BlacklineBL

13F holders, Q2 2024 (June 30)
313holders +10
65new positions
59sold out
5famous investors
$48.51avg. 13F price*

At the end of Q2 2024, 313 institutions reported holding Blackline Inc. (BL) in their 13F filings, up 10 from Q1 2024. 65 opened new positions and 59 sold out. The largest holders were BlackRock Inc. ($409.7M), Vanguard Group Inc. ($348.1M) and Clearlake Capital Group, L.P. ($276.8M). 5 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Blackline Inc.
CUSIP
09239B109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 303Q1 2024Q2 2024: 313Q2 2024Q3 2024: 292Q3 2024Q4 2024: 306Q4 2024Q1 2025: 278Q1 2025Q2 2025: 296Q2 2025Q3 2025: 273Q3 2025Q4 2025: 308Q4 2025Q1 2026: 279Q1 2026Q2 2026: 246Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions65$263.5M
Exits59$70.8M

All 13F filers, Q1 2024 → Q2 2024: 8,599,197 shares bought and 8,195,918 shares sold, net +403,279 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 313 holders

BlackRock Inc. 0.01% Reduce -0.1% 8,455,465 $409.7M
Vanguard Group Inc. 0.01% Reduce -2.7% 7,184,211 $348.1M
Clearlake Capital Group, L.P. 24.67% No change 5,712,300 $276.8M
FMR LLC 0.02% Add +15.6% 5,088,840 $246.6M
ICONIQ Capital, LLC 2.16% No change 2,087,081 $101.1M
State Street Corp. 0.00% Add +1.5% 2,075,821 $100.6M
Riverbridge Partners LLC 1.20% Reduce -7.4% 1,815,562 $88.0M
Kayne Anderson Rudnick Investment Management LLC 0.20% Reduce -9.0% 1,683,120 $81.5M
Conestoga Capital Advisors, LLC 1.02% Add +0.1% 1,408,955 $68.3M
Hawk Ridge Capital Management LP 2.87% New 1,376,218 $66.7M
Geode Capital Management, LLC 0.01% Add +4.8% 1,278,519 $62.0M
JANA Partners Management, LP 3.27% New 1,154,435 $55.9M
JPMorgan Chase & Co. 0.00% Add +0.6% 1,066,320 $51.7M
Brown Advisory Inc. 0.06% Reduce -45.5% 954,908 $46.3M
Geneva Capital Management LLC 0.77% Reduce -5.3% 871,364 $42.2M
Tensile Capital Management LP 4.15% Add +131.8% 775,897 $37.6M
Bank of America Corp. 0.00% Reduce -32.7% 751,167 $36.4M
Bank of New York Mellon Corp 0.01% Add +11.1% 684,416 $33.2M
Northern Trust Corp. 0.01% Reduce -21.1% 658,776 $31.9M
Capital World Investors 0.00% No change 595,000 $28.8M
Dimensional Fund Advisors LP 0.01% Add +65.4% 579,481 $28.1M
Fred Alger Management, LLC 0.13% Reduce -2.3% 545,893 $26.4M
Morgan Stanley 0.00% Reduce -77.5% 522,824 $25.3M
Barton Investment Management 3.24% Reduce -12.3% 502,732 $24.4M
Charles Schwab Investment Management Inc. 0.00% Add +3.8% 475,195 $23.0M
First Trust Advisors LP 0.02% Add +16.5% 473,060 $22.9M
Millennium Management 0.02% New 440,387 $21.3M
Baillie Gifford & Co. 0.02% Reduce -32.2% 412,483 $20.0M
Schwartz Investment Counsel Inc. 0.74% No change 410,000 $19.9M
Janus Henderson Group PLC 0.01% Add +1465.2% 401,888 $19.5M
