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, Q2 2023
Institutional positions in Blackline, Inc. as of Jun 30, 2023. 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
- 293
- −21 vs. Q1 2023
- Shares held
- 58.0M
- −2.12M (−3.5%) vs. Q1 2023
- Total value
- $3.12B
- −$918.6M (−22.7%) vs. Q1 2023
- New holders
- 41
- 109 more added
- Sold out
- 62
- 95 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Blackline, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Paloma Partners Management Co | 2 | $108 | 0.00% | +2 | New |
| Glassman Wealth Services | 3 | $161 | 0.00% | −14−82.4% | Reduced |
| Raffa Wealth Management, LLC | 4 | $215 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $269 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $753 | 0.00% | −20−58.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 15 | $807 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $1.08K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 25 | $1.35K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 25 | $1.35K | 0.00% | +18+257.1% | Added |
| National Bank of Canada | 30 | $1.61K | 0.00% | +30 | New |
| Fisher Asset Management, LLC | 32 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 45 | $2.00K | 0.00% | +45 | New |
| Cherry Tree Wealth Management, LLC | 43 | $2.31K | 0.00% | +43 | New |
| TD Private Client Wealth LLC | 49 | $2.64K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 50 | $2.69K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 | $3.07K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 67 | $3.61K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 55 | $3.70K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 69 | $4.00K | 0.00% | +66+2,200.0% | Added |
| Bell Investment Advisors, Inc | 79 | $4.25K | 0.00% | +3+3.9% | Added |
| Elequin Capital LP | 84 | $4.52K | 0.00% | +84 | New |
| Raleigh Capital Management Inc. | 85 | $4.59K | 0.00% | +26+44.1% | Added |
| Allworth Financial LP | 86 | $4.63K | 0.00% | −67−43.8% | Reduced |
| Foster Dykema Cabot & Co Inc | 91 | $5.00K | 0.00% | +91 | New |
| Point72 Asset Management, L.P. | 100 | $5.38K | 0.00% | −27,829−99.6% | Reduced |
| Providence Capital Advisors, LLC | 100 | $5.38K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 110 | $5.92K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 113 | $6.08K | 0.00% | −811−87.8% | Reduced |
| Wolff Wiese Magana LLC | 119 | $6.41K | 0.00% | +62+108.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 137 | $7.00K | 0.00% | −9−6.2% | Reduced |
| Sunbelt Securities, Inc. | 143 | $7.70K | 0.00% | +35+32.4% | Added |
| Private Trust Co NA | 149 | $8.02K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 153 | $8.23K | 0.00% | −398,949−100.0% | Reduced |
| Venturi Wealth Management, LLC | 153 | $8.23K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 160 | $8.66K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 219 | $12.0K | 0.00% | −289−56.9% | Reduced |
| CWM, LLC | 237 | $13.0K | 0.00% | −61−20.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 244 | $13.1K | 0.00% | −5−2.0% | Reduced |
| Operose Advisors LLC | 250 | $13.5K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 280 | $15.1K | 0.01% | +280 | New |
| Cornerstone Planning Group LLC | 332 | $17.9K | 0.01% | +332 | New |
| Evermay Wealth Management LLC | 364 | $19.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 404 | $21.7K | 0.00% | −146−26.5% | Reduced |
| M&R Capital Management Inc | 460 | $24.8K | 0.01% | +460 | New |
| Benjamin F. Edwards & Company, Inc. | 547 | $29.0K | 0.00% | −75−12.1% | Reduced |
| CVA Family Office, LLC | 615 | $33.1K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 635 | $34.2K | 0.02% | +115+22.1% | Added |
| Tradition Wealth Management, LLC | 664 | $36.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 672 | $36.2K | 0.00% | +595+772.7% | Added |
