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, Q3 2023
Institutional positions in Blackline, Inc. as of Sep 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
- 298
- +8 vs. Q2 2023
- Shares held
- 58.2M
- +283.8K (+0.5%) vs. Q2 2023
- Total value
- $3.23B
- +$110.0M (+3.5%) vs. Q2 2023
- New holders
- 47
- 85 more added
- Sold out
- 39
- 110 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Blackline, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 2 | $111 | 0.00% | +2 | New |
| Glassman Wealth Services | 3 | $166 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $222 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $269 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 5 | $277 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 9 | $499 | 0.00% | −58−86.6% | Reduced |
| Quadrant Capital Group LLC | 13 | $721 | 0.00% | +13 | New |
| FinTrust Capital Advisors, LLC | 13 | $740 | 0.00% | −42−76.4% | Reduced |
| Versant Capital Management, Inc | 14 | $777 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 17 | $831 | 0.00% | +17 | New |
| GPS Wealth Strategies Group, LLC | 15 | $832 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +15 | New |
| Larson Financial Group LLC | 23 | $1.28K | 0.00% | +23 | New |
| Your Advocates Ltd., LLP | 25 | $1.39K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 25 | $1.39K | 0.00% | +23+1,150.0% | Added |
| National Bank of Canada | 30 | $1.60K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 32 | $1.77K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 38 | $2.11K | 0.00% | +18+90.0% | Added |
| Spire Wealth Management | 41 | $2.27K | 0.00% | −664−94.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 43 | $2.39K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 49 | $2.72K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 50 | $2.77K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 | $3.16K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 71 | $3.94K | 0.00% | −15−17.4% | Reduced |
| Bell Investment Advisors, Inc | 87 | $4.83K | 0.00% | +8+10.1% | Added |
| Northwestern Mutual Wealth Management Co | 95 | $5.27K | 0.00% | −149−61.1% | Reduced |
| Providence Capital Advisors, LLC | 100 | $5.55K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 103 | $5.71K | 0.00% | +103 | New |
| Raleigh Capital Management Inc. | 104 | $5.79K | 0.00% | +19+22.4% | Added |
| Iron Horse Wealth Management, LLC | 108 | $5.99K | 0.00% | +108 | New |
| Signaturefd, LLC | 113 | $6.27K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 119 | $6.60K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 126 | $7.00K | 0.00% | −11−8.0% | Reduced |
| Sunbelt Securities, Inc. | 143 | $7.93K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 149 | $8.27K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 153 | $8.49K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 156 | $8.65K | 0.00% | +156 | New |
| Franklin Resources Inc | 159 | $8.82K | 0.00% | −11,297−98.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 192 | $10.0K | 0.00% | −27−12.3% | Reduced |
| Cornerstone Planning Group LLC | 209 | $11.6K | 0.00% | −123−37.0% | Reduced |
| CWM, LLC | 232 | $13.0K | 0.00% | −5−2.1% | Reduced |
| Colonial Trust Co | 239 | $13.5K | 0.00% | +79+49.4% | Added |
| Evermay Wealth Management LLC | 364 | $20.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 404 | $22.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 409 | $22.7K | 0.02% | +299+271.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 547 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 664 | $37.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 734 | $40.7K | 0.00% | −37−4.8% | Reduced |
| Tower Research Capital LLC (TRC) | 803 | $44.5K | 0.00% | −897−52.8% | Reduced |
| Park Place Capital Corp | 881 | $48.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 906 | $50.0K | 0.04% | +110+13.8% | Added |
| Point72 Asset Management, L.P. | 924 | $51.3K | 0.00% | +824+824.0% | Added |
| Federated Hermes, Inc. | 926 | $51.4K | 0.00% | +773+505.2% | Added |
| Operose Advisors LLC | 978 | $54.3K | 0.02% | +728+291.2% | Added |
| Barrett & Company, Inc. | 1,000 | $55.5K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,066 | $59.1K | 0.00% | +1,066 | New |
| HM Payson & Co | 1,075 | $59.6K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,125 | $62.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,206 | $66.9K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,199 | $67.0K | 0.00% | +1,199 | New |
| Benjamin Edwards Inc | 1,244 | $69.0K | 0.02% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,321 | $73.3K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,348 | $74.0K | 0.01% | +1,348 | New |
| Headlands Technologies LLC | 1,433 | $79.5K | 0.04% | +1,433 | New |
| Nisa Investment Advisors, LLC | 1,498 | $83.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,609 | $87.1K | 0.00% | −63,918−97.5% | Reduced |
| First Horizon Advisors, Inc. | 1,656 | $91.9K | 0.00% | −242−12.8% | Reduced |
| Parkside Financial Bank & Trust | 1,903 | $105.6K | 0.02% | +176+10.2% | Added |
| Shell Asset Management Co | 1,905 | $106.0K | 0.00% | −30−1.6% | Reduced |
| Fifth Third Bancorp | 1,963 | $108.9K | 0.00% | −249−11.3% | Reduced |
| FNY Investment Advisers, LLC | 2,000 | $110.0K | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,364 | $131.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,379 | $132.0K | 0.00% | −245−9.3% | Reduced |
| Cubist Systematic Strategies, LLC | 2,755 | $152.8K | 0.00% | −124,416−97.8% | Reduced |
| Parallel Advisors, LLC | 2,904 | $161.1K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 3,100 | $171.0K | 0.00% | +500+19.2% | Added |
| State of Wyoming | 3,158 | $175.2K | 0.04% | −861−21.4% | Reduced |
| Metropolitan Life Insurance Co | 3,247 | $180.1K | 0.01% | +215+7.1% | Added |
| Icon Wealth Partners, LLC | 3,693 | $204.9K | 0.02% | −2,586−41.2% | Reduced |
| XTX Topco Ltd | 3,698 | $205.1K | 0.04% | −712−16.1% | Reduced |
| Baron Wealth Management LLC | 3,760 | $208.6K | 0.13% | +3,760 | New |
| We Are One Seven, LLC | 3,763 | $208.7K | 0.02% | −30−0.8% | Reduced |
| Dakota Wealth Management | 3,779 | $209.6K | 0.01% | +3,779 | New |
| Wrapmanager Inc | 3,858 | $214.0K | 0.07% | +3,858 | New |
| Wealth Alliance | 3,870 | $214.6K | 0.03% | +3,870 | New |
| Alliance Wealth Advisors, LLC | 3,929 | $217.9K | 0.08% | +59+1.5% | Added |
| Tudor Investment Corp Et Al | 4,028 | $223.4K | 0.00% | −70−1.7% | Reduced |
| DC Investments Management, LLC | 4,087 | $226.7K | 0.28% | 00.0% | Unchanged |
| Hardy Reed LLC | 4,093 | $227.0K | 0.04% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 4,103 | $227.6K | 0.03% | −120−2.8% | Reduced |
| Whittier Trust Co | 4,362 | $242.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 4,400 | $244.1K | 0.00% | +4,400 | New |
| Echo Street Capital Management LLC | 4,430 | $245.7K | 0.00% | −33,318−88.3% | Reduced |
| Princeton Capital Management LLC | 4,442 | $246.4K | 0.11% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,444 | $246.5K | 0.00% | +4,444 | New |
| Virtu Financial LLC | 4,473 | $248.0K | 0.02% | −3,451−43.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,500 | $250.0K | 0.00% | −377−7.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,546 | $252.2K | 0.04% | +4,546 | New |
| Mariner, LLC | 4,591 | $254.7K | 0.00% | +4,591 | New |
| Graham Capital Management, L.P. | 4,599 | $255.1K | 0.01% | −15,207−76.8% | Reduced |