Envestnet Asset Management Inc. 0.01% Reduce -5.9% 325,915 $15.8M
Squarepoint Ops LLC 0.06% New 312,239 $15.1M
DF Dent & Co. Inc. 0.18% Reduce -47.2% 294,656 $14.3M
Indaba Capital Management, L.P. 15.38% New 292,000 $14.1M
Ameriprise Financial Inc. 0.00% Reduce -2.3% 288,076 $14.0M
Handelsbanken Fonder AB 0.06% Add +48.7% 287,500 $13.9M
Barclays PLC 0.01% Reduce -36.3% 276,321 $13.4M
Palisade Capital Management, LP 0.40% Reduce -1.7% 271,562 $13.2M
Principal Financial Group Inc. 0.01% Reduce -3.8% 255,856 $12.4M
Nomura Holdings Inc. 0.07% New 236,649 $11.5M
Royal Bank of Canada 0.00% Add +55.5% 219,243 $10.6M
D. E. Shaw & Co. 0.01% Reduce -40.8% 200,181 $9.7M
Wells Fargo & Company 0.00% Reduce -0.4% 193,940 $9.4M
Gagnon Securities LLC 2.03% Add +11.8% 185,587 $9.0M
Sei Investments Co. 0.01% Add +8.0% 185,444 $9.0M
Bank of Montreal 0.00% Add +28.4% 183,201 $8.9M
Goldman Sachs Group Inc. 0.00% Reduce -44.1% 181,038 $8.8M
Invesco Ltd. 0.00% Reduce -76.0% 179,610 $8.7M
Cinctive Capital Management LP 0.45% New 172,220 $8.3M
UBS Group AG 0.00% Reduce -16.2% 160,121 $7.8M
Clearline Capital LP 0.67% New 158,373 $7.7M
Citadel Advisors 0.01% Add +718.1% 157,730 $7.6M
Nuveen Asset Management, LLC 0.00% Add +2.6% 157,663 $7.6M
Rhumbline Advisers 0.01% Add +2.5% 156,432 $7.6M
Amundi 0.00% Add +376.7% 152,330 $7.4M
Pier Capital, LLC 1.08% Add +9.0% 149,817 $7.3M
CANADA LIFE ASSURANCE Co 0.01% Add +3.4% 148,936 $7.2M
Legal & General Group Plc 0.00% Reduce -0.2% 147,976 $7.2M
Point72 Asset Management 0.02% New 145,142 $7.0M
Huntington National Bank 0.07% Add +0.0% 142,297 $6.9M
Polar Asset Management Partners Inc. 0.26% New 137,600 $6.7M
Nicholas Company, Inc. 0.11% Add +17.0% 131,675 $6.4M
Stanley-Laman Group, Ltd. 0.81% Reduce -9.6% 126,501 $6.1M
Comerica Bank 0.02% Reduce -2.6% 121,031 $5.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +77.2% 118,319 $5.7M
Eagle Asset Management Inc. 0.03% Reduce -2.5% 117,397 $5.6M
Public Sector Pension Investment Board 0.03% Add +8.3% 112,872 $5.5M
California Public Employees Retirement System 0.00% Add +9.1% 110,304 $5.3M
Robeco Institutional Asset Management B.V. 0.01% Add +15.8% 110,000 $5.3M
Jane Street Group, LLC 0.01% Add +179.5% 108,802 $5.3M
Deutsche Bank AG 0.00% Reduce -74.1% 107,536 $5.2M
Susquehanna International Group, LLP 0.01% New 104,929 $5.1M
Polen Capital Management LLC 0.01% Reduce -4.4% 104,007 $5.0M
Gagnon Advisors, LLC 3.82% No change 103,692 $5.0M
Swiss National Bank 0.00% No change 102,800 $5.0M
Holocene Advisors, LP 0.02% Add +42.0% 100,598 $4.9M
New York State Common Retirement Fund 0.01% Reduce -22.1% 98,896 $4.8M
Granite Investment Partners, LLC 0.19% Reduce -78.8% 96,426 $4.7M
Nishkama Capital, LLC 0.68% Add +33.7% 93,563 $4.5M
Susquehanna Fundamental Investments, LLC 0.10% Add +430.5% 90,403 $4.4M
