Do You Believe in the Upside Potential of Guidewire (GWRE)?
Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Linonia Partnership Philip Uhde | 7,651,130 | $1,144,303,003 | +43% | 21.25% |
| 2. | BAMCO Inc. Ron Baron | 6,597,453 | $986,715,071 | +29% | 2.98% |
| 3. | Darsana Capital Partners Anand Desai | 4,000,000 | $598,240,000 | +60% | 12.74% |
| 4. | Route One Investment Company William Duhamel | 1,849,364 | $276,590,880 | +11% | 11.77% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 598,396 | $89,496,106 | +43% | 0.05% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $70.81 | 1,000 | $70,810.00 | 4,539 | 2022-06-16 | Filing | |
| $72.13 | 2,000 | $144,260.00 | 8,830 | 2022-06-15 | Filing | |
| $124.50 | 3,900 | $485,550.00 | 4,000 | 2020-12-18 | Filing | |
| $124.48 | 100 | $12,448.00 | 100 | 2020-12-18 | Filing | |
| $124.47 | 2,000 | $248,932.20 | 2,000 | 2020-12-18 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $138.51 | 1,200 | $166,212.00 | 209,206 | 2026-05-26 | Filing | |
| $128.19 | 1,200 | $153,828.00 | 210,406 | 2026-05-18 | Filing | |
| $136.38 | 1,200 | $163,656.00 | 211,606 | 2026-05-11 | Filing | |
| $141.91 | 1,200 | $170,292.00 | 212,806 | 2026-05-04 | Filing | |
| $138.09 | 1,200 | $165,708.00 | 214,006 | 2026-04-27 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,327,701 | $1,395,051,036 | 0.02% | |
| 2. | 4,594,571 | $687,164,039 | 0.03% | |
| 3. | 3,843,061 | $574,768,203 | 0.01% | |
| 4. | 2,995,337 | $452,161,782 | 0.15% | |
| 5. | 2,620,690 | $391,950,396 | 0.01% |