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 2023
Institutional positions in Blackline, Inc. as of Dec 31, 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
- 316
- +22 vs. Q3 2023
- Shares held
- 57.1M
- −1.10M (−1.9%) vs. Q3 2023
- Total value
- $3.57B
- +$337.2M (+10.4%) vs. Q3 2023
- New holders
- 51
- 94 more added
- Sold out
- 29
- 120 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Blackline, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 3 | $187 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $250 | 0.00% | −10−71.4% | Reduced |
| Raffa Wealth Management, LLC | 4 | $250 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $312 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 5 | $312 | 0.00% | +5 | New |
| Baystate Wealth Management LLC | 9 | $562 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 11 | $683 | 0.00% | −6−35.3% | Reduced |
| Allworth Financial LP | 13 | $812 | 0.00% | −58−81.7% | Reduced |
| FinTrust Capital Advisors, LLC | 13 | $833 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 14 | $874 | 0.00% | +9+180.0% | Added |
| Valued Wealth Advisors LLC | 16 | $888 | 0.00% | +16 | New |
| Lindbrook Capital, LLC | 19 | $1.19K | 0.00% | +19 | New |
| EverSource Wealth Advisors, LLC | 19 | $1.19K | 0.00% | +19 | New |
| Naples Money Management LLC | 19 | $1.19K | 0.00% | +19 | New |
| Fairman Group, LLC | 22 | $1.37K | 0.00% | +22 | New |
| Your Advocates Ltd., LLP | 25 | $1.56K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 30 | $1.77K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $2.19K | 0.00% | −22−38.6% | Reduced |
| Gradient Investments LLC | 38 | $2.37K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 41 | $2.45K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 43 | $2.69K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 49 | $3.06K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 50 | $3.12K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 60 | $3.46K | 0.00% | +60 | New |
| Turtle Creek Wealth Advisors, LLC | 59 | $3.68K | 0.00% | +59 | New |
| Bell Investment Advisors, Inc | 61 | $3.81K | 0.00% | −26−29.9% | Reduced |
| Paloma Partners Management Co | 80 | $5.00K | 0.00% | +55+220.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 103 | $5.80K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 100 | $6.24K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $6.24K | 0.00% | +100 | New |
| Raleigh Capital Management Inc. | 113 | $7.08K | 0.00% | +9+8.7% | Added |
| Wolff Wiese Magana LLC | 119 | $7.43K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 121 | $7.55K | 0.00% | +8+7.1% | Added |
| Quadrant Capital Group LLC | 121 | $7.56K | 0.00% | +108+830.8% | Added |
| GWM Advisors LLC | 131 | $8.18K | 0.00% | +131 | New |
| Sunbelt Securities, Inc. | 143 | $8.93K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 147 | $9.18K | 0.00% | −12−7.5% | Reduced |
| Quarry LP | 147 | $9.18K | 0.00% | +147 | New |
| Venturi Wealth Management, LLC | 153 | $9.55K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 156 | $9.74K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 166 | $10.4K | 0.00% | +17+11.4% | Added |
| GAMMA Investing LLC | 214 | $12.6K | 0.00% | +214 | New |
| Migdal Insurance & Financial Holdings Ltd. | 206 | $13.0K | 0.00% | +14+7.3% | Added |
| Cornerstone Planning Group LLC | 209 | $13.1K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 218 | $13.6K | 0.00% | +218 | New |
| Principal Securities, Inc. | 229 | $14.3K | 0.00% | +229 | New |
| Colonial Trust Co | 239 | $15.5K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 250 | $15.6K | 0.01% | −728−74.4% | Reduced |
| Johnson Financial Group, Inc. | 266 | $16.6K | 0.00% | +266 | New |
