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Portfolio (Quarterly) Guide ↗

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

· CIK 0001644956
13F Portfolio $30.3B AUM 413 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 47 New 150 Added 201 Reduced 47 Exited
Page 10 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IDA IDACORP INC Utilities 222,487.0 $31.8M 0.10% -354K -61.4% $142.97 -3.4%
182 SR SPIRE INC Utilities 350,033.0 $31.7M 0.10% +11K +3.2% $90.54 -11.2%
183 NWN NORTHWEST NAT HLDG CO Utilities 594,204.0 $31.6M 0.10% +19K +3.3% $53.22 -8.1%
184 WLY WILEY JOHN & SONS INC Communication Services 821,987.0 $31.3M 0.10% +27K +3.4% $38.10 +15.9%
185 MIRM MIRUM PHARMACEUTICALS INC Healthcare 335,669.0 $31.0M 0.10% $92.38 +1.3%
186 FRME FIRST MERCHANTS CORP Financial Services 789,882.0 $30.6M 0.10% +26K +3.4% $38.73 +3.3%
187 ACVA ACV AUCTIONS INC Consumer Cyclical 7,212,623.0 $30.6M 0.10% -3.7M -33.8% $4.24 +33.3%
188 LNTH LANTHEUS HLDGS INC Healthcare 399,551.0 $30.3M 0.10% -123K -23.5% $75.85 +31.9%
189 DIOD DIODES INC Technology 441,562.0 $30.1M 0.10% -31K -6.5% $68.26 +53.3%
190 JCAP JEFFERSON CAPITAL INC Financial Services 1,559,949.0 $30.0M 0.10% +76K +5.1% $19.23 -18.4%
191 FCPT FOUR CORNERS PPTY TR INC Real Estate 1,243,103.0 $29.4M 0.10% +187K +17.7% $23.65 +3.6%
192 ABCB AMERIS BANCORP Financial Services 374,709.0 $29.2M 0.10% +13K +3.5% $77.99 +9.4%
193 PODD INSULET CORP Healthcare 139,130.0 $29.2M 0.10% -7K -4.6% $209.84 -27.8%
194 ESAB ESAB CORPORATION Industrials 301,883.0 $29.2M 0.10% +97K +47.2% $96.66 -9.0%
195 TCBI TEXAS CAP BANCSHARES INC Financial Services 306,821.0 $29.1M 0.10% -161K -34.4% $94.88 +6.0%
196 LXP INDUSTRIAL TRUST 623,925.0 $28.9M 0.10% +20K +3.3% $46.26
197 USPH U S PHYSICAL THERAPY Healthcare 377,863.0 $28.3M 0.09% +7K +1.9% $74.96 -18.2%
198 ICUI ICU MED INC Healthcare 217,903.0 $28.1M 0.09% +7K +3.4% $129.15 +6.4%
199 NWE NORTHWESTERN ENERGY GROUP IN Utilities 426,480.0 $28.1M 0.09% +13K +3.2% $65.94 +5.9%
200 SIGI SELECTIVE INS GROUP INC Financial Services 370,419.0 $27.9M 0.09% +13K +3.6% $75.39 +16.6%
Page 10 of 21  ·  413 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 36.8%
Industrials 12.9%
Healthcare 12.5%
Consumer Cyclical 9.9%
Financial Services 9.9%
Communication Services 5.1%
Consumer Defensive 4.4%
Basic Materials 4.3%
Energy 1.8%
Real Estate 1.3%