William Blair Investment Management, LLC Reduced Holdings in Q2 2025

William Blair Investment Management, LLC

  • $34.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-4.85M
- 89.49%
$41.37 - $53.28 $201M - $259M
570K $25.5M
CPRT
Copart Inc

Consumer Cyclical
-2.49M
- 36.58%
$47.72 - $63.84 $119M - $159M
4.31M $212M
PANW
Palo Alto Networks Inc

Technology
-1.04M
- 87.08%
$152.44 - $204.64 $158M - $212M
154K $31.5M
GTLS
Chart Industries Inc

Industrials
-1.04M
- 99.61%
$115.08 - $175.5 $119M - $182M
4.1K $675K
CGNX
Cognex Corp

Technology
-4.83M
- 86.26%
$23.27 - $32.07 $112M - $155M
769K $24.4M
LRN
Stride, Inc.

Consumer Defensive
-1.22M
- 52.53%
$124.45 - $160.72 $152M - $196M
1.1M $160M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
-4.38M
- 99.47%
$20.6 - $29.93 $90.1M - $131M
23.3K $528K
BPMC
Blueprint Medicines Corp

Healthcare
-1.42M
- 99.4%
$79.22 - $128.4 $113M - $182M
8.57K $1.1M
NFE
New Fortress Energy Inc.

Utilities
-14.5M
- 99.61%
$2.04 - $8.57 $29.5M - $124M
56.1K $186K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-2.08M
- 91.13%
$49.95 - $128.54 $104M - $267M
202K $25.1M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-765K
- 34.6%
$110.23 - $131.5 $84.3M - $101M
1.45M $179M
ACN
Accenture PLC

Technology
-311K
- 99.51%
$279.23 - $323.21 $86.7M - $100M
1.52K $452K
CRM
Salesforce, Inc.

Technology
-325K
- 29.98%
$236.26 - $291.15 $76.8M - $94.6M
759K $207M
SHOP
Shopify Inc.

Technology
-791K
- 98.59%
$76.89 - $115.35 $60.8M - $91.2M
11.4K $1.31M
NEOG
Neogen Corp

Healthcare
-4.16M
- 30.65%
$4.39 - $8.59 $18.2M - $35.7M
9.4M $44.9M
AVTR
Avantor, Inc.

Basic Materials
-4.41M
- 99.5%
$11.94 - $16.29 $52.7M - $71.9M
22.2K $299K
JLL
Jones Lang Lasalle Inc

Real Estate
-253K
- 68.85%
$204.57 - $256.96 $51.8M - $65.1M
115K $29.3M
RACE
Ferrari N.V.

Consumer Cyclical
-172K
- 28.57%
$397.86 - $499.02 $68.6M - $86M
431K $211M
EXLS
Exl Service Holdings, Inc.

Technology
-742K
- 18.89%
$41.85 - $48.48 $31.1M - $36M
3.19M $140M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-26.8K
- 0.3%
$21.27 - $26.73 $570K - $716K
8.81M $193M
PCTY
Paylocity Holding Corp

Technology
-209K
- 30.44%
$172.54 - $201.04 $36.1M - $42M
478K $86.6M
CWST
Casella Waste Systems Inc

Industrials
-416K
- 18.78%
$103.78 - $120.37 $43.2M - $50.1M
1.8M $208M
OEC
Orion Engineered Carbons S.A.

Basic Materials
-2.85M
- 81.83%
$10.03 - $12.65 $28.6M - $36.1M
633K $6.64M
FOLD
Amicus Therapeutics, Inc.

Healthcare
-136K
- 0.92%
$5.64 - $8.0 $770K - $1.09M
14.6M $83.9M
GOOGL
Alphabet Inc.

Communication Services
-262K
- 42.19%
$144.7 - $178.6 $37.9M - $46.8M
359K $63.3M
PGR
Progressive Corp

Financial Services
-105K
- 66.0%
$255.27 - $288.74 $26.9M - $30.4M
54.2K $14.5M
YPF
Ypf Sociedad Anonima

Energy
-773K
- 45.98%
$27.16 - $36.96 $21M - $28.6M
908K $28.6M
COLD
Americold Realty Trust

Real Estate
-798K
- 23.05%
$16.31 - $21.47 $13M - $17.1M
2.66M $44.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-56.7K
- 71.5%
$421.16 - $509.5 $23.9M - $28.9M
22.6K $10.1M
MANH
Manhattan Associates Inc

Technology
-292K
- 24.31%
$143.9 - $197.47 $42M - $57.6M
908K $179M
ZTS
Zoetis Inc.

Healthcare
-169K
- 93.1%
$144.41 - $170.3 $24.3M - $28.7M
12.5K $1.95M
JPM
Jpmorgan Chase & CO

Financial Services
-125K
- 62.43%
$210.28 - $289.91 $26.2M - $36.1M
75K $21.7M
ADC
Agree Realty Corp

Real Estate
-297K
- 44.08%
$70.68 - $79.12 $21M - $23.5M
376K $27.5M
VIST
Vista Energy, S.A.B. De C.V.

Energy
-532K
- 45.88%
$34.98 - $53.05 $18.6M - $28.2M
627K $30M
ISRG
Intuitive Surgical Inc

Healthcare
-50.6K
- 58.59%
$451.58 - $565.94 $22.9M - $28.6M
35.8K $19.4M
LLY
Eli Lilly & CO

Healthcare
-25.3K
- 55.12%
$713.71 - $898.95 $18M - $22.7M
20.6K $16M
CG
Carlyle Group Inc.

Financial Services
-2.22M
- 18.26%
$34.78 - $51.4 $77.3M - $114M
9.95M $511M
ICE
Intercontinental Exchange, Inc.

Financial Services
-112K
- 53.81%
$151.62 - $183.47 $16.9M - $20.5M
95.8K $17.6M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-31.5K
- 44.27%
$388.56 - $520.27 $12.2M - $16.4M
39.6K $16.1M
NICE
Nice Ltd.

Technology
-160K
- 22.51%
$141.3 - $178.32 $22.6M - $28.5M
551K $93M
BCO
Brinks CO

Industrials
-257K
- 11.56%
$82.06 - $94.4 $21.1M - $24.2M
1.96M $175M
WMT
Walmart Inc.

Consumer Defensive
-213K
- 36.99%
$81.79 - $99.98 $17.4M - $21.2M
362K $35.4M
ALHC
Alignment Healthcare, Inc.

Healthcare
-419K
- 22.07%
$13.7 - $19.78 $5.74M - $8.28M
1.48M $20.7M
ZIP
Ziprecruiter, Inc.

Industrials
-1.86M
- 33.77%
$4.36 - $6.45 $8.12M - $12M
3.65M $18.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
-38.3K
- 53.42%
$310.86 - $348.77 $11.9M - $13.4M
33.4K $10.7M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-80.9K
- 55.66%
$146.74 - $176.07 $11.9M - $14.3M
64.5K $10.5M
SM
Sm Energy CO

Energy
-400K
- 56.96%
$20.39 - $30.52 $8.15M - $12.2M
302K $7.46M
ONB
Old National Bancorp

Financial Services
-668K
- 11.34%
$17.95 - $22.57 $12M - $15.1M
5.22M $111M
NEE
Nextera Energy Inc

Utilities
-183K
- 47.81%
$64.11 - $75.0 $11.7M - $13.7M
199K $13.8M
Activity Summary
Buys All Purchases 156 New Holdings 38 Increased Positions 118 Sells All Sells 256 Reductions 256 Sold out 0 Options Calls 0 Puts 0
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