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. | 275,000 | $275,660 | 0% | ||
| 2. | Bayforest Capital Theodoros Tsagaris | 658 | $98,410 | +23% | 0.11% |
| 3. | Leucadia National Ian Cumming And Joseph Steinberg | 0 | $0 | 0% | |
| 4. | Prescott Group Capital Management Phil Frohlich | 0 | $0 | 0% | |
| 5. | Navellier & Associates Louis Navellier | 0 | $0 | 0% |
| 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 |
|---|---|---|---|---|---|---|
| $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 | |
| $139.75 | 1,200 | $167,700.00 | 215,206 | 2026-04-20 | Filing | |
| $118.77 | 1,200 | $142,524.00 | 216,406 | 2026-04-13 | Filing | |
| $151.14 | 1,200 | $181,368.00 | 217,606 | 2026-04-06 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,594,571 | $687,164,039 | 0.04% | |
| 2. | 3,843,061 | $574,768,203 | 0.01% | |
| 3. | 1,180,334 | $176,536,843 | 0.09% | |
| 4. | 975,296 | $145,865,292 | 0.42% | |
| 5. | 801,489 | $119,870,695 | 0.8% |