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Disclosery

Gavilan Investment Partners LLC: GWRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gavilan Investment Partners LLC on GWRE, newest first. How the timeline and the estimate are built.

Gavilan Investment Partners LLC held 95,000 GWRE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,000 shares
    Change vs previous 13F -54,500 shares

    2.85% of the 13F portfolio, value $11,689,750.

    13F-HR 0001398344-26-014275 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 149,500 shares
    Change vs previous 13F +34,500 shares

    6.01% of the 13F portfolio, value $22,359,220.

    13F-HR 0001398344-26-009115 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 115,000 shares
    Change vs previous 13F 0 shares

    5.55% of the 13F portfolio, value $23,116,150.

    13F-HR 0001398344-26-002956 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 115,000 shares
    Change vs previous 13F 0 shares

    5.91% of the 13F portfolio, value $26,433,900.

    13F-HR 0001398344-25-020818 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 115,000 shares
    Change vs previous 13F -22,500 shares

    6.51% of the 13F portfolio, value $27,076,750.

    13F-HR 0001398344-25-015186 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 137,500 shares
    Change vs previous 13F -24,000 shares

    7.25% of the 13F portfolio, value $25,762,000.

    13F-HR 0001398344-25-009332 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 161,500 shares
    Change vs previous 13F 0 shares

    7.55% of the 13F portfolio, value $27,225,670.

    13F-HR 0001398344-25-002607 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 161,500 shares
    Change vs previous 13F not available

    8.49% of the 13F portfolio, value $29,544,810.

    13F-HR 0001398344-24-020531 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).