| McGlone Suttner Wealth Management, Inc. | 324 | $20.2K | 0.00% | +324 | New |
| Evermay Wealth Management LLC | 364 | $22.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 409 | $25.5K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 452 | $28.0K | 0.00% | +220+94.8% | Added |
| FNY Investment Advisers, LLC | 500 | $31.0K | 0.03% | −1,500−75.0% | Reduced |
| Group One Trading, L.P. | 500 | $31.2K | 0.00% | −566−53.1% | Reduced |
| Nisa Investment Advisors, LLC | 506 | $31.6K | 0.00% | −992−66.2% | Reduced |
| Russell Investments Group, Ltd. | 514 | $32.1K | 0.00% | −1,095−68.1% | Reduced |
| CVA Family Office, LLC | 615 | $38.4K | 0.01% | +615 | New |
| Tradition Wealth Management, LLC | 664 | $41.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 718 | $44.8K | 0.00% | −16−2.2% | Reduced |
| SYSTM Wealth Solutions LLC | 747 | $46.6K | 0.01% | −3,356−81.8% | Reduced |
| HM Payson & Co | 775 | $48.4K | 0.00% | −300−27.9% | Reduced |
| Federated Hermes, Inc. | 798 | $49.8K | 0.00% | −128−13.8% | Reduced |
| Park Place Capital Corp | 862 | $53.8K | 0.02% | −19−2.2% | Reduced |
| Smartleaf Asset Management LLC | 958 | $62.0K | 0.02% | +958 | New |
| Asset Management One Co.,Ltd. | 966 | $62.6K | 0.00% | −4,551−82.5% | Reduced |
| Virtus Fund Advisers, LLC | 1,086 | $67.8K | 0.42% | +1,086 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,125 | $70.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,155 | $72.0K | 0.05% | +249+27.5% | Added |
| KBC Group NV | 1,199 | $75.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,206 | $75.3K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,249 | $78.0K | 0.02% | +5+0.4% | Added |
| Broadwater Capital Management LLC | 1,300 | $81.2K | 0.06% | +1,300 | New |
| Globeflex Capital L P | 1,321 | $82.5K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,439 | $89.9K | 0.03% | +6+0.4% | Added |
| Shell Asset Management Co | 1,464 | $91.0K | 0.00% | −441−23.1% | Reduced |
| Advisory Services Network, LLC | 1,582 | $98.8K | 0.00% | +1,582 | New |
| First Horizon Advisors, Inc. | 1,733 | $108.2K | 0.00% | +77+4.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,829 | $114.2K | 0.00% | +1,734+1,825.3% | Added |
| Fifth Third Bancorp | 1,919 | $119.8K | 0.00% | −44−2.2% | Reduced |
| Parkside Financial Bank & Trust | 2,065 | $128.9K | 0.02% | +162+8.5% | Added |
| Parallel Advisors, LLC | 2,643 | $165.0K | 0.00% | −261−9.0% | Reduced |
| SG Americas Securities, LLC | 2,959 | $185.0K | 0.00% | −37,601−92.7% | Reduced |
| Old National Bancorp | 3,237 | $202.1K | 0.01% | +3,237 | New |
| Metropolitan Life Insurance Co | 3,247 | $202.7K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,354 | $209.0K | 0.00% | +2,807+513.2% | Added |
| Verition Fund Management LLC | 3,369 | $210.4K | 0.00% | −1,847−35.4% | Reduced |
| Mackenzie Financial Corp | 3,431 | $214.2K | 0.00% | +3,431 | New |
| Xponance, Inc. | 3,441 | $214.9K | 0.00% | +3,441 | New |
| We Are One Seven, LLC | 3,605 | $225.1K | 0.01% | −158−4.2% | Reduced |
| Creative Planning | 3,614 | $225.7K | 0.00% | +3,614 | New |
| Sciencast Management LP | 3,636 | $227.0K | 0.12% | +3,636 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,686 | $230.2K | 0.04% | −860−18.9% | Reduced |
| STRS Ohio | 3,700 | $231.0K | 0.00% | +600+19.4% | Added |
| Dakota Wealth Management | 3,734 | $233.2K | 0.01% | −45−1.2% | Reduced |
| Baron Wealth Management LLC | 3,760 | $234.8K | 0.13% | 00.0% | Unchanged |
| Wealth Alliance | 3,786 | $236.4K | 0.03% | −84−2.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,881 | $242.0K | 0.00% | −619−13.8% | Reduced |
| Alliance Wealth Advisors, LLC | 3,954 | $246.9K | 0.08% | +25+0.6% | Added |
| Lazard Asset Management LLC | 4,081 | $254.0K | 0.00% | +4,081 | New |