William Blair Investment Management
WK icon

William Blair Investment Management’s Workiva WK Stock Holding History

William Blair Investment Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-445,628
Closed -$48.8M – 467
2024
Q4 		$48.8M Buy
445,628
+49,549
+13% +$4.57M 0.12% 157
2024
Q3 		$31.3M Buy
396,079
+18,247
+5% +$1.37M 0.08% 225
2024
Q2 		$27.6M Buy
377,832
+29,005
+8% +$2.28M 0.07% 244
2024
Q1 		$29.6M Buy
348,827
+19,940
+6% +$1.8M 0.08% 245
2023
Q4 		$33.4M Sell
328,887
-25,637
-7% -$2.47M 0.1% 206
2023
Q3 		$35.9M Buy
354,524
+15,351
+5% +$1.6M 0.12% 166
2023
Q2 		$34.5M Buy
339,173
+8,112
+2% +$780K 0.11% 203
2023
Q1 		$33.9M Buy
331,061
+145,535
+78% +$13.2M 0.12% 190
2022
Q4 		$15.6M Buy
185,526
+2,185
+1% +$169K 0.06% 281
2022
Q3 		$14.3M Sell
183,341
-776,014
-81% -$53M 0.06% 283
2022
Q2 		$63.3M Sell
959,355
-17,723
-2% -$1.48M 0.23% 119
2022
Q1 		$115M Sell
977,078
-489,972
-33% -$54.2M 0.34% 99
2021
Q4 		$191M Buy
1,467,050
+328,993
+29% +$46.4M 0.52% 68
2021
Q3 		$160M Sell
1,138,057
-16,237
-1% -$2.2M 0.45% 78
2021
Q2 		$129M Sell
1,154,294
-19,360
-2% -$1.88M 0.4% 96
2021
Q1 		$104M Buy
+1,173,654
New +$116M 0.34% 99

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RP
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return