Guidewire Software, Inc.

GWRE

Held by 2 specialist biotech funds

Fund Holdings

Driehaus Capital Eventide Asset Management

AI Signal

**Signal Note: Driehaus Growth Fund Entry into GWRE** Driehaus Capital's $8.7M initiation in Guidewire (insurance software platform) signals conviction in commercial software plays outside core biotech, suggesting the fund is diversifying or opportunistically deploying capital into profitable, recurring-revenue businesses as biotech valuations remain volatile.

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Position Trend

Feb 13, 2026

$1.9M

1 fund

Feb 17, 2026

$8.7M

1 fund

+370% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 43,287Value: $8.7M

Eventide Asset ManagementNEWFeb 13, 2026

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Insider Signals

No insider signals tracked.

Also Held by These Funds

AXON2 funds NVDA2 funds VEEV2 funds VCYT2 funds LBRT2 funds RMBS2 funds UNP2 funds LITE

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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**Signal Note - Eventide/Guidewire (GWRE)** Eventide's $1.9M initiation in Guidewire (property & casualty insurance software) appears misaligned with their biotech-focused mandate and may reflect portfolio rebalancing or thematic diversification rather than a biotech-specific catalyst. This is a software infrastructure play with no direct drug development exposure, suggesting either a strategic shift in allocation strategy or a data reporting anomaly worth clarifying.