Cubist Systematic Strategies, LLC 0.08% Add +1081.4% 90,175 $4.4M
Westerly Capital Management, LLC 2.37% New 90,000 $4.4M
Blair William & Co. 0.01% Add +1.4% 89,021 $4.3M
Norges Bank 0.00% Reduce -61.8% 88,764 $4.3M
Oppenheimer Asset Management Inc. 0.05% Reduce -2.3% 86,223 $4.2M
Stifel Financial Corp. 0.00% Add +0.7% 79,651 $3.9M
Groupama Asset Managment 0.05% New 4,843 $3.8M
Advantage Alpha Capital Partners LP 0.82% Reduce -2.7% 77,494 $3.8M
SQN Investors LP 2.69% Reduce -25.9% 75,535 $3.7M
Alliancebernstein L.P. 0.00% Add +10.0% 74,076 $3.6M
Simplex Trading, LLC 0.11% Add +294.7% 72,736 $3.5M
Qube Research & Technologies Ltd 0.01% Reduce -77.6% 71,655 $3.5M
Raymond James & Associates 0.00% Add +3.3% 69,139 $3.3M
Marshall Wace, LLP 0.00% New 67,681 $3.3M
Crestline Management, L.P. 0.26% New 67,082 $3.3M
Federated Hermes, Inc. 0.01% Add +10005.6% 67,000 $3.2M
Capital Fund Management S.A. 0.04% Add +318.1% 66,993 $3.2M
Bullseye Asset Management LLC 1.47% Add +21.5% 62,154 $3.0M
Citigroup Inc. 0.00% Add +9.7% 57,860 $2.8M
Prudential Financial Inc. 0.00% Reduce -3.9% 55,858 $2.7M
272 Capital LP 1.27% New 52,330 $2.5M
California State Teachers Retirement System 0.00% Reduce -2.5% 51,415 $2.5M
Redmond Asset Management, LLC 0.80% Reduce -8.5% 50,374 $2.4M
Renaissance Group LLC 0.09% Add +10.1% 49,083 $2.4M
Townsquare Capital LLC 0.03% Reduce -5.3% 48,457 $2.3M
Advisors Capital Management, LLC 0.04% Add +1.4% 47,277 $2.3M
Hillsdale Investment Management Inc. 0.18% Reduce -38.7% 46,000 $2.2M
Scalar Gauge Management, LLC 1.27% New 45,000 $2.2M
Thrivent Financial for Lutherans 0.00% Reduce -3.5% 42,593 $2.1M
Walleye Trading LLC 0.04% New 42,490 $2.1M
Quadrature Capital Ltd 0.03% Add +29.3% 41,178 $2.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% New 40,718 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -22.4% 38,065 $1.8M
McMorgan & Co. LLC 0.29% New 37,674 $1.8M
Mutual of America Capital Management LLC 0.02% Reduce -4.0% 34,590 $1.7M
BNP Paribas Financial Markets 0.00% Reduce -34.9% 34,544 $1.7M
MetLife Investment Management, LLC 0.01% Add +14.4% 33,303 $1.6M
Corebridge Financial, Inc. 0.01% — 33,209 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +6.9% 32,292 $1.6M
TD Waterhouse Canada Inc. 0.01% New 32,172 $1.5M
Chicago Capital, LLC 0.05% Reduce -2.0% 31,833 $1.5M
Manufacturers Life Insurance Company, The 0.00% Add +0.5% 31,777 $1.5M
Los Angeles Capital Management LLC 0.01% Reduce -12.1% 30,631 $1.5M
State of Alaska, Department of Revenue 0.02% Reduce -2.8% 30,124 $1.5M
AXA S.A. 0.00% Reduce -7.5% 29,793 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 29,286 $1.4M
Boothbay Fund Management, LLC 0.05% New 29,021 $1.4M
Illinois Municipal Retirement Fund 0.02% New 28,681 $1.4M
