In its Q2 2026 investor letter, Baron Opportunity Fund highlighted Guidewire Software, Inc. (NYSE:GWRE). On July 23, 2026, Guidewire Software, Inc. (NYSE:GWRE) closed at $131.38 per share. On August 11, 2026, Guidewire Software, Inc. (NYSE:GWRE) closed at $112.84 per share, reflecting a market capitalization of $196.3 billion. Guidewire Software, Inc. (NYSE:GWRE) posted a one‑month return of 22.61%, while its shares lost 17.56% over the past 52 weeks." Baron Opportunity Fund stated the following regarding Guidewire Software, Inc. (NYSE:GWRE) in its Q2 2026 investor letter: