William Blair Investment Management

Quarters on file

Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.

• Q2 202629 names$3.0B−$683M
• Q1 202632 names$3.3B−$948M
• Q4 202537 names$5.4B+$1.6B
• Q3 202538 names$6.1B−$319M
• Q2 202540 names$6.4B−$442M
• Q1 202543 names$5.8B+$85.3M
• Q4 202438 names$6.4B−$220M
• Q3 202439 names$6.6B−$119M
• Q2 202442 names$6.3B+$145M
• Q1 202439 names$6.3B+$528M
• Q4 202338 names$5.3B+$150M
• Q3 202335 names$4.3B+$102M
• Q2 202333 names$4.4B−$38.9M
• Q1 202333 names$4.0B+$155M
• Q4 202231 names$3.2B+$123M
• Q3 202231 names$3.0B−$65.7M
• Q2 202231 names$3.4B+$240M
• Q1 202242 names$4.0B+$66.5M
• Q4 202135 names$4.6B+$460M
• Q3 202135 names$4.2B+$87.7M
• Q2 202135 names$4.0B+$826M
• Q1 202131 names$3.4B+$553M
• Q4 202029 names$3.2B−$76.8M
• Q3 202028 names$2.6B+$57.6M
• Q2 202028 names$2.4B+$194M
• Q1 202028 names$1.6B−$505M
• Q4 201927 names$2.4B+$30.5M
• Q3 201927 names$2.2B−$107M
• Q2 201924 names$2.4B−$335M
• Q1 201925 names$2.6B+$105M
• Q4 201823 names$1.9B−$733M
• Q3 201824 names$3.1B−$44.1M
• Q2 201826 names$2.7B+$93.1M
• Q1 201823 names$2.3B+$53.8M
• Q4 201721 names$2.0B−$298M
• Q3 201720 names$2.2B−$12.6M
• Q2 201718 names$2.1B−$177M
• Q1 201717 names$2.0B−$91.5M
• Q4 201616 names$1.9B+$159M
• Q3 201616 names$1.7B+$16.2M
• Q2 201617 names$1.7B—

What moved the book

The five software lines with the largest share change this quarter.

• Tyler TechnologiesTYL+$111M$132M
• WEX Inc.WEX+$56.9M$246M
• AkamaiAKAM+$49.4M$53.9M
• MicrosoftMSFT−$23.2M$223M
• VeriskVRSK−$17.7M$187M

Software held

• CoStarCSGP1,156,438 shares · 18.0% of their software · price +$76.0M$419M+$4.9M
• GuidewireGWRE3,086,544 shares · 10.7% of their software · price +$20.3M$249M−$5.1M
• WEX Inc.WEX1,573,513 shares · 10.6% of their software · price +$24.2M$246M+$56.9M
• MicrosoftMSFT2,439,578 shares · 9.6% of their software · price +$14.0M$223M−$23.2M
• VeevaVEEV2,957,442 shares · 9.3% of their software · price +$52.5M$216M+$5.0M
• VeriskVRSK1,802,471 shares · 8.0% of their software · price +$14.4M$187M−$17.7M
• AdobeADBE673,073 shares · 6.2% of their software · price +$27.5M$145M−$11.3M
• Tyler TechnologiesTYL624,118 shares · 5.6% of their software · price +$21.2M$132MNew · +$111M
• Euronet Worldwide, Inc.EEFT1,274,275 shares · 4.3% of their software · price −$6.8M$101M+$6.4M
• NICENICE846,502 shares · 3.4% of their software · price +$1.7M$79.5M+$4.2M
• ShopifySHOP586,391 shares · 3.1% of their software · price +$13.8M$73.1M+$17.7M
• WixWIX716,493 shares · 2.4% of their software · price +$15.8M$57.0M−$585K
• AkamaiAKAM759,201 shares · 2.3% of their software · price +$4.5M$53.9MNew · +$49.4M
• IntuitINTU290,425 shares · 2.2% of their software · price +$4.5M$50.3MFlat
• SalesforceCRM279,229 shares · 1.4% of their software · price +$3.9M$32.5M−$647K
• Roper Technologies, Inc.ROP86,877 shares · 1.0% of their software · price +$1.9M$24.4MFlat
• VaronisVRNS270,165 shares · 0.7% of their software · price +$3.2M$16.3MFlat
• QualysQLYS89,501 shares · 0.3% of their software · price +$1.2M$6.5MNew · +$5.3M
• Agilysys, Inc.AGYS434,906 shares · 0.2% of their software$5.2M+$570K
• Simulations PlusSLP286,307 shares · 0.2% of their software$4.2MFlat
• SAPSAP38,935 shares · 0.2% of their software$4.1M+$702K
• Sabre CorporationSABR167,504 shares · 0.2% of their software$3.6MNew · +$3.4M
• CadenceCDNS18,126 shares · 0.0% of their software$666KFlat