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 2026
Institutional positions in Blackline, Inc. as of Mar 31, 2026. 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
- 279
- −24 vs. Q4 2025
- Shares held
- 64.0M
- +8.23M (+14.8%) vs. Q4 2025
- Total value
- $2.37B
- −$714.5M (−23.2%) vs. Q4 2025
- New holders
- 55
- 87 more added
- Sold out
- 79
- 95 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Blackline, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $74 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $74 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 3 | $111 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $148 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $222 | 0.00% | +6 | New |
| Signature Equity Partners, LLC | 7 | $259 | 0.00% | −4−36.4% | Reduced |
| UMA Financial Services, Inc. | 8 | $296 | 0.00% | +8 | New |
| Sunrise Financial Services, LLC | 9 | $333 | 0.00% | +9 | New |
| Monetary Solutions, Ltd | 10 | $370 | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 10 | $370 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 13 | $481 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 14 | $518 | 0.00% | −93−86.9% | Reduced |
| Rossby Financial, LCC | 15 | $547 | 0.00% | +15 | New |
| Harbour Investments, Inc. | 15 | $555 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 15 | $555 | 0.00% | +15 | New |
| TopTier Wealth Management, LLC | 18 | $666 | 0.00% | +18 | New |
| Caitong International Asset Management Co., Ltd | 19 | $703 | 0.00% | +19 | New |
| Twin Peaks Wealth Advisors, LLC | 19 | $703 | 0.00% | +19 | New |
| WPG Advisers, LLC | 23 | $851 | 0.00% | −72−75.8% | Reduced |
| Advocate Investing Services LLC | 25 | $925 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 26 | $962 | 0.00% | +26 | New |
| Quent Capital, LLC | 27 | $999 | 0.00% | −2,052−98.7% | Reduced |
| Farmers & Merchants Investments Inc | 28 | $1.04K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 29 | $1.07K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 32 | $1.18K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 35 | $1.29K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 35 | $1.29K | 0.00% | +35 | New |
| Ancora Advisors, LLC | 36 | $1.33K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 40 | $1.48K | 0.00% | −2,469−98.4% | Reduced |
| Umb Bank N A | 49 | $1.81K | 0.00% | −264−84.3% | Reduced |
| Elequin Capital LP | 49 | $1.81K | 0.00% | −103−67.8% | Reduced |
| Advisory Services Network, LLC | 49 | $1.81K | 0.00% | +49 | New |
| Private Wealth Management Group, LLC | 51 | $1.89K | 0.00% | +51 | New |
| Rachor Investment Advisory Services, LLC | 56 | $2.07K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 62 | $2.29K | 0.00% | +62 | New |
| Root Financial Partners, LLC | 62 | $2.29K | 0.00% | +62 | New |
| SHP Wealth Management | 70 | $2.60K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 77 | $2.85K | 0.00% | +3+4.1% | Added |
| Covestor Ltd | 86 | $3.00K | 0.00% | −69−44.5% | Reduced |
| Birchbrook, Inc. | 100 | $3.70K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 103 | $3.81K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 109 | $4.03K | 0.00% | −27−19.9% | Reduced |
| Bank of Jackson Hole Trust | 120 | $4.44K | 0.00% | +120 | New |
| EverSource Wealth Advisors, LLC | 127 | $4.70K | 0.00% | +39+44.3% | Added |
| IFP Advisors, Inc | 134 | $4.96K | 0.00% | +134 | New |
| Rothschild Investment LLC | 138 | $5.11K | 0.00% | +33+31.4% | Added |
| Private Trust Co NA | 143 | $5.29K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 184 | $6.81K | 0.00% | +145+371.8% | Added |
| Whittier Trust Co | 201 | $7.27K | 0.00% | +201 | New |
