Better-Than-Expected Earnings Report Lifted Guidewire Software (GWRE) in Q1
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Linonia Partnership Philip Uhde | 3,396,310 | $636,332,642 | +42% | 25.01% |
2. | Darsana Capital Partners Anand Desai | 2,300,000 | $430,928,000 | 12.52% | |
3. | Route One Investment Company William Duhamel | 2,051,430 | $384,355,925 | -9% | 16.02% |
4. | Stockbridge Partners Sharlyn C. Heslam | 1,751,068 | $328,080,100 | -35% | 7.26% |
5. | AQR Capital Management Cliff Asness | 1,001,613 | $182,613,991 | +7% | 0.19% |
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 |
---|---|---|---|---|---|---|
$248.94 | 5,925 | $1,474,957.65 | 238,668 | 2025-06-17 | Filing | |
$254.53 | 1,400 | $356,342.00 | 244,593 | 2025-06-16 | Filing | |
$248.94 | 1,230 | $306,194.23 | 39,923 | 2025-06-17 | Filing | |
$248.94 | 7,141 | $1,777,666.97 | 149,489 | 2025-06-17 | Filing | |
$250.19 | 372 | $93,071.31 | 64,961 | 2025-06-18 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 10,574,306 | $1,981,201,962 | 0.04% | |
2. | 8,711,604 | $1,632,206,126 | 0.03% | |
3. | 5,667,682 | $1,061,896,900 | 3.12% | |
4. | 5,157,195 | $966,252,056 | 0.32% | |
5. | 2,556,651 | $479,014,131 | 0.02% |