William Blair
Sell-side research on earnings calls · 13F filer
Analysts heard
16
Earnings calls
18
last Nov 4, 2026
Stocks asked about
18
Rating actions
0
from news headlines
Analysts
Introduced as William Blair by the operator or in their own words on calls Lician transcribed. Names are machine transcriptions and may be misspelled.
| Stocks asked aboutStocks | |||
|---|---|---|---|
| Brian Drabb | 2 | PRLBGNRC | 2026-10-29 |
| Brandon Vasquez | 2 | ALGNNEOG | 2026-10-28 |
| Matthew Mardula | 1 | AGL | 2026-11-04 |
| Jeff Schmidt | 1 | AIZ | 2026-11-04 |
| Sharon Zakfield | 1 | CAVA | 2026-11-04 |
| Philip Blee | 1 | COOK | 2026-11-04 |
| Stephen Sheldon | 1 | CWK | 2026-11-04 |
| Neil Dingman | 1 | OVV | 2026-11-04 |
| Philip Lee | 1 | SN | 2026-11-04 |
| Andrew Nicholas | 1 | IT | 2026-11-03 |
| Jason Ader | 1 | BLZE | 2026-11-02 |
| Lachlan Hanbury-Brown | 1 | KRYS | 2026-11-02 |
| Matt LaRue | 1 | WST | 2026-10-29 |
| Ryan Merkel | 1 | CSL | 2026-10-28 |
| Arjun Bhatia | 1 | NOW | 2026-10-28 |
| Patrick McKilvey | 1 | PEGA | 2026-10-21 |
Coverage on earnings calls
- AGLagilon health, inc.
- AIZASSURANT, INC.
- CAVACAVA GROUP, INC.
- COOKTraeger, Inc.
- CWKCushman & Wakefield Ltd.
- OVVOvintiv Inc.
- SNSharkNinja, Inc.
- ITGARTNER INC
- BLZEBackblaze, Inc.
- KRYSKrystal Biotech, Inc.
- PRLBProto Labs Inc
- WSTWEST PHARMACEUTICAL SERVICES INC
- ALGNALIGN TECHNOLOGY INC
- CSLCARLISLE COMPANIES INC
- GNRCGENERAC HOLDINGS INC.
- NOWServiceNow, Inc.
- PEGAPEGASYSTEMS INC
- NEOGNEOGEN CORP
Recent rating changes
Upgrades, downgrades, initiations and target changes by William Blair named in news headlines Lician stores, each linked to its source. We do not use licensed rating databases, so this list is partial.
No rating action by William Blair in the headlines we store yet.
13F holdings: the firm's own book
13F filing of William Blair's asset-management affiliate, William Blair Investment Management, LLC, for the quarter ended Jun 30, 2026, filed Aug 12, 2026 (SEC filing). A 13F lists US-listed securities over which the filer and its affiliates report investment discretion: its asset-management funds and accounts and its own trading. It is not a list of what William Blair's brokerage clients hold; client positions are private.
Reported value
$33.3B
equity positions
Positions
403
New positions
47
vs Mar 31, 2026
Sold out
57
Largest positions
| Rank | Holding | ||
|---|---|---|---|
| 1 |  TSM | $2.36B | 7.1% |
| 2 |  NVDA | $1.72B | 5.2% |
| 3 |  GOOGL | $1.14B | 3.4% |
| 4 |  AAPL | $943.3M | 2.8% |
| 5 |  AVGO | $776.7M | 2.3% |
| 6 |  MSFT | $764.2M | 2.3% |
| 7 |  META | $535.2M | 1.6% |
| 8 |  AMZN | $473.6M | 1.4% |
| 9 |  MA | $471.5M | 1.4% |
| 10 |  AMD | $443.5M | 1.3% |
| 11 |  AMAT | $360.0M | 1.1% |
| 12 |  GE | $295.5M | 0.9% |
| 13 | ASTRAZENECA PLC | $283.2M | 0.9% |
| 14 |  PRMB | $279.3M | 0.8% |
| 15 |  P | $272.2M | 0.8% |
| 16 |  APH | $270.7M | 0.8% |
| 17 | LINDE PLC | $262.0M | 0.8% |
| 18 |  ONTO | $251.8M | 0.8% |
| 19 |  BWA | $251.3M | 0.8% |
| 20 |  CG | $249.1M | 0.7% |
| 21 |  ARGX | $245.5M | 0.7% |
| 22 |  MLI | $244.2M | 0.7% |
| 23 |  MNST | $244.0M | 0.7% |
| 24 |  FFIV | $243.9M | 0.7% |
| 25 | CREDICORP LTD | $243.5M | 0.7% |
Biggest additions
Values as filed; value changes priced at this quarter's reported value per share. Options (puts/calls) are excluded from positions.