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, Q1 2024
Institutional positions in Blackline, Inc. as of Mar 31, 2024. 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
- 303
- −11 vs. Q4 2023
- Shares held
- 62.3M
- +5.22M (+9.1%) vs. Q4 2023
- Total value
- $4.02B
- +$458.7M (+12.9%) vs. Q4 2023
- New holders
- 54
- 99 more added
- Sold out
- 65
- 106 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Blackline, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 1 | $65 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $65 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 4 | $232 | 0.00% | −15−78.9% | Reduced |
| Raffa Wealth Management, LLC | 4 | $258 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $259 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 5 | $323 | 0.00% | −11−68.8% | Reduced |
| C M Bidwell & Associates Ltd | 5 | $323 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $323 | 0.00% | +5 | New |
| Allworth Financial LP | 13 | $840 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 13 | $861 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $969 | 0.00% | +15 | New |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | +20 | New |
| Lindbrook Capital, LLC | 19 | $1.23K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 22 | $1.42K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 22 | $1.42K | 0.00% | +22 | New |
| Your Advocates Ltd., LLP | 25 | $1.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $1.61K | 0.00% | +25 | New |
| Beacon Capital Management, LLC | 25 | $1.61K | 0.00% | +25 | New |
| Principal Securities, Inc. | 26 | $1.68K | 0.00% | −203−88.6% | Reduced |
| Bokf, NA | 28 | $1.79K | 0.00% | +28 | New |
| Massmutual Trust Co FSB | 29 | $1.87K | 0.00% | +29 | New |
| Spire Wealth Management | 41 | $2.65K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 44 | $2.75K | 0.00% | +44 | New |
| Cherry Tree Wealth Management, LLC | 43 | $2.78K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $3.42K | 0.00% | −8−13.1% | Reduced |
| Global Retirement Partners, LLC | 60 | $3.88K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 66 | $4.22K | 0.00% | +52+371.4% | Added |
| Signaturefd, LLC | 66 | $4.26K | 0.00% | −55−45.5% | Reduced |
| Elequin Capital LP | 89 | $5.75K | 0.00% | +89 | New |
| Birchbrook, Inc. | 100 | $6.46K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 103 | $6.65K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 111 | $7.17K | 0.00% | −55−33.1% | Reduced |
| Wolff Wiese Magana LLC | 119 | $7.69K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 153 | $9.88K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 163 | $9.93K | 0.00% | −46−22.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 156 | $10.1K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 215 | $14.0K | 0.00% | +9+4.4% | Added |
| Colonial Trust Co | 239 | $15.2K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 238 | $15.4K | 0.02% | +238 | New |
| Operose Advisors LLC | 250 | $16.1K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 286 | $18.5K | 0.00% | +72+33.6% | Added |
| HM Payson & Co | 375 | $24.2K | 0.00% | −400−51.6% | Reduced |
| Russell Investments Group, Ltd. | 378 | $24.4K | 0.00% | −136−26.5% | Reduced |
| Rise Advisors, LLC | 409 | $26.4K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 550 | $35.5K | 0.03% | +550 | New |
| Nisa Investment Advisors, LLC | 551 | $35.6K | 0.00% | +45+8.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 567 | $36.6K | 0.00% | +532+1,520.0% | Added |
| Zions Bancorporation, N.A. | 589 | $38.0K | 0.00% | +589 | New |
| CWM, LLC | 607 | $39.0K | 0.00% | +155+34.3% | Added |
