Wallace Weitz - Weitz Investment Management, Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
Holdings Activity Buys Sells    History
Holding/activity history for  Guidewire Software Inc. (GWRE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q4 0 0.00 Sell 100.00% 0.87 SEC
2024   Q3 96,700 0.87 Reduce 5.01% 0.04 $182.94 $17,690,298 SEC
2024   Q2 101,800 0.74 Reduce 16.63% 0.12 $137.89 $14,037,202 SEC
2024   Q1 122,100 0.72 $116.71 $14,250,291 SEC
2023   Q4 122,100 0.71 Reduce 43.37% 0.46 $109.04 $13,313,784 SEC
2023   Q3 215,600 1.07 $90.00 $19,404,000 SEC
2023   Q2 215,600 0.88 Reduce 0.42% <0.01 $76.08 $16,402,848 SEC
2023   Q1 216,500 1.03 $82.05 $17,763,825 SEC
2022   Q4 216,500 0.78 Add 12.00% 0.08 $62.56 $13,544,240 SEC
2022   Q3 193,300 0.71 $61.58 $11,903,000 SEC
2022   Q2 193,300 0.73 Add 3.76% 0.03 $70.99 $13,722,000 SEC
2022   Q1 186,300 0.79 Add 3.04% 0.02 $94.62 $17,628,000 SEC
2021   Q4 180,800 0.83 $113.53 $20,526,000 SEC
2021   Q3 180,800 0.91 $118.87 $21,492,000 SEC
2021   Q2 180,800 0.87 $112.72 $20,380,000 SEC
2021   Q1 180,800 0.82 Reduce 3.98% 0.04 $101.63 $18,375,000 SEC
2020   Q4 188,300 1.04 Reduce 9.60% 0.10 $128.73 $24,240,000 SEC
2020   Q3 208,300 1.03 Reduce 7.75% 0.10 $104.27 $21,719,000 SEC
2020   Q2 225,800 1.25 Add 3.11% 0.04 $110.85 $25,030,000 SEC
2020   Q1 219,000 0.93 Add 1.21% 0.01 $79.31 $17,369,000 SEC
2019   Q4 216,375 0.96 Reduce 9.42% 0.10 $109.77 $23,751,000 SEC
2019   Q3 238,875 1.05 Add 25.46% 0.21 $105.38 $25,173,000 SEC
2019   Q2 190,400 0.79 Add 2.84% 0.02 $101.38 $19,303,000 SEC
2019   Q1 185,150 0.77 Add 68.32% 0.31 $97.16 $17,989,000 SEC
2018   Q4 110,000 0.42 Add 57.14% 0.15 $80.23 $8,825,000 SEC
2018   Q3 70,000 0.30 $101.01 $7,071,000 SEC
2018   Q2 70,000 0.27 Reduce 2.78% <0.01 $88.79 $6,215,000 SEC
2018   Q1 72,000 0.26 Add 10.77% 0.03 $80.83 $5,820,000 SEC
2017   Q4 65,000 0.22 Add 160.00% 0.14 $74.26 $4,827,000 SEC
2017   Q3 25,000 0.09 $77.88 $1,947,000 SEC
2017   Q2 25,000 0.08 Reduce 47.53% 0.06 $68.72 $1,718,000 SEC
2017   Q1 47,645 0.12 Add 333.14% 0.09 $56.33 $2,684,000 SEC
2016   Q4 11,000 0.02 Add 57.14% <0.01 $49.36 $543,000 SEC
2016   Q3 7,000 0.02 $60.00 $420,000 SEC
2016   Q2 7,000 0.02 $61.71 $432,000 SEC
2016   Q1 7,000 0.01 Buy 0.01 $54.43 $381,000 SEC