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 2024
Institutional positions in Blackline, Inc. as of Dec 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
- 306
- +19 vs. Q3 2024
- Shares held
- 63.9M
- +3.81M (+6.3%) vs. Q3 2024
- Total value
- $3.89B
- +$571.1M (+17.2%) vs. Q3 2024
- New holders
- 57
- 110 more added
- Sold out
- 38
- 93 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 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 2024
Shares, value and share of portfolio for each institution holding Blackline, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 3 | $0 | 0.00% | −17−85.0% | Reduced |
| Hemington Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $182 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 3 | $182 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $183 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $243 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $244 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $487 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8 | $514 | 0.05% | −8,584−99.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $607 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10 | $608 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7 | $790 | 0.00% | −26−78.8% | Reduced |
| Allworth Financial LP | 19 | $1.14K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 20 | $1.22K | 0.00% | +20 | New |
| MAI Capital Management | 20 | $1.22K | 0.00% | +20 | New |
| Your Advocates Ltd., LLP | 25 | $1.52K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $1.52K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 25 | $1.52K | 0.00% | +25 | New |
| Plato Investment Management Ltd | 27 | $1.65K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $1.70K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 30 | $1.82K | 0.00% | +30 | New |
| GWM Advisors LLC | 39 | $2.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $2.43K | 0.00% | −8−16.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 43 | $2.61K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 43 | $2.61K | 0.00% | +14+48.3% | Added |
| EverSource Wealth Advisors, LLC | 53 | $3.22K | 0.00% | +42+381.8% | Added |
| Wolff Wiese Magana LLC | 57 | $3.46K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 59 | $3.58K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 69 | $4.19K | 0.00% | −16−18.8% | Reduced |
| C M Bidwell & Associates Ltd | 69 | $4.19K | 0.00% | +62+885.7% | Added |
| Massmutual Trust Co FSB | 74 | $4.50K | 0.00% | +10+15.6% | Added |
| Principal Securities, Inc. | 79 | $4.80K | 0.00% | +65+464.3% | Added |
| Rothschild Investment LLC | 85 | $5.17K | 0.00% | +15+21.4% | Added |
| Birchbrook, Inc. | 100 | $6.08K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 103 | $6.35K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 106 | $6.44K | 0.01% | +106 | New |
| Northwestern Mutual Wealth Management Co | 111 | $6.74K | 0.00% | −64−36.6% | Reduced |
| Venturi Wealth Management, LLC | 121 | $7.35K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 121 | $7.35K | 0.00% | +121 | New |
| Versant Capital Management, Inc | 125 | $7.59K | 0.00% | +96+331.0% | Added |
| Lindbrook Capital, LLC | 129 | $7.84K | 0.00% | +34+35.8% | Added |
| Umb Bank N A | 134 | $8.14K | 0.00% | −16−10.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 136 | $8.26K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 180 | $10.9K | 0.00% | +180 | New |
| Clearstead Advisors, LLC | 199 | $12.1K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 238 | $14.5K | 0.00% | −17−6.7% | Reduced |
| South State Corp. | 250 | $15.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 272 | $16.5K | 0.00% | +38+16.2% | Added |
