Elevated Expectations Weigh on Guidewire (GWRE)
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter can be downloaded here...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | BAMCO Inc. Ron Baron | 8,994,456 | $1,106,767,811 | +37% | 1.66% |
| 2. | Linonia Partnership Philip Uhde | 6,933,483 | $853,165,083 | -10% | 15.24% |
| 3. | Darsana Capital Partners Anand Desai | 3,804,000 | $468,082,200 | -5% | 2.1% |
| 4. | Route One Investment Company William Duhamel | 1,849,364 | $227,564,240 | 9.14% | |
| 5. | Stockbridge Partners Sharlyn C. Heslam | 759,827 | $93,496,712 | +457% | 1.97% |
| 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 |
|---|---|---|---|---|---|---|
| $152.52 | 1,200 | $183,024.00 | 277,266 | 2026-10-05 | Filing | |
| $142.65 | 1,200 | $171,180.00 | 278,466 | 2026-09-28 | Filing | |
| $144.98 | 1,381 | $200,217.38 | 44,558 | 2026-09-18 | Filing | |
| $144.47 | 11,814 | $1,706,783.94 | 45,939 | 2026-09-17 | Filing | |
| $144.47 | 1,905 | $275,218.78 | 12,233 | 2026-09-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,210 | $600,262 | 0% | |
| 2. | 4,129 | $588,713 | 0.02% | |
| 3. | 3,248 | $535,205 | 0.01% | |
| 4. | 1,322 | $188,491 | 0.02% | |
| 5. | 978 | $139,443 | 0.08% |