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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 11 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BANC BANC OF CALIFORNIA INC Financial Services 1,583,477.0 $27.8M 0.09% -734K -31.7% $17.58 +9.4%
202 COLD AMERICOLD REALTY TRUST INC Real Estate 2,424,647.0 $27.8M 0.09% -448K -15.6% $11.46 +26.4%
203 MAR MARRIOTT INTL INC NEW Consumer Cyclical 84,631.0 $27.7M 0.09% NEW $327.07 +19.7%
204 HURN HURON CONSULTING GROUP INC Industrials 216,313.0 $27.6M 0.09% +22K +11.3% $127.49 -14.0%
205 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 1,910,640.0 $27.4M 0.09% -214K -10.1% $14.35 -16.9%
206 MATX MATSON INC Industrials 167,129.0 $27.4M 0.09% +6K +3.5% $163.94 +17.3%
207 ICICI BANK LIMITED 1,041,180.0 $27.0M 0.09% -565K -35.2% $25.92
208 SHOO MADDEN STEVEN LTD Consumer Cyclical 794,137.0 $26.9M 0.09% +137K +20.9% $33.92 +33.6%
209 TPH TRI POINTE HOMES INC Consumer Cyclical 574,030.0 $26.8M 0.09% -283K -33.0% $46.73 +0.5%
210 LLY ELI LILLY & CO Healthcare 29,051.0 $26.7M 0.09% -3K -9.3% $919.77 +24.9%
211 CATY CATHAY GEN BANCORP Financial Services 533,448.0 $26.6M 0.09% NEW $49.86 +17.1%
212 IIIV I3 VERTICALS INC Technology 1,176,960.0 $26.3M 0.09% +791K +204.6% $22.36 -11.6%
213 PI IMPINJ INC Technology 256,211.0 $26.3M 0.09% +44K +20.9% $102.70 +25.9%
214 AIN ALBANY INTL CORP Consumer Cyclical 502,015.0 $26.2M 0.09% +18K +3.7% $52.21 +32.4%
215 KLIC KULICKE & SOFFA INDS INC Technology 398,036.0 $26.2M 0.09% -234K -37.0% $65.72 +56.0%
216 ESNT ESSENT GROUP LTD Financial Services 444,909.0 $26.0M 0.09% +14K +3.4% $58.44 -2.8%
217 WSC WILLSCOT HLDGS CORP Industrials 1,494,201.0 $25.9M 0.09% -1.2M -43.6% $17.36 +55.0%
218 ITGR INTEGER HLDGS CORP Healthcare 292,601.0 $25.7M 0.09% -176K -37.5% $88.00 +4.4%
219 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 545,484.0 $25.7M 0.09% +27K +5.1% $47.14 -21.9%
220 JLL JONES LANG LASALLE INC Real Estate 83,499.0 $25.4M 0.08% -50K -37.7% $304.32 -3.2%
Page 11 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%