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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 15 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 UMBF UMB FINL CORP Financial Services 105,762.0 $15.1M 0.04% -28K -20.8% $142.76 +1.7%
282 ACADIAN ASSET MANAGEMENT INC 207,796.0 $14.9M 0.04% -56K -21.2% $71.52
283 IWO ISHARES TR 37,120.0 $14.6M 0.04% -1K -2.8% $393.96 -1.7%
284 INVA INNOVIVA INC Healthcare 642,176.0 $14.6M 0.04% +67K +11.7% $22.71 -7.2%
285 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 541,392.0 $14.5M 0.04% -145K -21.2% $26.86 +6.4%
286 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 189,039.0 $13.8M 0.04% -50K -20.9% $72.98 +7.9%
287 HUM HUMANA INC Healthcare 34,161.0 $13.6M 0.04% -416.0 -1.2% $397.22 -4.6%
288 YETI YETI HLDGS INC Consumer Cyclical 272,176.0 $13.5M 0.04% -95K -25.9% $49.56 -11.7%
289 PAY PAYMENTUS HOLDINGS INC Technology 557,391.0 $13.5M 0.04% +20K +3.6% $24.16 +65.6%
290 KEYS KEYSIGHT TECHNOLOGIES INC Technology 38,348.0 $13.4M 0.04% +24K +173.0% $350.07 -9.7%
291 AUGO AURA MINERALS INC Basic Materials 209,791.0 $13.2M 0.04% -218K -51.0% $62.95 +38.6%
292 COLD AMERICOLD REALTY TRUST INC Real Estate 822,464.0 $12.9M 0.04% -1.6M -66.1% $15.72 -3.0%
293 DNOW DNOW INC Energy 991,490.0 $12.9M 0.04% NEW $12.97 +20.9%
294 CLS CELESTICA INC Technology 34,892.0 $12.7M 0.04% -4K -9.9% $364.80 -18.7%
295 ESRT EMPIRE ST RLTY TR INC Real Estate 2,282,352.0 $12.3M 0.04% -613K -21.2% $5.41 -10.9%
296 TITN TITAN MACHY INC Industrials 582,257.0 $12.3M 0.04% -155K -21.0% $21.12 -4.5%
297 CECO CECO ENVIRONMENTAL CORP Industrials 134,020.0 $12.2M 0.04% NEW $90.74 -21.2%
298 ERO ERO COPPER CORP Basic Materials 439,640.0 $11.8M 0.04% NEW $26.75 +47.4%
299 DXCM DEXCOM INC Healthcare 173,453.0 $11.7M 0.04% -22K -11.2% $67.35 +37.1%
300 CPRX CATALYST PHARMACEUTICALS INC Healthcare 371,530.0 $11.7M 0.04% -108K -22.4% $31.43 +0.2%
Page 15 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%