Investment Company, L.P.'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.