Bryan Lawrence's Oakcliff Capital increased its position in Guidewire Software by 10.06% during the second quarter of 2026, according to a recent SEC filing. The firm added 14,500 shares, bringing its total to 158,680. This transaction is based on a delayed quarterly disclosure filed on August 13, 2026, for the period ending June 30, 2026, and may not reflect Oakcliff's current holdings.
Guidewire provides a core software platform for the property and casualty (P&C) insurance industry, an essential service that aligns with Oakcliff's stated investment philosophy of holding high-quality businesses with durable cash flows. While the reported value of Oakcliff's holding decreased to $19.53 million, this was due to stock price fluctuation during the quarter, as the firm's share count and conviction in the name grew.