SEC 13F Intelligence

Df Dent & Co Inc / GWRE

Df Dent & Co Inc’s Guidewire Software Inc Position

Does Df Dent & Co Inc own Guidewire Software Inc (GWRE)? Not currently — the last reported position was 1.82M shares worth $149M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$149M
Q1 2023
Shares
1.82M
% of Portfolio
+2.10%
Quarters Held
18
position exited

Position History GWRE

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $7MQ2 ’19: $8MQ3 ’19: $10MQ3 ’19Q4 ’19: $10MQ1 ’20: $9MQ2 ’20: $13MQ2 ’20Q3 ’20: $13MQ4 ’20: $97MQ1 ’21: $78MQ1 ’21Q2 ’21: $87MQ3 ’21: $98MQ4 ’21: $113MQ4 ’21Q1 ’22: $100MQ2 ’22: $99MQ3 ’22: $91MQ3 ’22Q4 ’22: $107MQ1 ’23: $149Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20231.82M$149M+2.10%
Q4 20221.72M$107M+1.61%
Q3 20221.48M$91M+1.41%
Q2 20221.40M$99M+1.40%
Q1 20221.06M$100M+1.15%
Q4 2021991.6K$113M+1.13%
Q3 2021823.9K$98M+1.00%
Q2 2021776.0K$87M+0.93%
Q1 2021764.2K$78M+0.90%
Q4 2020755.1K$97M+1.13%
Q3 2020120.9K$13M+0.17%
Q2 2020118.5K$13M+0.20%
Q1 2020112.0K$9M+0.17%
Q4 201993.6K$10M+0.17%
Q3 201992.4K$10M+0.17%
Q2 201974.9K$8M+0.14%
Q1 201972.6K$7M+0.14%
Q4 201816.7K$1M+0.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Df Dent & Co Inc’s full portfolio or all institutional holders of GWRE.