Brown Capital Management released its second quarter 2025 investor letter, reporting a 8.59% return for its Small Company Fund. The fund lagged the Russell 2000® Growth index’s 11.97% return due to underperformance in the last few weeks of the quarter. Check the fund’s top five holdings for insights into its best picks in 2025.

Guidewire Software, Inc. (NYSE:GWRE) was highlighted in The Brown Capital Management Small Company Fund’s second-quarter 2025 investor letter. The stock offers a platform for property and casualty insurance companies and showed a one-month return of 17.64%. On September 12, 2025, GWRE stock closed at $252.94 per share with a market cap of $21.381 billion.

The fund credited Guidewire Software, Inc. (NYSE:GWRE) as a contributor to its performance in the second quarter of 2025. The stock has gained significant value, with a one-month return of 17.64% and a 46.41% increase over the past 52 weeks.

Guidewire Software, Inc. (NYSE:GWRE) is not among the 30 Most Popular Stocks Among Hedge Funds, but 67 hedge fund portfolios held it at the end of the second quarter. While the stock has potential, certain AI stocks may offer greater upside with less downside risk. For more insights, check out our free report on the best short-term AI stock.

In another article, Brown Advisory Mid-Cap Growth Strategy’s views on Guidewire Software, Inc. (NYSE:GWRE) were shared, offering additional perspectives on the company. For more investor letters from hedge funds and leading investors, visit the hedge fund investor letters Q2 2025 page.

Read more at Yahoo Finance: Guidewire Software (GWRE) Surged Following the Earnings Report