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; 247 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 | 247 | $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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 5,823 | $363.6K | 0.00% | +5,823 | New |
| ClariVest Asset Management LLC | 5,626 | $351.3K | 0.02% | +5,626 | New |
| Icon Wealth Advisors, LLC | 5,480 | $342.2K | 0.04% | +5,480 | New |
| DFPG Investments, LLC | 5,861 | $330.3K | 0.03% | −691−10.5% | Reduced |
| Fox Run Management, L.L.C. | 5,085 | $317.5K | 0.08% | +5,085 | New |
| Norden Group LLC | 5,083 | $317.4K | 0.06% | −910−15.2% | Reduced |
| Wrapmanager Inc | 4,981 | $311.0K | 0.09% | +1,123+29.1% | Added |
| State of Wyoming | 4,813 | $300.5K | 0.06% | +1,655+52.4% | Added |
| Bayesian Capital Management, LP | 4,713 | $294.3K | 0.03% | +4,713 | New |
| Cim Investment Mangement Inc | 4,691 | $292.9K | 0.09% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,503 | $281.2K | 0.00% | +4,503 | New |
| Gotham Asset Management, LLC | 4,496 | $280.7K | 0.01% | +4,496 | New |
| Mariner, LLC | 4,364 | $272.5K | 0.00% | −227−4.9% | Reduced |
| Whittier Trust Co | 4,285 | $267.5K | 0.00% | −77−1.8% | Reduced |
| Princeton Capital Management LLC | 4,250 | $265.4K | 0.11% | −192−4.3% | Reduced |
| DC Investments Management, LLC | 4,087 | $255.2K | 0.26% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,081 | $254.0K | 0.00% | +4,081 | New |
| Alliance Wealth Advisors, LLC | 3,954 | $246.9K | 0.08% | +25+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,881 | $242.0K | 0.00% | −619−13.8% | Reduced |
| Wealth Alliance | 3,786 | $236.4K | 0.03% | −84−2.2% | Reduced |
| Baron Wealth Management LLC | 3,760 | $234.8K | 0.13% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,734 | $233.2K | 0.01% | −45−1.2% | Reduced |
| STRS Ohio | 3,700 | $231.0K | 0.00% | +600+19.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,686 | $230.2K | 0.04% | −860−18.9% | Reduced |
| Sciencast Management LP | 3,636 | $227.0K | 0.12% | +3,636 | New |
| Creative Planning | 3,614 | $225.7K | 0.00% | +3,614 | New |
| We Are One Seven, LLC | 3,605 | $225.1K | 0.01% | −158−4.2% | Reduced |
| Xponance, Inc. | 3,441 | $214.9K | 0.00% | +3,441 | New |
| Mackenzie Financial Corp | 3,431 | $214.2K | 0.00% | +3,431 | New |
| Verition Fund Management LLC | 3,369 | $210.4K | 0.00% | −1,847−35.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,354 | $209.0K | 0.00% | +2,807+513.2% | Added |
| Metropolitan Life Insurance Co | 3,247 | $202.7K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 3,237 | $202.1K | 0.01% | +3,237 | New |
| SG Americas Securities, LLC | 2,959 | $185.0K | 0.00% | −37,601−92.7% | Reduced |
| Parallel Advisors, LLC | 2,643 | $165.0K | 0.00% | −261−9.0% | Reduced |
| Parkside Financial Bank & Trust | 2,065 | $128.9K | 0.02% | +162+8.5% | Added |
| Fifth Third Bancorp | 1,919 | $119.8K | 0.00% | −44−2.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,829 | $114.2K | 0.00% | +1,734+1,825.3% | Added |
| First Horizon Advisors, Inc. | 1,733 | $108.2K | 0.00% | +77+4.6% | Added |
| Advisory Services Network, LLC | 1,582 | $98.8K | 0.00% | +1,582 | New |
| Shell Asset Management Co | 1,464 | $91.0K | 0.00% | −441−23.1% | Reduced |
| Headlands Technologies LLC | 1,439 | $89.9K | 0.03% | +6+0.4% | Added |
| Globeflex Capital L P | 1,321 | $82.5K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,300 | $81.2K | 0.06% | +1,300 | New |
| Benjamin Edwards Inc | 1,249 | $78.0K | 0.02% | +5+0.4% | Added |
