SEC 13F Intelligence

Lead Edge Capital Management, LLC / GWRE

Lead Edge Capital Management, LLC’s Guidewire Software Inc Position

Does Lead Edge Capital Management, LLC own Guidewire Software Inc (GWRE)? Not currently — the last reported position was 179.8K shares worth $25M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$25M
Q2 2024
Shares
179.8K
% of Portfolio
+7.91%
Quarters Held
7
position exited

Position History GWRE

Reported value by quarter
Q4 ’22: $18MQ4 ’22Q1 ’23: $17MQ1 ’23Q2 ’23: $16MQ2 ’23Q3 ’23: $19MQ3 ’23Q4 ’23: $23MQ4 ’23Q1 ’24: $25MQ1 ’24Q2 ’24: $25MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024179.8K$25M+7.91%
Q1 2024212.8K$25M+7.63%
Q4 2023212.8K$23M+6.20%
Q3 2023212.8K$19M+6.80%
Q2 2023212.8K$16M+4.98%
Q1 2023212.8K$17M+5.48%
Q4 2022282.8K$18M+6.12%

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