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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 12 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AGX ARGAN INC Industrials 30,642.0 $24.5M 0.07% -8K -20.5% $798.55 -37.2%
222 VERX VERTEX INC Technology 2,128,372.0 $24.4M 0.07% +849K +66.4% $11.48 +17.3%
223 BANR BANNER CORP Financial Services 363,197.0 $24.1M 0.07% -51K -12.3% $66.44 +7.1%
224 FCPT FOUR CORNERS PPTY TR INC Real Estate 982,742.0 $24.1M 0.07% -260K -20.9% $24.55 +2.8%
225 NWE NORTHWESTERN ENERGY GROUP IN Utilities 336,472.0 $24.1M 0.07% -90K -21.1% $71.62 -3.0%
226 DY DYCOM INDS INC Industrials 47,269.0 $23.9M 0.07% -2K -4.1% $505.59 -22.3%
227 LOB LIVE OAK BANCSHARES INC Financial Services 569,233.0 $23.2M 0.07% -154K -21.3% $40.84 +0.3%
228 EEFT EURONET WORLDWIDE INC Technology 315,386.0 $23.1M 0.07% NEW $73.19 -4.3%
229 CTRE CARETRUST REIT INC Real Estate 570,637.0 $23.0M 0.07% NEW $40.35 -1.9%
230 SLVM SYLVAMO CORP Basic Materials 609,086.0 $23.0M 0.07% +111K +22.2% $37.80 -2.7%
231 NWN NORTHWEST NAT HLDG CO Utilities 469,008.0 $23.0M 0.07% -125K -21.1% $49.06 +0.7%
232 ABCB AMERIS BANCORP Financial Services 253,806.0 $22.9M 0.07% -121K -32.3% $90.26 -4.5%
233 ULS UL SOLUTIONS INC Industrials 224,742.0 $22.9M 0.07% -10K -4.1% $101.86 -26.3%
234 MGRC MCGRATH RENTCORP Industrials 188,656.0 $22.8M 0.07% -31K -14.2% $121.03 -3.6%
235 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 317,329.0 $22.8M 0.07% -91K -22.3% $71.74 +1.0%
236 ESNT ESSENT GROUP LTD Financial Services 351,848.0 $22.6M 0.07% -93K -20.9% $64.28 +5.9%
237 TGLS TECNOGLASS INC Basic Materials 480,871.0 $22.5M 0.07% -692K -59.0% $46.81 -12.3%
238 JLL JONES LANG LASALLE INC Real Estate 71,852.0 $22.3M 0.07% -12K -13.9% $309.95 +25.0%
239 IFS INTERCORP FINL SVCS INC Financial Services 383,724.0 $21.9M 0.07% -82K -17.6% $56.96 -3.6%
240 GVA GRANITE CONSTR INC Industrials 136,935.0 $21.6M 0.07% +22K +19.1% $158.08 -21.7%
Page 12 of 21  ·  403 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%