GWRE

Guidewire Software Inc

2 super-investor ownerscombined $30Mlargest position 9.5%

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2 super-investors hold GWRE worth a combined $30M. The largest position: Bryan Lawrence at 9.5% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 60 — ranked #20 of 724 scored stocks.

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Why super-investors own GWRE

Bryan Lawrence carries most of the weight here, holding GWRE at 9.5% of his portfolio — a $22M position that he added to in 2026Q1, signaling continued high conviction. Joel Greenblatt holds a smaller $8M slice at a negligible portfolio weight. The cohort is thin at just two holders, though notably the count ticked up from one to two in recent quarters and has since stabilized. Lawrence's willingness to add at current levels is the dominant signal; no one trimmed or exited this quarter. Overall, super-investor interest in GWRE is narrow but not fading — it remains a concentrated, idiosyncratic bet for Lawrence rather than a consensus holding across the broader cohort.

AI-synthesized from 13F filings. Not investment advice.