Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

GWRE holding history

Guidewire Software, Inc. in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GWRE overview All 13F holders of GWRE Full Q2 2026 holdings

Shares (Q2 2026): 26,780
Value: $3.30M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of GWRE by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	26,780	$3.30M	0.2%	−150−0.6%	Reduced	Holders
Q1 2026	26,930	$4.03M	0.3%	−22−0.1%	Reduced	Holders
Q4 2025	26,952	$5.42M	0.4%	−260−1.0%	Reduced	Holders
Q3 2025	27,212	$6.25M	0.5%	−7,978−22.7%	Reduced	Holders
Q2 2025	35,190	$8.29M	0.7%	00.0%	Unchanged	Holders
Q1 2025	35,190	$6.59M	0.6%	00.0%	Unchanged	Holders
Q4 2024	35,190	$5.93M	0.5%	−10,000−22.1%	Reduced	Holders
Q3 2024	45,190	$8.27M	0.8%	−10,700−19.1%	Reduced	Holders
Q2 2024	55,890	$7.71M	0.7%	00.0%	Unchanged	Holders
Q1 2024	55,890	$6.52M	0.7%	00.0%	Unchanged	Holders
Q4 2023	55,890	$6.09M	0.7%	−2,600−4.4%	Reduced	Holders
Q3 2023	58,490	$5.26M	0.7%	00.0%	Unchanged	Holders
Q2 2023	58,490	$4.45M	0.6%	00.0%	Unchanged	Holders
Q1 2023	58,490	$4.80M	0.7%	00.0%	Unchanged	Holders
Q4 2022	58,490	$3.66M	0.6%	−1,500−2.5%	Reduced	Holders
Q3 2022	59,990	$3.69M	0.6%	00.0%	Unchanged	Holders
Q2 2022	59,990	$4.26M	0.7%	00.0%	Unchanged	Holders
Q1 2022	59,990	$5.68M	0.7%	−1,020−1.7%	Reduced	Holders
Q4 2021	61,010	$6.93M	0.8%	−15,225−20.0%	Reduced	Holders
Q3 2021	76,235	$9.06M	1.1%	−10,125−11.7%	Reduced	Holders
Q2 2021	86,360	$9.73M	1.2%	−200.0%	Reduced	Holders
Q1 2021	86,380	$8.78M	1.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.