| Spire Wealth Management | 705 | $37.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 771 | $41.5K | 0.00% | +558+262.0% | Added |
| GWM Advisors LLC | 795 | $42.8K | 0.00% | +254+47.0% | Added |
| Covestor Ltd | 796 | $43.0K | 0.03% | +639+407.0% | Added |
| Park Place Capital Corp | 881 | $47.4K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,000 | $53.8K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,000 | $54.0K | 0.02% | +1,000 | New |
| HM Payson & Co | 1,075 | $57.9K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,125 | $61.0K | 0.00% | +1,125 | New |
| Harbor Investment Advisory, LLC | 1,206 | $64.9K | 0.01% | −567−32.0% | Reduced |
| Benjamin Edwards Inc | 1,244 | $67.0K | 0.02% | −130−9.5% | Reduced |
| Globeflex Capital L P | 1,321 | $71.1K | 0.01% | +54+4.3% | Added |
| Nisa Investment Advisors, LLC | 1,498 | $80.6K | 0.00% | +587+64.4% | Added |
| Tower Research Capital LLC (TRC) | 1,700 | $91.5K | 0.00% | +482+39.6% | Added |
| Parkside Financial Bank & Trust | 1,727 | $92.9K | 0.02% | +89+5.4% | Added |
| First Horizon Advisors, Inc. | 1,898 | $102.1K | 0.00% | −104−5.2% | Reduced |
| Shell Asset Management Co | 1,935 | $104.0K | 0.00% | −11−0.6% | Reduced |
| FNY Investment Advisers, LLC | 2,000 | $107.0K | 0.14% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,024 | $108.0K | 0.00% | +2,024 | New |
| SRS Capital Advisors, Inc. | 2,101 | $113.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,212 | $119.0K | 0.00% | +396+21.8% | Added |
| Bessemer Group Inc | 2,364 | $127.0K | 0.00% | −85,677−97.3% | Reduced |
| STRS Ohio | 2,600 | $139.0K | 0.00% | −1,400−35.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,624 | $141.2K | 0.00% | +797+43.6% | Added |
| Parallel Advisors, LLC | 2,904 | $156.3K | 0.01% | +217+8.1% | Added |
| Metropolitan Life Insurance Co | 3,032 | $163.2K | 0.01% | +60+2.0% | Added |
| Cetera Investment Advisers | 3,764 | $202.6K | 0.00% | +15+0.4% | Added |
| We Are One Seven, LLC | 3,793 | $204.1K | 0.02% | −134−3.4% | Reduced |
| Alliance Wealth Advisors, LLC | 3,870 | $208.3K | 0.08% | −87−2.2% | Reduced |
| Synovus Financial Corp | 4,013 | $216.0K | 0.00% | −1,195−22.9% | Reduced |
| State of Wyoming | 4,019 | $216.3K | 0.06% | +563+16.3% | Added |
| DC Investments Management, LLC | 4,087 | $220.0K | 0.25% | 00.0% | Unchanged |
| Hardy Reed LLC | 4,093 | $220.3K | 0.04% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 4,098 | $220.6K | 0.00% | +70+1.7% | Added |
| SYSTM Wealth Solutions LLC | 4,223 | $227.3K | 0.03% | +62+1.5% | Added |
| Whittier Trust Co | 4,362 | $234.7K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,410 | $237.3K | 0.04% | +4,410 | New |
| Princeton Capital Management LLC | 4,442 | $239.1K | 0.10% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 4,562 | $245.5K | 0.03% | +4,562 | New |
| Ameritas Investment Partners, Inc. | 4,658 | $250.7K | 0.01% | +327+7.6% | Added |
| Cim Investment Mangement Inc | 4,691 | $252.5K | 0.09% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,877 | $262.0K | 0.00% | −136−2.7% | Reduced |
| Aigen Investment Management, LP | 4,901 | $263.8K | 0.04% | +4,901 | New |
| Akaris Global Partners, LP | 5,267 | $283.5K | 0.07% | 00.0% | Unchanged |
| Victory Capital Management Inc | 5,368 | $288.9K | 0.00% | −123−2.2% | Reduced |
| Prudential Financial Inc | 5,425 | $292.0K | 0.00% | −1,035−16.0% | Reduced |
| Verdence Capital Advisors LLC | 5,609 | $301.9K | 0.04% | −186−3.2% | Reduced |
| Precision Wealth Strategies, LLC | 5,759 | $309.9K | 0.51% | −133−2.3% | Reduced |
| Crossmark Global Holdings, Inc. | 5,616 | $318.0K | 0.01% | +8+0.1% | Added |
| Public Employees Retirement Association of Colorado | 5,978 | $322.0K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 6,279 | $337.9K | 0.04% | −921−12.8% | Reduced |