Guidewire Software (GWRE) Remains Well Positioned Despite AI Concerns
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Walleye Capital Will England | 91,142 | $11,215,023 | +782% | 0.04% |
| 2. | Motley Fool Asset Management Bryan Hinmon | 36,085 | $4,440,259 | +19% | 0.17% |
| 3. | 11,900 | $1,464,295 | +11800% | 0.01% | |
| 4. | 3,500 | $430,675 | +106% | 0% | |
| 5. | Bayforest Capital Theodoros Tsagaris | 27 | $3,322 | -96% | 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 |
|---|---|---|---|---|---|---|
| $155.92 | 1,200 | $187,104.00 | 191,376 | 2026-08-03 | Filing | |
| $142.31 | 1,200 | $170,772.00 | 192,576 | 2026-07-27 | Filing | |
| $147.42 | 1,200 | $176,904.00 | 193,776 | 2026-07-20 | Filing | |
| $138.47 | 1,200 | $166,164.00 | 194,976 | 2026-07-13 | Filing | |
| $130.64 | 1,684 | $219,997.76 | 30,018 | 2026-07-09 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,028,908 | $249,648,807 | 0.08% | |
| 2. | 1,249,192 | $153,717,020 | 0.08% | |
| 3. | 867,117 | $106,698,747 | 0.7% | |
| 4. | 594,883 | $73,200,353 | 0.2% | |
| 5. | 593,454 | $73,024,515 | 0.78% |