SEC 13F Intelligence

Triple Frond Partners LLC / GWRE

Triple Frond Partners LLC’s Guidewire Software Inc Position

Does Triple Frond Partners LLC own Guidewire Software Inc (GWRE)? Not currently — the last reported position was 277.6K shares worth $17M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$17M
Q3 2022
Shares
277.6K
% of Portfolio
+3.01%
Quarters Held
11
position exited

Position History GWRE

Reported value by quarter
Q1 ’20: $30MQ1 ’20Q2 ’20: $63MQ3 ’20: $69MQ3 ’20Q4 ’20: $51MQ1 ’21: $40MQ1 ’21Q2 ’21: $45MQ3 ’21: $47MQ3 ’21Q4 ’21: $43MQ1 ’22: $36MQ1 ’22Q2 ’22: $26MQ3 ’22: $17MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022277.6K$17M+3.01%
Q2 2022373.2K$26M+4.05%
Q1 2022376.1K$36M+4.40%
Q4 2021376.1K$43M+4.81%
Q3 2021395.8K$47M+5.13%
Q2 2021395.8K$45M+4.84%
Q1 2021395.8K$40M+4.99%
Q4 2020395.8K$51M+6.21%
Q3 2020660.8K$69M+5.85%
Q2 2020572.8K$63M+6.12%
Q1 2020372.8K$30M+3.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triple Frond Partners LLC’s full portfolio or all institutional holders of GWRE.