Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  Guidewire Software, Inc. (GWRE)
← All GWRE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 3.01 $52.08–66.97 · VW $60.05i SEC
2022   Q3 277,612 3.01 Reduce 25.61% 1.04 $59.43–83.14 · VW $69.08i $17,095,000 SEC
2022   Q2 373,172 4.05 Reduce 0.77% 0.03 $69.61–96.18 · VW $80.07i $26,491,000 SEC
2022   Q1 376,070 4.40 $94.62 $35,584,000 SEC
2021   Q4 376,070 4.81 Reduce 4.98% 0.26 $107.17–128.98 · VW $117.35i $42,695,000 SEC
2021   Q3 395,800 5.13 $118.87 $47,049,000 SEC
2021   Q2 395,800 4.84 $112.72 $44,615,000 SEC
2021   Q1 395,800 4.99 $101.63 $40,225,000 SEC
2020   Q4 395,800 6.21 Reduce 40.10% 2.35 $93.94–129.76 · VW $113.47i $50,951,000 SEC
2020   Q3 660,800 5.85 Add 15.36% 0.78 $101.02–123.43 · VW $112.60i $68,902,000 SEC
2020   Q2 572,800 6.12 Add 53.65% 2.14 $71.64–114.57 · VW $97.70i $63,495,000 SEC
2020   Q1 372,800 3.29 Buy 3.29 $72.40–124.16 · VW $97.92i $29,567,000 SEC
Price snapshot:
Current price$140.31
52-week low$102.30
52-week high$272.60