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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 4,708 | $304.0K | 0.01% | +1,354+40.4% | Added |
| Whittier Trust Co | 4,699 | $303.5K | 0.00% | +414+9.7% | Added |
| Gotham Asset Management, LLC | 4,435 | $286.4K | 0.00% | −61−1.4% | Reduced |
| Dark Forest Capital Management LP | 4,374 | $282.5K | 0.05% | −6,504−59.8% | Reduced |
| Mariner, LLC | 4,369 | $282.1K | 0.00% | +5+0.1% | Added |
| Overbrook Management Corp | 4,265 | $275.4K | 0.07% | +4,265 | New |
| Princeton Capital Management LLC | 4,250 | $274.5K | 0.10% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 4,231 | $273.2K | 0.00% | −126,876−96.8% | Reduced |
| Wrapmanager Inc | 4,180 | $269.9K | 0.07% | −801−16.1% | Reduced |
| Commonwealth Equity Services, LLC | 4,127 | $267.0K | 0.00% | +4,127 | New |
| DC Investments Management, LLC | 4,087 | $263.9K | 0.22% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 4,063 | $262.4K | 0.02% | +4,063 | New |
| Hardy Reed LLC | 4,063 | $262.4K | 0.03% | +4,063 | New |
| Alliance Wealth Advisors, LLC | 3,921 | $253.2K | 0.08% | −33−0.8% | Reduced |
| SYSTM Wealth Solutions LLC | 3,915 | $252.8K | 0.03% | +3,168+424.1% | Added |
| Lazard Asset Management LLC | 3,904 | $252.0K | 0.00% | −177−4.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,876 | $250.3K | 0.01% | −6,237−61.7% | Reduced |
| Everence Capital Management Inc | 3,810 | $246.0K | 0.02% | +3,810 | New |
| Baron Wealth Management LLC | 3,760 | $242.8K | 0.13% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,755 | $242.0K | 0.00% | −126−3.2% | Reduced |
| Advisor Group Holdings, Inc. | 3,648 | $235.6K | 0.00% | −14,466−79.9% | Reduced |
| STRS Ohio | 3,500 | $226.0K | 0.00% | −200−5.4% | Reduced |
| Xponance, Inc. | 3,456 | $223.2K | 0.00% | +15+0.4% | Added |
| Mackenzie Financial Corp | 3,431 | $221.6K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 3,407 | $220.0K | 0.00% | +3,407 | New |
| Dakota Wealth Management | 3,385 | $218.6K | 0.01% | −349−9.3% | Reduced |
| CI Private Wealth, LLC | 3,289 | $212.4K | 0.00% | +3,289 | New |
| Centiva Capital, LP | 3,285 | $212.1K | 0.01% | −4,475−57.7% | Reduced |
| We Are One Seven, LLC | 3,205 | $207.0K | 0.01% | −400−11.1% | Reduced |
| Wedbush Securities Inc | 3,159 | $204.0K | 0.01% | +3,159 | New |
| Metropolitan Life Insurance Co | 2,994 | $193.4K | 0.01% | −253−7.8% | Reduced |
| Parallel Advisors, LLC | 2,643 | $170.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,341 | $151.2K | 0.02% | +276+13.4% | Added |
| Fifth Third Bancorp | 2,040 | $131.7K | 0.00% | +121+6.3% | Added |
| Virtus Fund Advisers, LLC | 1,846 | $119.2K | 0.42% | +760+70.0% | Added |
| First Horizon Advisors, Inc. | 1,733 | $111.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,495 | $97.0K | 0.06% | +340+29.4% | Added |
| Globeflex Capital L P | 1,321 | $85.3K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,296 | $84.0K | 0.02% | +47+3.8% | Added |
| Broadwater Capital Management LLC | 1,300 | $84.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,206 | $77.9K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,199 | $77.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,318 | $64.0K | 0.00% | −146−10.0% | Reduced |
| GWM Advisors LLC | 978 | $63.2K | 0.00% | +847+646.6% | Added |
| Quadrant Capital Group LLC | 918 | $59.3K | 0.00% | +797+658.7% | Added |
| Smartleaf Asset Management LLC | 925 | $58.9K | 0.01% | −33−3.4% | Reduced |
| Park Place Capital Corp | 862 | $55.7K | 0.02% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 828 | $53.5K | 0.00% | −138−14.3% | Reduced |
| Group One Trading, L.P. | 812 | $52.4K | 0.00% | +312+62.4% | Added |
| Proequities, Inc. | 796 | $51.4K | 0.00% | +78+10.9% | Added |
| Federated Hermes, Inc. | 663 | $42.8K | 0.00% | −135−16.9% | Reduced |
| CIBC Private Wealth Group, LLC | 661 | $42.3K | 0.00% | +661 | New |
| Pacer Advisors, Inc. | 646 | $41.7K | 0.00% | +646 | New |
| CVA Family Office, LLC | 615 | $39.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 607 | $39.0K | 0.00% | +155+34.3% | Added |
| Zions Bancorporation, N.A. | 589 | $38.0K | 0.00% | +589 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 567 | $36.6K | 0.00% | +532+1,520.0% | Added |
| Nisa Investment Advisors, LLC | 551 | $35.6K | 0.00% | +45+8.9% | Added |
| EntryPoint Capital, LLC | 550 | $35.5K | 0.03% | +550 | New |
| Rise Advisors, LLC | 409 | $26.4K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 378 | $24.4K | 0.00% | −136−26.5% | Reduced |
| HM Payson & Co | 375 | $24.2K | 0.00% | −400−51.6% | Reduced |
| GAMMA Investing LLC | 286 | $18.5K | 0.00% | +72+33.6% | Added |
| Operose Advisors LLC | 250 | $16.1K | 0.01% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 238 | $15.4K | 0.02% | +238 | New |
| Colonial Trust Co | 239 | $15.2K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 215 | $14.0K | 0.00% | +9+4.4% | Added |
| DHJJ Financial Advisors, Ltd. | 156 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 163 | $9.93K | 0.00% | −46−22.0% | Reduced |
| Venturi Wealth Management, LLC | 153 | $9.88K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 119 | $7.69K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 111 | $7.17K | 0.00% | −55−33.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 103 | $6.65K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $6.46K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 89 | $5.75K | 0.00% | +89 | New |
| Signaturefd, LLC | 66 | $4.26K | 0.00% | −55−45.5% | Reduced |
| Farther Finance Advisors, LLC | 66 | $4.22K | 0.00% | +52+371.4% | Added |
| Global Retirement Partners, LLC | 60 | $3.88K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $3.42K | 0.00% | −8−13.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 43 | $2.78K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 44 | $2.75K | 0.00% | +44 | New |
| Spire Wealth Management | 41 | $2.65K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $1.87K | 0.00% | +29 | New |
| Bokf, NA | 28 | $1.79K | 0.00% | +28 | New |
| Principal Securities, Inc. | 26 | $1.68K | 0.00% | −203−88.6% | Reduced |
| 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 |
| Fairman Group, LLC | 22 | $1.42K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 22 | $1.42K | 0.00% | +22 | New |
| Lindbrook Capital, LLC | 19 | $1.23K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | +20 | New |
| AdvisorNet Financial, Inc | 15 | $969 | 0.00% | +15 | New |
| FinTrust Capital Advisors, LLC | 13 | $861 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 13 | $840 | 0.00% | 00.0% | Unchanged |
| 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 |
| Abound Wealth Management | 4 | $259 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 4 | $258 | 0.00% | 00.0% | Unchanged |