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, Q2 2024
Institutional positions in Blackline, Inc. as of Jun 30, 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
- 313
- +12 vs. Q1 2024
- Shares held
- 62.7M
- +476.4K (+0.8%) vs. Q1 2024
- Total value
- $3.04B
- −$980.5M (−24.4%) vs. Q1 2024
- New holders
- 69
- 97 more added
- Sold out
- 57
- 114 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Blackline, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $145 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $194 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $194 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $243 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 7 | $339 | 0.00% | +2+40.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $484 | 0.00% | −557−98.2% | Reduced |
| Rothschild Investment LLC | 10 | $485 | 0.00% | +5+100.0% | Added |
| EverSource Wealth Advisors, LLC | 11 | $523 | 0.00% | +7+175.0% | Added |
| FinTrust Capital Advisors, LLC | 13 | $646 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $775 | 0.00% | −3−15.8% | Reduced |
| Sachetta, LLC | 19 | $901 | 0.00% | +19 | New |
| Fairman Group, LLC | 22 | $1.07K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 23 | $1.11K | 0.00% | +23 | New |
| Umb Bank N A | 24 | $1.16K | 0.00% | +2+9.1% | Added |
| Your Advocates Ltd., LLP | 25 | $1.21K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $1.21K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 27 | $1.31K | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 28 | $1.36K | 0.00% | +3+12.0% | Added |
| Versant Capital Management, Inc | 29 | $1.41K | 0.00% | +29 | New |
| Massmutual Trust Co FSB | 30 | $1.45K | 0.00% | +1+3.4% | Added |
| Innealta Capital, LLC | 31 | $1.50K | 0.00% | +31 | New |
| Principal Securities, Inc. | 40 | $1.94K | 0.00% | +14+53.8% | Added |
| Spire Wealth Management | 41 | $1.99K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 43 | $2.08K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 44 | $2.13K | 0.00% | +44 | New |
| Cornerstone Planning Group LLC | 49 | $2.14K | 0.00% | −114−69.9% | Reduced |
| Bell Investment Advisors, Inc | 60 | $2.91K | 0.00% | +7+13.2% | Added |
| HM Payson & Co | 75 | $3.63K | 0.00% | −300−80.0% | Reduced |
| Global Retirement Partners, LLC | 79 | $3.83K | 0.00% | +19+31.7% | Added |
| Tucker Asset Management LLC | 89 | $4.31K | 0.00% | +89 | New |
| Farther Finance Advisors, LLC | 94 | $4.52K | 0.00% | +28+42.4% | Added |
| Birchbrook, Inc. | 100 | $4.84K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 103 | $4.99K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 111 | $5.38K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 115 | $5.57K | 0.00% | −263−69.6% | Reduced |
| Wolff Wiese Magana LLC | 119 | $5.77K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 136 | $6.59K | 0.00% | −20−12.8% | Reduced |
| Opal Wealth Advisors, LLC | 140 | $6.78K | 0.00% | +140 | New |
| Migdal Insurance & Financial Holdings Ltd. | 150 | $7.00K | 0.00% | −65−30.2% | Reduced |
| Quadrant Capital Group LLC | 146 | $7.07K | 0.00% | −772−84.1% | Reduced |
| Venturi Wealth Management, LLC | 153 | $7.41K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 182 | $8.82K | 0.00% | +182 | New |
| Colonial Trust Co | 239 | $11.4K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 250 | $12.1K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 250 | $12.1K | 0.00% | +250 | New |
| Whittier Trust Co of Nevada Inc | 280 | $13.6K | 0.00% | +280 | New |
| Clearstead Advisors, LLC | 300 | $14.5K | 0.00% | +300 | New |
| GAMMA Investing LLC | 355 | $17.2K | 0.00% | +69+24.1% | Added |
| Rise Advisors, LLC | 409 | $19.8K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 500 | $24.2K | 0.00% | −706−58.5% | Reduced |
