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LYELL WEALTH MANAGEMENT, LP: GWRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYELL WEALTH MANAGEMENT, LP on GWRE, newest first. How the timeline and the estimate are built.

LYELL WEALTH MANAGEMENT, LP held 26,780 GWRE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,780 shares
    Change vs previous 13F -150 shares

    0.2% of the 13F portfolio, value $3,295,279.

    13F-HR 0001104659-26-090824 filed by LYELL WEALTH MANAGEMENT, LP
    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 26,930 shares
    Change vs previous 13F -22 shares

    0.3% of the 13F portfolio, value $4,027,651.

    13F-HR 0001104659-26-056835 filed by LYELL WEALTH MANAGEMENT, LP
    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 26,952 shares
    Change vs previous 13F -260 shares

    0.39% of the 13F portfolio, value $5,417,622.

    13F-HR 0001104659-26-013572 filed by LYELL WEALTH MANAGEMENT, LP
    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 27,212 shares
    Change vs previous 13F -7,978 shares

    0.46% of the 13F portfolio, value $6,254,950.

    13F-HR 0001104659-25-107812 filed by LYELL WEALTH MANAGEMENT, LP
    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 35,190 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $8,285,486.

    13F-HR 0001104659-25-071730 filed by LYELL WEALTH MANAGEMENT, LP
    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 35,190 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $6,593,198.

    13F-HR 0001104659-25-046030 filed by LYELL WEALTH MANAGEMENT, LP
    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 35,190 shares
    Change vs previous 13F -10,000 shares

    0.53% of the 13F portfolio, value $5,932,330.

    13F-HR 0001104659-25-008208 filed by LYELL WEALTH MANAGEMENT, LP
    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 45,190 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $8,267,059.

    13F-HR 0001104659-24-110780 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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