IMPINJ INC

Held by 2 specialist biotech funds

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Fund Holdings

Driehaus Capital Eventide Asset Management

AI Signal

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Position Trend

Feb 13, 2026

$380K

1 fund

Feb 17, 2026

$128.3M

1 fund

+33671% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 737,474Value: $128.3M

**Signal Note: Driehaus Capital Initiates $128.3M Position in Impinj Inc (PI)** Driehaus's entry into Impinj—a RAIN RFID semiconductor company, not a drug developer—signals conviction in IoT/supply chain digitization as a structural growth thesis rather than a near-term clinical catalyst play. This represents portfolio diversification into semiconductor/hardware infrastructure, likely driven by secular demand tailwinds in supply chain visibility and inventory management, though investors should note this carries different risk/return characteristics than traditional biotech bets.

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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's initiation of a $380K position in Impinj (PI) represents a thematic bet on RFID and IoT infrastructure rather than a biotech play—this appears to be a values-aligned investment in supply chain visibility and anti-counterfeiting technology with applications across pharma distribution. The timing suggests conviction in enterprise adoption of Impinj's UHF RFID solutions, potentially driven by regulatory tailwinds (e.g., DSCSA serialization mandates) and post-pandemic supply chain digitalization efforts across healthcare and life sciences logistics.