SEC 13F Intelligence

Semanteon Capital Management, LP / GWRE

Semanteon Capital Management, LP’s Guidewire Software Inc Position

Does Semanteon Capital Management, LP own Guidewire Software Inc (GWRE)? Not currently — the last reported position was 5.8K shares worth $1M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q2 2025
Shares
5.8K
% of Portfolio
+2.04%
Quarters Held
3
position exited

Position History GWRE

Reported value by quarter
Q3 ’24: $1MQ3 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20255.8K$1M+2.04%
Q1 20257.7K$1M+0.78%
Q3 20246.8K$1M+0.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Semanteon Capital Management, LP’s full portfolio or all institutional holders of GWRE.