| STRS Ohio | 200 | $7.40K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 200 | $7.40K | 0.00% | +200 | New |
| PlanVest Financial, Inc | 200 | $7.40K | 0.01% | +200 | New |
| Steward Partners Investment Advisory, LLC | 212 | $7.84K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 217 | $8.03K | 0.00% | +195+886.4% | Added |
| Essential Partners LLC | 233 | $8.62K | 0.00% | +214+1,126.3% | Added |
| Los Angeles Capital Management LLC | 240 | $8.88K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 284 | $10.5K | 0.00% | +284 | New |
| Sterling Capital Management LLC | 323 | $12.0K | 0.00% | −18−5.3% | Reduced |
| Kemnay Advisory Services Inc. | 324 | $12.0K | 0.00% | +238+276.7% | Added |
| Jones Financial Companies LLLP | 333 | $12.0K | 0.00% | +59+21.5% | Added |
| SBI Securities Co., Ltd. | 342 | $12.7K | 0.00% | −134−28.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 353 | $12.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 367 | $13.4K | 0.00% | −1,106−75.1% | Reduced |
| Massmutual Trust Co FSB | 414 | $15.3K | 0.00% | +342+475.0% | Added |
| Parkside Financial Bank & Trust | 424 | $15.7K | 0.00% | −9−2.1% | Reduced |
| Clear Street Markets LLC | 472 | $17.5K | 0.01% | +472 | New |
| Nisa Investment Advisors, LLC | 484 | $17.9K | 0.00% | −195−28.7% | Reduced |
| Atlantic Union Bankshares Corp | 485 | $17.9K | 0.00% | −49−9.2% | Reduced |
| Allworth Financial LP | 603 | $22.3K | 0.00% | +482+398.3% | Added |
| MAI Capital Management | 761 | $28.2K | 0.00% | +54+7.6% | Added |
| Farther Finance Advisors, LLC | 788 | $28.7K | 0.00% | +713+950.7% | Added |
| Advisor Group Holdings, Inc. | 908 | $33.6K | 0.00% | −40−4.2% | Reduced |
| Versant Capital Management, Inc | 917 | $33.9K | 0.00% | +268+41.3% | Added |
| Salomon & Ludwin, LLC | 960 | $34.8K | 0.00% | +539+128.0% | Added |
| Optiver Holding B.V. | 975 | $36.1K | 0.00% | +968+13,828.6% | Added |
| Huntington National Bank | 981 | $36.3K | 0.00% | −235−19.3% | Reduced |
| Leonteq Securities AG | 1,086 | $40.2K | 0.00% | +989+1,019.6% | Added |
| Quadrant Capital Group LLC | 1,110 | $41.1K | 0.00% | −1,276−53.5% | Reduced |
| Asset Management One Co.,Ltd. | 1,198 | $44.3K | 0.00% | −271−18.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,307 | $48.4K | 0.00% | −697−34.8% | Reduced |
| KBC Group NV | 1,589 | $59.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,669 | $61.8K | 0.00% | −35−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,713 | $63.4K | 0.00% | −423−19.8% | Reduced |
| Freestone Grove Partners LP | 1,765 | $65.3K | 0.00% | +1,765 | New |
| Broadwater Capital Management LLC | 1,300 | $71.9K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,030 | $75.1K | 0.00% | +1,672+467.0% | Added |
| Pacer Advisors, Inc. | 2,468 | $91.0K | 0.00% | +251+11.3% | Added |
| Bayforest Capital Ltd | 2,514 | $93.0K | 0.10% | +1,792+248.2% | Added |
| US Bancorp | 2,552 | $94.4K | 0.00% | −3,263−56.1% | Reduced |
| Atlas Capital Advisors LLC | 3,520 | $130.2K | 0.01% | −1,135−24.4% | Reduced |
| CWM, LLC | 3,814 | $141.1K | 0.00% | +2,561+204.4% | Added |
| Tower Research Capital LLC (TRC) | 3,938 | $145.7K | 0.00% | +343+9.5% | Added |
| Ameritas Investment Partners, Inc. | 4,069 | $150.6K | 0.00% | −283−6.5% | Reduced |
| Ensign Peak Advisors, Inc | 4,725 | $174.8K | 0.00% | −138−2.8% | Reduced |
| Centiva Capital, LP | 5,104 | $188.8K | 0.01% | +104+2.1% | Added |
| FNY Investment Advisers, LLC | 5,220 | $193.0K | 0.09% | −280−5.1% | Reduced |
| Russell Investments Group, Ltd. | 5,476 | $202.6K | 0.00% | −558−9.2% | Reduced |
| Empowered Funds, LLC | 5,683 | $210.3K | 0.00% | −137−2.4% | Reduced |