Blackline, Inc.
BL- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001666134
In the last 90 days, Blackline, Inc. insiders filed 0 open-market purchases and 2 sales; 246 institutions reported holding it in 13F filings for Q2 2026, worth $1.70B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Blackline, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 301
- +9 vs. Q3 2022
- Shares held
- 59.6M
- −357.1K (−0.6%) vs. Q3 2022
- Total value
- $4.01B
- +$418.7M (+11.7%) vs. Q3 2022
- New holders
- 47
- 83 more added
- Sold out
- 38
- 134 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 246 | $1.70B |
| Q1 2026 | 279 | $2.37B |
| Q4 2025 | 308 | $3.55B |
| Q3 2025 | 273 | $3.29B |
| Q2 2025 | 297 | $3.70B |
| Q1 2025 | 278 | $3.14B |
| Q4 2024 | 306 | $3.89B |
| Q3 2024 | 292 | $3.33B |
| Q2 2024 | 313 | $3.04B |
| Q1 2024 | 303 | $4.02B |
| Q4 2023 | 316 | $3.57B |
| Q3 2023 | 298 | $3.23B |
| Q2 2023 | 293 | $3.12B |
| Q1 2023 | 314 | $4.04B |
| Q4 2022 | 301 | $4.01B |
| Q3 2022 | 296 | $3.60B |
| Q2 2022 | 306 | $4.11B |
| Q1 2022 | 328 | $4.38B |
| Q4 2021 | 367 | $6.28B |
| Q3 2021 | 340 | $6.85B |
| Q2 2021 | 342 | $6.37B |
| Q1 2021 | 355 | $5.99B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Blackline, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $269 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7 | $471 | 0.00% | +6+600.0% | Added |
| My Personal CFO, LLC | 12 | $807 | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | −19−59.4% | Reduced |
| Baystate Wealth Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 17 | $1.14K | 0.00% | +17 | New |
| Gradient Investments LLC | 20 | $1.34K | 0.00% | −28−58.3% | Reduced |
| Your Advocates Ltd., LLP | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 27 | $1.82K | 0.00% | −22−44.9% | Reduced |
| Norway Savings Bank | 30 | $2.02K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $2.29K | 0.00% | −8−19.0% | Reduced |
| Accurate Wealth Management, LLC | 33 | $2.34K | 0.00% | +33 | New |
| Compagnie Lombard Odier SCmA | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 45 | $3.03K | 0.00% | +45 | New |
| Raleigh Capital Management Inc. | 47 | $3.16K | 0.00% | +47 | New |
| TD Private Client Wealth LLC | 49 | $3.30K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $3.50K | 0.00% | −235−81.9% | Reduced |
| Quarry LP | 52 | $3.50K | 0.00% | +52 | New |
| FinTrust Capital Advisors, LLC | 55 | $3.70K | 0.00% | −221−80.1% | Reduced |
| Massmutual Trust Co FSB | 64 | $4.00K | 0.00% | +7+12.3% | Added |
| MBM Wealth Consultants, LLC | 52 | $4.00K | 0.00% | +52 | New |
| Manchester Capital Management LLC | 65 | $4.37K | 0.00% | +32+97.0% | Added |
| Northwestern Mutual Wealth Management Co | 67 | $4.51K | 0.00% | +67 | New |
| Farther Finance Advisors, LLC | 70 | $4.71K | 0.00% | +70 | New |
| Pinebridge Investments, L.P. | 77 | $5.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $5.18K | 0.00% | +3+4.1% | Added |
| Wolff Wiese Magana LLC | 82 | $5.52K | 0.00% | −502−86.0% | Reduced |
| Providence Capital Advisors, LLC | 100 | $6.73K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 110 | $7.40K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 122 | $8.21K | 0.00% | −145−54.3% | Reduced |
| Private Trust Co NA | 149 | $10.0K | 0.00% | +15+11.2% | Added |
| Franklin Resources Inc | 153 | $10.3K | 0.00% | −181−54.2% | Reduced |
| Colonial Trust Co | 160 | $10.8K | 0.00% | +160 | New |
| Quadrant Capital Group LLC | 167 | $11.2K | 0.00% | −900−84.3% | Reduced |
| Belpointe Asset Management LLC | 177 | $11.9K | 0.00% | +177 | New |
| Covestor Ltd | 172 | $12.0K | 0.01% | +16+10.3% | Added |
| Harbour Investments, Inc. | 187 | $12.6K | 0.00% | −37−16.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 192 | $13.0K | 0.00% | −34−15.0% | Reduced |
| Zions Bancorporation, N.A. | 215 | $14.5K | 0.00% | +215 | New |
| Operose Advisors LLC | 250 | $16.8K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 278 | $18.7K | 0.00% | −57−17.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 283 | $19.0K | 0.00% | −14−4.7% | Reduced |
