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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 20 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 WEX WEX INC Technology 2,930.0 $448K 0.00% +73.0 +2.6% $153.04 -3.2%
382 DOV DOVER CORP Industrials 2,142.0 $446K 0.00% -337.0 -13.6% $208.45 +3.7%
383 CACI CACI INTL INC Technology 748.0 $407K 0.00% -75K -99.0% $543.87 -4.5%
384 HST HOST HOTELS & RESORTS INC Real Estate 20,421.0 $391K 0.00% +522.0 +2.6% $19.16 +27.6%
385 CCK CROWN HLDGS INC Consumer Cyclical 3,836.0 $385K 0.00% +95.0 +2.5% $100.25 -8.2%
386 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 8,835.0 $365K 0.00% NEW $41.27 +40.3%
387 BC BRUNSWICK CORP Consumer Cyclical 4,865.0 $354K 0.00% +124.0 +2.6% $72.76 +10.9%
388 JBL JABIL INC Technology 1,332.0 $354K 0.00% +34.0 +2.6% $265.63 +37.0%
389 SMIN ISHARES TR 5,892.0 $353K 0.00% $59.96 +9.6%
390 LH LABCORP HOLDINGS INC Healthcare 1,311.0 $350K 0.00% +34.0 +2.7% $266.81 -1.8%
391 EXPAND ENERGY CORPORATION 3,154.0 $346K 0.00% +81.0 +2.6% $109.78
392 SOUTHSTATE BK CORP 3,742.0 $346K 0.00% +87.0 +2.4% $92.52
393 COLB COLUMBIA BKG SYS INC Financial Services 12,529.0 $344K 0.00% +297.0 +2.4% $27.43 +8.2%
394 DOC HEALTHPEAK PROPERTIES INC Real Estate 20,641.0 $339K 0.00% +527.0 +2.6% $16.43 +20.3%
395 SHOP SHOPIFY INC Technology 2,795.0 $332K 0.00% -8K -74.0% $118.62 -6.6%
396 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 7,600.0 $327K 0.00% +193.0 +2.6% $43.06 -8.0%
397 PR PERMIAN RESOURCES CORP Energy 14,346.0 $306K 0.00% +365.0 +2.6% $21.32 -8.1%
398 GOOG ALPHABET INC Communication Services 1,025.0 $294K 0.00% $286.86 +25.9%
399 ICLR ICON PLC Healthcare 2,577.0 $285K 0.00% +63.0 +2.5% $110.66 +37.6%
400 CHE CHEMED CORP NEW Healthcare 748.0 $283K 0.00% -344K -99.8% $377.74 +16.3%
Page 20 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%