| CWM, LLC | 539 | $26.0K | 0.00% | −68−11.2% | Reduced |
| Park Place Capital Corp | 576 | $27.9K | 0.01% | −286−33.2% | Reduced |
| Nisa Investment Advisors, LLC | 584 | $28.3K | 0.00% | +33+6.0% | Added |
| CVA Family Office, LLC | 615 | $29.8K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 666 | $32.3K | 0.01% | +666 | New |
| Proequities, Inc. | 844 | $40.9K | 0.00% | +48+6.0% | Added |
| Pacer Advisors, Inc. | 932 | $45.2K | 0.00% | +286+44.3% | Added |
| Smartleaf Asset Management LLC | 1,003 | $48.0K | 0.01% | +78+8.4% | Added |
| Covestor Ltd | 1,055 | $51.0K | 0.03% | −440−29.4% | Reduced |
| GWM Advisors LLC | 1,079 | $52.3K | 0.00% | +101+10.3% | Added |
| STRS Ohio | 1,100 | $53.3K | 0.00% | −2,400−68.6% | Reduced |
| Asset Management One Co.,Ltd. | 1,122 | $54.4K | 0.00% | +294+35.5% | Added |
| Benjamin Edwards Inc | 1,200 | $58.0K | 0.01% | −96−7.4% | Reduced |
| Broadwater Capital Management LLC | 1,300 | $63.0K | 0.05% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,311 | $63.5K | 0.05% | +1,311 | New |
| Globeflex Capital L P | 1,321 | $64.0K | 0.01% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 1,324 | $64.1K | 0.25% | −522−28.3% | Reduced |
| Bessemer Group Inc | 1,391 | $67.0K | 0.00% | −110,198−98.8% | Reduced |
| KBC Group NV | 1,514 | $73.0K | 0.00% | +315+26.3% | Added |
| State of Wyoming | 1,532 | $74.2K | 0.01% | −5,650−78.7% | Reduced |
| First Horizon Advisors, Inc. | 1,610 | $78.0K | 0.00% | −123−7.1% | Reduced |
| Fifth Third Bancorp | 2,306 | $111.7K | 0.00% | +266+13.0% | Added |
| Parkside Financial Bank & Trust | 2,363 | $114.5K | 0.02% | +22+0.9% | Added |
| CIBC Private Wealth Group, LLC | 2,506 | $122.2K | 0.00% | +1,845+279.1% | Added |
| FNY Investment Advisers, LLC | 2,550 | $123.0K | 0.08% | +2,550 | New |
| Parallel Advisors, LLC | 2,552 | $123.6K | 0.00% | −91−3.4% | Reduced |
| Group One Trading, L.P. | 2,769 | $134.2K | 0.00% | +1,957+241.0% | Added |
| nVerses Capital, LLC | 3,000 | $145.3K | 0.09% | +3,000 | New |
| Canada Pension Plan Investment Board | 3,200 | $155.0K | 0.00% | −5,200−61.9% | Reduced |
| Advisor Group Holdings, Inc. | 3,332 | $161.4K | 0.00% | −316−8.7% | Reduced |
| EntryPoint Capital, LLC | 3,488 | $169.0K | 0.08% | +2,938+534.2% | Added |
| Northwestern Mutual Wealth Management Co | 3,738 | $181.1K | 0.00% | +3,738 | New |
| Icon Wealth Advisors, LLC | 4,037 | $191.8K | 0.02% | −895−18.1% | Reduced |
| Creative Planning | 4,226 | $204.8K | 0.00% | −2,268−34.9% | Reduced |
| Precision Wealth Strategies, LLC | 4,243 | $205.6K | 0.21% | −1,439−25.3% | Reduced |
| Whittier Trust Co | 4,297 | $208.2K | 0.00% | −402−8.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,368 | $211.6K | 0.02% | +4,368 | New |
| Benjamin F. Edwards & Company, Inc. | 4,443 | $215.0K | 0.00% | −265−5.6% | Reduced |
| Everence Capital Management Inc | 3,810 | $221.0K | 0.02% | 00.0% | Unchanged |
| Norden Group LLC | 4,569 | $221.4K | 0.04% | −2,250−33.0% | Reduced |
| Omers Administration Corp | 4,800 | $232.6K | 0.00% | +4,800 | New |
| Wrapmanager Inc | 4,899 | $237.4K | 0.07% | +719+17.2% | Added |
| Jefferies Financial Group Inc. | 5,000 | $242.3K | 0.00% | +5,000 | New |
| Algert Global LLC | 5,267 | $255.2K | 0.01% | +5,267 | New |
| Park Avenue Securities LLC | 5,395 | $261.0K | 0.00% | −474−8.1% | Reduced |
| Diversify Wealth Management, LLC | 6,054 | $264.9K | 0.03% | +6,054 | New |
| Ameritas Investment Partners, Inc. | 5,683 | $275.3K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 4,541 | $276.2K | 0.00% | +4,541 | New |
| Public Employees Retirement Association of Colorado | 5,843 | $283.0K | 0.00% | −135−2.3% | Reduced |