| GoalVest Advisory LLC | 304 | $20.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 305 | $21.0K | 0.00% | +19+6.6% | Added |
| Cullen/Frost Bankers, Inc. | 436 | $29.3K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 450 | $30.3K | 0.01% | +450 | New |
| Cornerstone Planning Group LLC | 484 | $31.9K | 0.01% | +484 | New |
| FNY Investment Advisers, LLC | 500 | $33.0K | 0.05% | +500 | New |
| Allspring Global Investments Holdings, LLC | 579 | $38.9K | 0.00% | −13−2.2% | Reduced |
| CVA Family Office, LLC | 615 | $41.4K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 622 | $42.0K | 0.00% | −80−11.4% | Reduced |
| Tower Research Capital LLC (TRC) | 640 | $43.0K | 0.00% | −3,263−83.6% | Reduced |
| Mascoma Wealth Management LLC | 652 | $43.9K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 663 | $44.6K | 0.01% | −9−1.3% | Reduced |
| Tradition Wealth Management, LLC | 664 | $45.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 705 | $47.0K | 0.00% | −50−6.6% | Reduced |
| Asset Management One Co.,Ltd. | 833 | $56.2K | 0.00% | −3−0.4% | Reduced |
| Park Place Capital Corp | 895 | $60.0K | 0.02% | +895 | New |
| Signaturefd, LLC | 924 | $62.2K | 0.00% | −299−24.4% | Reduced |
| GWM Advisors LLC | 1,589 | $69.5K | 0.00% | +1,589 | New |
| IFP Advisors, Inc | 1,551 | $71.0K | 0.00% | −49−3.1% | Reduced |
| Benjamin Edwards Inc | 1,207 | $81.0K | 0.02% | +189+18.6% | Added |
| Advisors Asset Management, Inc. | 1,246 | $83.8K | 0.00% | −456−26.8% | Reduced |
| Globeflex Capital L P | 1,267 | $85.2K | 0.01% | +13+1.0% | Added |
| HM Payson & Co | 1,275 | $85.8K | 0.00% | −300−19.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,575 | $106.0K | 0.00% | +8+0.5% | Added |
| PEAK6 Investments LLC | 1,603 | $107.8K | 0.01% | +1,603 | New |
| Parkside Financial Bank & Trust | 1,658 | $111.5K | 0.03% | +3+0.2% | Added |
| Lazard Asset Management LLC | 1,675 | $112.0K | 0.00% | +470+39.0% | Added |
| DuPont Capital Management Corp | 1,752 | $117.9K | 0.01% | +1,752 | New |
| Fifth Third Bancorp | 1,847 | $124.2K | 0.00% | −57−3.0% | Reduced |
| Shell Asset Management Co | 1,953 | $131.0K | 0.01% | −397−16.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,999 | $134.5K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,246 | $151.1K | 0.01% | −523−18.9% | Reduced |
| Advisory Services Network, LLC | 2,296 | $154.5K | 0.00% | +2,296 | New |
| Assetmark, Inc | 2,667 | $179.4K | 0.00% | +814+43.9% | Added |
| Parallel Advisors, LLC | 2,689 | $180.9K | 0.01% | −27−1.0% | Reduced |
| SRS Capital Advisors, Inc. | 2,735 | $184.0K | 0.03% | −36−1.3% | Reduced |
| HBK Sorce Advisory LLC | 3,086 | $208.0K | 0.01% | −539−14.9% | Reduced |
| Commonwealth Equity Services, LLC | 3,118 | $209.0K | 0.00% | +3,118 | New |
| JustInvest LLC | 3,153 | $212.1K | 0.01% | +3,153 | New |
| Kestra Advisory Services, LLC | 3,157 | $212.4K | 0.00% | +3,157 | New |
| Xponance, Inc. | 3,163 | $212.8K | 0.00% | +3,163 | New |
| Resources Investment Advisors, LLC. | 3,191 | $214.7K | 0.01% | +3,191 | New |
| Atria Wealth Solutions, Inc. | 3,200 | $215.3K | 0.00% | −3,956−55.3% | Reduced |
| AQR Capital Management LLC | 3,344 | $225.0K | 0.00% | −2,593−43.7% | Reduced |
| Wealth Alliance | 3,351 | $225.4K | 0.04% | +3,351 | New |
| Metropolitan Life Insurance Co | 3,386 | $227.8K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,431 | $230.8K | 0.00% | −181−5.0% | Reduced |
| Financial Consulate, Inc | 3,432 | $230.9K | 0.08% | +90+2.7% | Added |
| Dimensional Fund Advisors LP | 3,574 | $240.0K | 0.00% | −9,281−72.2% | Reduced |
| Wedbush Securities Inc | 3,617 | $243.0K | 0.01% | −165−4.4% | Reduced |
| Baron Wealth Management LLC | 3,708 | $249.4K | 0.19% | +3,708 | New |
| Alliance Wealth Advisors, LLC | 3,748 | $252.1K | 0.11% | +3,748 | New |
| Perigon Wealth Management, LLC | 3,777 | $254.1K | 0.02% | +134+3.7% | Added |
| Snowden Capital Advisors LLC | 3,823 | $257.2K | 0.01% | +241+6.7% | Added |
| SkyOak Wealth, LLC | 3,937 | $264.8K | 0.09% | −249−5.9% | Reduced |
| Tudor Investment Corp Et Al | 4,028 | $271.0K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 4,034 | $271.4K | 0.00% | −10,766−72.7% | Reduced |