| CVA Family Office, LLC | 615 | $39.7K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 646 | $41.7K | 0.00% | +646 | New |
| CIBC Private Wealth Group, LLC | 661 | $42.3K | 0.00% | +661 | New |
| Federated Hermes, Inc. | 663 | $42.8K | 0.00% | −135−16.9% | Reduced |
| Proequities, Inc. | 796 | $51.4K | 0.00% | +78+10.9% | Added |
| Group One Trading, L.P. | 812 | $52.4K | 0.00% | +312+62.4% | Added |
| Asset Management One Co.,Ltd. | 828 | $53.5K | 0.00% | −138−14.3% | Reduced |
| Park Place Capital Corp | 862 | $55.7K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 925 | $58.9K | 0.01% | −33−3.4% | Reduced |
| Quadrant Capital Group LLC | 918 | $59.3K | 0.00% | +797+658.7% | Added |
| GWM Advisors LLC | 978 | $63.2K | 0.00% | +847+646.6% | Added |
| Shell Asset Management Co | 1,318 | $64.0K | 0.00% | −146−10.0% | Reduced |
| KBC Group NV | 1,199 | $77.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,206 | $77.9K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,300 | $84.0K | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,296 | $84.0K | 0.02% | +47+3.8% | Added |
| Globeflex Capital L P | 1,321 | $85.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,495 | $97.0K | 0.06% | +340+29.4% | Added |
| First Horizon Advisors, Inc. | 1,733 | $111.9K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 1,846 | $119.2K | 0.42% | +760+70.0% | Added |
| Fifth Third Bancorp | 2,040 | $131.7K | 0.00% | +121+6.3% | Added |
| Parkside Financial Bank & Trust | 2,341 | $151.2K | 0.02% | +276+13.4% | Added |
| Parallel Advisors, LLC | 2,643 | $170.7K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,994 | $193.4K | 0.01% | −253−7.8% | Reduced |
| Wedbush Securities Inc | 3,159 | $204.0K | 0.01% | +3,159 | New |
| We Are One Seven, LLC | 3,205 | $207.0K | 0.01% | −400−11.1% | Reduced |
| Centiva Capital, LP | 3,285 | $212.1K | 0.01% | −4,475−57.7% | Reduced |
| CI Private Wealth, LLC | 3,289 | $212.4K | 0.00% | +3,289 | New |
| Dakota Wealth Management | 3,385 | $218.6K | 0.01% | −349−9.3% | Reduced |
| Danske Bank A/S | 3,407 | $220.0K | 0.00% | +3,407 | New |
| Mackenzie Financial Corp | 3,431 | $221.6K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 3,456 | $223.2K | 0.00% | +15+0.4% | Added |
| STRS Ohio | 3,500 | $226.0K | 0.00% | −200−5.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,648 | $235.6K | 0.00% | −14,466−79.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,755 | $242.0K | 0.00% | −126−3.2% | Reduced |
| Baron Wealth Management LLC | 3,760 | $242.8K | 0.13% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,810 | $246.0K | 0.02% | +3,810 | New |
| Tower Research Capital LLC (TRC) | 3,876 | $250.3K | 0.01% | −6,237−61.7% | Reduced |
| Lazard Asset Management LLC | 3,904 | $252.0K | 0.00% | −177−4.3% | Reduced |
| SYSTM Wealth Solutions LLC | 3,915 | $252.8K | 0.03% | +3,168+424.1% | Added |
| Alliance Wealth Advisors, LLC | 3,921 | $253.2K | 0.08% | −33−0.8% | Reduced |
| Portfolio Strategies, Inc. | 4,063 | $262.4K | 0.02% | +4,063 | New |
| Hardy Reed LLC | 4,063 | $262.4K | 0.03% | +4,063 | New |
| DC Investments Management, LLC | 4,087 | $263.9K | 0.22% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,127 | $267.0K | 0.00% | +4,127 | New |
| Wrapmanager Inc | 4,180 | $269.9K | 0.07% | −801−16.1% | Reduced |
| Great Lakes Advisors, LLC | 4,231 | $273.2K | 0.00% | −126,876−96.8% | Reduced |
| Princeton Capital Management LLC | 4,250 | $274.5K | 0.10% | 00.0% | Unchanged |
| Overbrook Management Corp | 4,265 | $275.4K | 0.07% | +4,265 | New |
| Mariner, LLC | 4,369 | $282.1K | 0.00% | +5+0.1% | Added |
| Dark Forest Capital Management LP | 4,374 | $282.5K | 0.05% | −6,504−59.8% | Reduced |