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Portfolio (Quarterly) Guide ↗

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

· CIK 0001644956
13F Portfolio $33.3B AUM 403 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 47 New 100 Added 228 Reduced 57 Exited
Page 7 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EWBC EAST WEST BANCORP INC Financial Services 191,615.0 $24.7M 0.07% -16K -7.8% $129.09 +0.7%
122 PBF PBF ENERGY INC Energy 542,006.0 $24.7M 0.07% -145K -21.1% $45.52 +61.5%
123 MTDR MATADOR RES CO Energy 492,596.0 $24.5M 0.07% -130K -20.9% $49.78 +17.3%
124 AGX ARGAN INC Industrials 30,642.0 $24.5M 0.07% -8K -20.5% $798.55 -37.2%
125 BANR BANNER CORP Financial Services 363,197.0 $24.1M 0.07% -51K -12.3% $66.44 +7.1%
126 FCPT FOUR CORNERS PPTY TR INC Real Estate 982,742.0 $24.1M 0.07% -260K -20.9% $24.55 +2.8%
127 NWE NORTHWESTERN ENERGY GROUP IN Utilities 336,472.0 $24.1M 0.07% -90K -21.1% $71.62 -3.0%
128 DY DYCOM INDS INC Industrials 47,269.0 $23.9M 0.07% -2K -4.1% $505.59 -22.3%
129 LOB LIVE OAK BANCSHARES INC Financial Services 569,233.0 $23.2M 0.07% -154K -21.3% $40.84 +0.3%
130 NWN NORTHWEST NAT HLDG CO Utilities 469,008.0 $23.0M 0.07% -125K -21.1% $49.06 +0.7%
131 ABCB AMERIS BANCORP Financial Services 253,806.0 $22.9M 0.07% -121K -32.3% $90.26 -4.5%
132 ULS UL SOLUTIONS INC Industrials 224,742.0 $22.9M 0.07% -10K -4.1% $101.86 -26.3%
133 MGRC MCGRATH RENTCORP Industrials 188,656.0 $22.8M 0.07% -31K -14.2% $121.03 -3.6%
134 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 317,329.0 $22.8M 0.07% -91K -22.3% $71.74 +1.0%
135 ESNT ESSENT GROUP LTD Financial Services 351,848.0 $22.6M 0.07% -93K -20.9% $64.28 +5.9%
136 TGLS TECNOGLASS INC Basic Materials 480,871.0 $22.5M 0.07% -692K -59.0% $46.81 -12.3%
137 JLL JONES LANG LASALLE INC Real Estate 71,852.0 $22.3M 0.07% -12K -13.9% $309.95 +25.0%
138 IFS INTERCORP FINL SVCS INC Financial Services 383,724.0 $21.9M 0.07% -82K -17.6% $56.96 -3.6%
139 SR SPIRE INC Utilities 276,218.0 $21.6M 0.07% -74K -21.1% $78.09 +3.6%
140 ANIP ANI PHARMACEUTICALS INC Healthcare 258,173.0 $21.4M 0.06% -69K -21.1% $82.78 -9.0%
Page 7 of 12  ·  228 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.4%
Healthcare 14.2%
Industrials 13.5%
Financial Services 8.6%
Consumer Cyclical 7.7%
Communication Services 5.8%
Consumer Defensive 4.0%
Basic Materials 3.6%
Energy 2.4%
Utilities 1.0%