William Blair & Company’s Kratos Defense & Security Solutions KTOS Stock Holding History

William Blair & Company’s Portfolio KTOS Stock Details KTOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$530K	Buy	7,512 +2,975	+66%	+$285K	﹤0.01%	1128
2025 Q4	$344K	Buy	4,537 +1,297	+40%	+$106K	﹤0.01%	1261
2025 Q3	$296K	Buy	+3,240	New	+$207K	﹤0.01%	1307
2023 Q4	–	Sell	-10,700	Closed	-$161K	–	1820
2023 Q3	$161K	Buy	+10,700	New	+$159K	﹤0.01%	1431
2016 Q4	–	Sell	-10,000	Closed	-$69K	–	1437
2016 Q3	$69K	Hold	10,000	–	–	﹤0.01%	1245
2016 Q2	$41K	Hold	10,000	–	–	﹤0.01%	1200
2016 Q1	$49K	Hold	10,000	–	–	﹤0.01%	1151
2015 Q4	$41K	Buy	+10,000	New	+$44.3K	﹤0.01%	1179

Other funds holding KTOS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

William Blair & Company's KTOS Position: Q1 2026 in Review

William Blair & Company increased its Kratos Defense & Security Solutions (KTOS) stake by 66% in Q1 2026, buying an estimated $285K and bringing the position to 7,512 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

William Blair & Company first reported a position in KTOS in Q4 2015 and has held it in 8 quarters since. 712 funds tracked by Wall St. Rank hold KTOS as of Q1 2026.

William Blair & Company held 7,512 shares of Kratos Defense & Security Solutions worth $530K as of Q1 2026.
William Blair & Company bought 2,975 Kratos Defense & Security Solutions shares in Q1 2026, an estimated $285K.
Kratos Defense & Security Solutions made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1128 holding.
William Blair & Company first reported a position in Kratos Defense & Security Solutions in Q4 2015 and has held it in 8 quarters since.
712 funds tracked by Wall St. Rank held Kratos Defense & Security Solutions as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.