Institutions / Oberndorf William E / Activity
Activity — Oberndorf William E
6 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Monday.Com Ltd Common stock | $-10.88M | -74K -100.00% | 0 | medium |
| Q1 2026 as of | New | Guidewire Software, Inc. Common stock | $9.24M | +62K | 61,751 17.31% of portfolio | medium |
| Q1 2026 as of | Trim | 85207H104 Common stock | $-6.62M | -187K -45.44% | 224,439 14.91% of portfolio | medium |
| Q1 2026 as of | Trim | Autodesk, Inc. Common stock | $-3.81M | -16K -37.76% | 26,220 11.77% of portfolio | low |
| Q1 2026 as of | Trim | Amazon.com Inc Common stock | $-3.52M | -17K -31.92% | 36,031 14.07% of portfolio | low |
| Q1 2026 as of | Add | Veeva Systems Inc Common stock | $2.70M | +15K +51.72% | 45,153 14.87% of portfolio | low |