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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 12 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HWKN HAWKINS INC Basic Materials 165,269.0 $25.4M 0.08% +31K +22.9% $153.60 +1.7%
222 ZETA ZETA GLOBAL HOLDINGS CORP Technology 1,594,426.0 $25.4M 0.08% +77K +5.1% $15.92 +36.7%
223 ANIP ANI PHARMACEUTICALS INC Healthcare 327,276.0 $25.2M 0.08% +11K +3.3% $76.90 +4.2%
224 BANR BANNER CORP Financial Services 413,966.0 $25.1M 0.08% -250K -37.7% $60.68 +6.8%
225 ADTRAN HOLDINGS INC 1,989,530.0 $25.0M 0.08% -489K -19.7% $12.58
226 KEX KIRBY CORP Industrials 187,892.0 $25.0M 0.08% -116K -38.2% $132.88 +6.6%
227 GHM GRAHAM CORP Industrials 314,301.0 $24.8M 0.08% +16K +5.5% $78.92 +20.8%
228 CARG CARGURUS INC Consumer Cyclical 724,299.0 $24.7M 0.08% +157K +27.7% $34.05 -19.2%
229 MDA MDA SPACE LTD Technology 963,494.0 $24.4M 0.08% NEW $25.34 +53.2%
230 RYANAIR HOLDINGS PLC 420,246.0 $24.3M 0.08% +369K +726.1% $57.80
231 MGRC MCGRATH RENTCORP Industrials 219,784.0 $24.2M 0.08% NEW $110.28 -0.9%
232 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 426,072.0 $24.2M 0.08% -256K -37.5% $56.77 -18.7%
233 CTRI CENTURI HOLDINGS INC Utilities 827,449.0 $24.2M 0.08% +26K +3.3% $29.21 +2.7%
234 ECVT ECOVYST INC Basic Materials 1,864,621.0 $24.0M 0.08% -864K -31.7% $12.86 +0.3%
235 LZB LA Z BOY INC Consumer Cyclical 744,481.0 $23.9M 0.08% +25K +3.5% $32.14 +12.7%
236 LOB LIVE OAK BANCSHARES INC Financial Services 722,897.0 $23.9M 0.08% +74K +11.5% $33.07 +13.8%
237 MRCY MERCURY SYS INC Industrials 327,288.0 $23.9M 0.08% -657K -66.8% $72.91 +52.2%
238 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 408,605.0 $23.8M 0.08% +14K +3.5% $58.24 +22.7%
239 TREX TREX INC Industrials 647,178.0 $23.6M 0.08% NEW $36.42 +15.5%
240 IFS INTERCORP FINL SVCS INC Financial Services 465,726.0 $23.4M 0.08% +19K +4.2% $50.20 -6.1%
Page 12 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%