| Harbor Investment Advisory, LLC | 1,206 | $75.3K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,199 | $75.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,155 | $72.0K | 0.05% | +249+27.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,125 | $70.0K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 1,086 | $67.8K | 0.42% | +1,086 | New |
| Asset Management One Co.,Ltd. | 966 | $62.6K | 0.00% | −4,551−82.5% | Reduced |
| Smartleaf Asset Management LLC | 958 | $62.0K | 0.02% | +958 | New |
| Park Place Capital Corp | 862 | $53.8K | 0.02% | −19−2.2% | Reduced |
| Federated Hermes, Inc. | 798 | $49.8K | 0.00% | −128−13.8% | Reduced |
| HM Payson & Co | 775 | $48.4K | 0.00% | −300−27.9% | Reduced |
| SYSTM Wealth Solutions LLC | 747 | $46.6K | 0.01% | −3,356−81.8% | Reduced |
| Proequities, Inc. | 718 | $44.8K | 0.00% | −16−2.2% | Reduced |
| Tradition Wealth Management, LLC | 664 | $41.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 615 | $38.4K | 0.01% | +615 | New |
| Russell Investments Group, Ltd. | 514 | $32.1K | 0.00% | −1,095−68.1% | Reduced |
| Nisa Investment Advisors, LLC | 506 | $31.6K | 0.00% | −992−66.2% | Reduced |
| Group One Trading, L.P. | 500 | $31.2K | 0.00% | −566−53.1% | Reduced |
| FNY Investment Advisers, LLC | 500 | $31.0K | 0.03% | −1,500−75.0% | Reduced |
| CWM, LLC | 452 | $28.0K | 0.00% | +220+94.8% | Added |
| Rise Advisors, LLC | 409 | $25.5K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 364 | $22.7K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 324 | $20.2K | 0.00% | +324 | New |
| Johnson Financial Group, Inc. | 266 | $16.6K | 0.00% | +266 | New |
| Operose Advisors LLC | 250 | $15.6K | 0.01% | −728−74.4% | Reduced |
| Colonial Trust Co | 239 | $15.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 229 | $14.3K | 0.00% | +229 | New |
| LM Advisors LLC | 218 | $13.6K | 0.00% | +218 | New |
| Cornerstone Planning Group LLC | 209 | $13.1K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 206 | $13.0K | 0.00% | +14+7.3% | Added |
| GAMMA Investing LLC | 214 | $12.6K | 0.00% | +214 | New |
| Private Trust Co NA | 166 | $10.4K | 0.00% | +17+11.4% | Added |
| DHJJ Financial Advisors, Ltd. | 156 | $9.74K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 153 | $9.55K | 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 |
| Sunbelt Securities, Inc. | 143 | $8.93K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 131 | $8.18K | 0.00% | +131 | New |
| Quadrant Capital Group LLC | 121 | $7.56K | 0.00% | +108+830.8% | Added |
| Signaturefd, LLC | 121 | $7.55K | 0.00% | +8+7.1% | Added |
| Wolff Wiese Magana LLC | 119 | $7.43K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 113 | $7.08K | 0.00% | +9+8.7% | Added |
| Providence Capital Advisors, LLC | 100 | $6.24K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $6.24K | 0.00% | +100 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 103 | $5.80K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 80 | $5.00K | 0.00% | +55+220.0% | Added |
| Bell Investment Advisors, Inc | 61 | $3.81K | 0.00% | −26−29.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 59 | $3.68K | 0.00% | +59 | New |
| Global Retirement Partners, LLC | 60 | $3.46K | 0.00% | +60 | New |
| Compagnie Lombard Odier SCmA | 50 | $3.12K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 49 | $3.06K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 43 | $2.69K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 41 | $2.45K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 38 | $2.37K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $2.19K | 0.00% | −22−38.6% | Reduced |
| National Bank of Canada | 30 | $1.77K | 0.00% | 00.0% | Unchanged |