← Top Holdings
GWREGUIDEWIRE SOFTWARE INC
CUSIP: 40171V100
2
Guru Owners
$20.5M
Total Value Held
102,145
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Oakcliff Capital Partners | 83183 | $16.7M | 7.17% | $201.01 | Q4 2025 | |
| Bridgewater Associates | 18962 | $3.8M | 0.01% | $201.01 | Q4 2025 |
📊 Fundamentals
Market Cap$13.9B
P/E Ratio154.1x
Above market avg
Forward P/E38.6x
P/FCF67.4x
EPS (TTM)$1.06
Revenue (TTM)$1.3B
Profit Margin14.11%
Beta1.09
52-Week Range
$120.37
$272.60
Current: $163.30
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 154.1x trailing earnings → 38.6x forward · 14.1% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '252 owners · $20.5M
Q3 '253 owners · $23.2M
Q2 '251 owners · $15.5M
No changes
Q1 '251 owners · $12.3M
No changes
Q4 '241 owners · $11.1M
SOLDWallace Weitz
Q3 '242 owners · $40.5M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.
📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
16%analyst est. 15.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
15.4%current: 15.4%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%
Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data
🏛️ Congressional Trades
GWRE: Held by 2 superinvestors · 5 congress member trades
$1,001 - $15,0002025-08-13
$1,001 - $15,0002025-08-04
$1,001 - $15,0002025-06-24
$1,001 - $15,0002025-06-17
$1,001 - $15,0002025-05-23