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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 8 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KWR QUAKER HOUGHTON Basic Materials 388,406.0 $48.3M 0.16% -82K -17.4% $124.23 +15.3%
142 GFI GOLD FIELDS LTD Basic Materials 1,024,824.0 $46.5M 0.15% +999K +3891.4% $45.41 -21.0%
143 OSIS OSI SYSTEMS INC Technology 171,667.0 $45.6M 0.15% -20K -10.3% $265.51 -20.7%
144 TPG TPG INC Financial Services 1,112,187.0 $45.1M 0.15% -324K -22.5% $40.51 +1.7%
145 AGYS AGILYSYS INC Technology 631,587.0 $44.9M 0.15% +59K +10.3% $71.14 +25.2%
146 LTM LATAM AIRLINES GROUP SA Industrials 881,457.0 $43.6M 0.14% +179K +25.5% $49.45 -4.9%
147 LPX LOUISIANA PAC CORP Basic Materials 596,108.0 $43.4M 0.14% -233K -28.1% $72.75 -3.7%
148 BE BLOOM ENERGY CORP Industrials 317,721.0 $43.0M 0.14% -30K -8.8% $135.49 +87.2%
149 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 1,425,667.0 $42.9M 0.14% NEW $30.12 +10.4%
150 GPOR GULFPORT ENERGY CORP Energy 198,845.0 $42.1M 0.14% +7K +3.4% $211.57 -21.2%
151 VIST VISTA ENERGY S.A.B. DE C.V. Energy 556,283.0 $42.0M 0.14% NEW $75.53 -2.1%
152 PDFS PDF SOLUTIONS INC Technology 1,255,559.0 $41.1M 0.14% -103K -7.6% $32.71 +72.1%
153 SBCF SEACOAST BKG CORP FLA Financial Services 1,327,206.0 $40.2M 0.13% +45K +3.5% $30.29 -0.4%
154 RVLV REVOLVE GROUP INC Consumer Cyclical 1,766,423.0 $39.9M 0.13% -382K -17.8% $22.61 -13.6%
155 MTDR MATADOR RES CO Energy 622,880.0 $39.4M 0.13% +207K +49.6% $63.18 -12.5%
156 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 688,927.0 $39.1M 0.13% +49K +7.7% $56.78 +31.8%
157 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 426,094.0 $38.6M 0.13% -22K -4.9% $90.67 +5.1%
158 XPRO EXPRO GROUP HOLDINGS NV Energy 2,204,291.0 $38.4M 0.13% +69K +3.2% $17.41 -11.7%
159 EBC EASTERN BANKSHARES INC Financial Services 1,958,155.0 $38.3M 0.13% +64K +3.4% $19.56 +4.6%
160 FBK FB FINL CORP Financial Services 720,893.0 $37.4M 0.12% +238K +49.2% $51.94 +1.9%
Page 8 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%