| Rise Advisors, LLC | 322 | $19.6K | 0.01% | −87−21.3% | Reduced |
| Jones Financial Companies LLLP | 329 | $20.0K | 0.00% | +148+81.8% | Added |
| Russell Investments Group, Ltd. | 346 | $21.0K | 0.00% | +19+5.8% | Added |
| Steward Partners Investment Advisory, LLC | 378 | $23.0K | 0.00% | +378 | New |
| Whittier Trust Co of Nevada Inc | 405 | $24.6K | 0.00% | +125+44.6% | Added |
| Bessemer Group Inc | 466 | $28.0K | 0.00% | −812−63.5% | Reduced |
| Harbor Investment Advisory, LLC | 500 | $30.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 515 | $31.3K | 0.00% | +515 | New |
| Park Place Capital Corp | 520 | $31.6K | 0.01% | −41−7.3% | Reduced |
| Global Retirement Partners, LLC | 528 | $32.1K | 0.00% | +449+568.4% | Added |
| Quadrant Capital Group LLC | 584 | $35.5K | 0.00% | +414+243.5% | Added |
| CVA Family Office, LLC | 615 | $37.4K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 634 | $38.5K | 0.00% | +185+41.2% | Added |
| CWM, LLC | 701 | $43.0K | 0.00% | +55+8.5% | Added |
| Nisa Investment Advisors, LLC | 731 | $44.4K | 0.00% | +116+18.9% | Added |
| Headlands Technologies LLC | 828 | $50.3K | 0.01% | +828 | New |
| Proequities, Inc. | 859 | $51.3K | 0.00% | +33+4.0% | Added |
| Huntington National Bank | 968 | $58.8K | 0.00% | +829+596.4% | Added |
| Virtus Fund Advisers, LLC | 1,015 | $61.7K | 0.19% | +35+3.6% | Added |
| First Horizon Advisors, Inc. | 1,052 | $63.9K | 0.00% | +98+10.3% | Added |
| Bayforest Capital Ltd | 1,118 | $67.9K | 0.09% | +1,118 | New |
| Johnson Financial Group, Inc. | 1,145 | $73.1K | 0.00% | +1,145 | New |
| Tower Research Capital LLC (TRC) | 1,233 | $74.9K | 0.00% | −801−39.4% | Reduced |
| Shell Asset Management Co | 1,246 | $76.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,266 | $77.5K | 0.00% | +209+19.8% | Added |
| Broadwater Capital Management LLC | 1,300 | $79.0K | 0.06% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,409 | $85.6K | 0.06% | +1+0.1% | Added |
| Advisor Group Holdings, Inc. | 1,658 | $93.3K | 0.00% | +178+12.0% | Added |
| Covestor Ltd | 1,672 | $102.0K | 0.06% | +280+20.1% | Added |
| State of Wyoming | 1,809 | $109.9K | 0.01% | +124+7.4% | Added |
| CIBC Private Wealth Group, LLC | 2,044 | $116.7K | 0.00% | −324−13.7% | Reduced |
| Quest Partners LLC | 2,063 | $125.3K | 0.02% | −6,729−76.5% | Reduced |
| Whittier Trust Co | 2,125 | $129.1K | 0.00% | −2,172−50.5% | Reduced |
| KBC Group NV | 2,180 | $132.0K | 0.00% | +666+44.0% | Added |
| Parkside Financial Bank & Trust | 2,322 | $141.1K | 0.02% | −181−7.2% | Reduced |
| New Age Alpha Advisors, LLC | 2,511 | $152.6K | 0.01% | +2,511 | New |
| Icon Wealth Advisors, LLC | 2,605 | $158.3K | 0.01% | −221−7.8% | Reduced |
| Smartleaf Asset Management LLC | 2,702 | $163.1K | 0.02% | +1,692+167.5% | Added |
| Fifth Third Bancorp | 2,691 | $163.5K | 0.00% | +121+4.7% | Added |
| STRS Ohio | 2,700 | $164.1K | 0.00% | +1,600+145.5% | Added |
| Keebeck Alpha, LP | 3,323 | $201.9K | 0.21% | +3,323 | New |
| Pathstone Holdings, LLC | 3,566 | $216.6K | 0.00% | +3,566 | New |
| Everence Capital Management Inc | 3,640 | $221.0K | 0.01% | −3,810−51.1% | Reduced |
| Crossmark Global Holdings, Inc. | 3,680 | $224.0K | 0.00% | −72−1.9% | Reduced |
| Mackenzie Financial Corp | 3,711 | $225.5K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 3,629 | $230.2K | 0.00% | −12−0.3% | Reduced |
| Centiva Capital, LP | 3,978 | $241.7K | 0.01% | −2,117−34.7% | Reduced |
| Dakota Wealth Management | 4,017 | $244.1K | 0.01% | +4,017 | New |
| Bridgewater Associates, LP | 4,018 | $244.1K | 0.00% | +4,018 | New |
| DC Investments Management, LLC | 4,087 | $248.3K | 0.16% | 00.0% | Unchanged |
| Xponance, Inc. | 4,142 | $251.7K | 0.00% | +350+9.2% | Added |
| Wrapmanager Inc | 4,148 | $252.0K | 0.06% | −602−12.7% | Reduced |