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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 14 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 USLM UNITED STS LIME & MINERALS I Basic Materials 169,885.0 $17.8M 0.05% -116K -40.6% $104.67 +13.6%
262 MSI MOTOROLA SOLUTIONS INC Technology 42,766.0 $17.8M 0.05% -9K -17.7% $415.29 +15.7%
263 AVY AVERY DENNISON CORP Industrials 109,164.0 $17.7M 0.05% +25K +29.2% $162.35 +13.2%
264 ADUS ADDUS HOMECARE CORP Healthcare 176,206.0 $17.7M 0.05% NEW $100.47 +20.2%
265 NTST NETSTREIT CORP Real Estate 837,426.0 $17.7M 0.05% -224K -21.1% $21.13 -3.7%
266 MRVL MARVELL TECHNOLOGY INC Technology 58,923.0 $17.6M 0.05% -41K -40.8% $297.89 -20.4%
267 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 270,714.0 $17.4M 0.05% -100K -26.9% $64.45 +1.6%
268 ABM ABM INDS INC Industrials 385,260.0 $17.0M 0.05% -102K -21.0% $44.24 +5.8%
269 CBT CABOT CORP Basic Materials 185,077.0 $16.8M 0.05% NEW $90.82 -6.2%
270 PGNY PROGYNY INC Healthcare 582,952.0 $16.8M 0.05% -157K -21.2% $28.83 -11.0%
271 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 1,464,572.0 $16.8M 0.05% -391K -21.1% $11.45 -1.4%
272 MU MICRON TECHNOLOGY INC Technology 14,060.0 $16.2M 0.05% NEW $1154.29 -16.2%
273 PRCT PROCEPT BIOROBOTICS CORP Healthcare 709,484.0 $16.0M 0.05% +285K +67.2% $22.58 -4.0%
274 VRTX VERTEX PHARMACEUTICALS INC Healthcare 32,172.0 $16.0M 0.05% -7K -18.6% $496.73 +10.3%
275 OC OWENS CORNING NEW Industrials 100,127.0 $15.9M 0.05% -4K -4.2% $158.96 -6.9%
276 ADC AGREE RLTY CORP Real Estate 209,954.0 $15.9M 0.05% -9K -4.1% $75.74 -2.5%
277 HURN HURON CONSULTING GROUP INC Industrials 170,358.0 $15.4M 0.05% -46K -21.2% $90.16 +79.3%
278 SKYW SKYWEST INC Industrials 154,041.0 $15.3M 0.05% +20K +14.6% $99.33 +1.8%
279 ADTRAN HOLDINGS INC 1,099,019.0 $15.3M 0.05% -891K -44.8% $13.90
280 XPEL XPEL INC Consumer Cyclical 307,175.0 $15.2M 0.05% NEW $49.60 +3.5%
Page 14 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%