Daiwa Securities Group Inc. 0.01% Reduce -7.0% 27,683 $1.3M
Concentric Capital Strategies, LP 0.08% New 27,514 $1.3M
Kensington Investment Counsel, LLC 0.57% Reduce -0.1% 26,798 $1.3M
Orion Porfolio Solutions, LLC 0.01% Reduce -6.8% 26,228 $1.3M
Orion Portfolio Solutions, LLC 0.01% Reduce -6.8% 26,228 $1.3M
Louisiana State Employees Retirement System 0.02% Add +2.4% 25,800 $1.3M
State of Tennessee, Department of Treasury 0.00% Add +86.2% 25,732 $1.2M
Cetera Investment Advisers 0.00% Add +5.6% 25,701 $1.2M
US Bancorp \de 0.00% Reduce -9.8% 25,067 $1.2M
Versor Investments LP 0.22% New 25,008 $1.2M
Quantbot Technologies LP 0.06% New 23,577 $1.1M
ClariVest Asset Management LLC 0.12% Add +318.2% 23,552 $1.1M
State of Wisconsin Investment Board 0.00% Add +4.3% 23,080 $1.1M
Neuberger Berman Group LLC 0.00% Add +5.6% 23,015 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -10.8% 20,569 $997K
Janney Montgomery Scott LLC 0.00% Reduce -2.8% 20,519 $994K
Ensign Peak Advisors, Inc 0.00% No change 20,325 $985K
Teachers Retirement System of the State of Kentucky 0.01% Add +39.6% 19,600 $949K
Voya Investment Management LLC 0.00% Add +2.5% 18,979 $920K
Franklin Resources Inc. 0.00% Add +206.9% 18,398 $891K
FourThought Financial Partners, LLC 0.11% Add +5.3% 17,927 $869K
Maryland State Retirement & Pension System 0.02% Reduce -2.4% 17,889 $867K
ExodusPoint Capital Management, LP 0.01% New 17,651 $855K
American Century Companies Inc. 0.00% Add +17.0% 17,351 $841K
Campbell & CO Investment Adviser LLC 0.07% Add +92.2% 17,260 $836K
Virtus Investment Advisers, LLC 0.75% Reduce -28.7% 17,016 $824K
Edgestream Partners, L.P. 0.04% Reduce -59.8% 16,734 $811K
LPL Financial LLC 0.00% Reduce -39.9% 16,591 $804K
Trust Point Inc. 0.06% Reduce -7.5% 16,475 $798K
Bayesian Capital Management, LP 0.09% New 16,444 $797K
Amalgamated Bank 0.01% Reduce -2.3% 15,875 $769K
Victory Capital Management Inc. 0.00% Reduce -2.4% 15,857 $768K
IMC-Chicago, LLC 0.02% New 15,683 $760K
Aigen Investment Management, LP 0.15% New 15,531 $752K
State Board of Administration of Florida Retirement System 0.00% Reduce -15.9% 15,094 $731K
Numerai GP LLC 0.26% New 14,759 $715K
Glenmede Trust Co. NA 0.00% Add +58.3% 14,650 $710K
Arizona State Retirement System 0.00% Add +2.3% 14,638 $709K
Cresset Asset Management, LLC 0.00% Reduce -2.9% 14,505 $703K
Atria Investments, Inc 0.01% Reduce -26.6% 14,253 $691K
Gotham Asset Management 0.01% Add +203.5% 13,460 $652K
Tidal Investments LLC 0.01% New 13,320 $645K
Wolverine Trading, LLC 0.01% Add +77.5% 13,301 $644K
Wakefield Asset Management LLLP 0.21% Reduce -1.4% 12,602 $611K
Voloridge Investment Management, LLC 0.00% New 12,559 $608K
Oregon Public Employees Retirement Fund 0.01% Reduce -8.8% 12,471 $604K
New York State Teachers Retirement System 0.00% No change 12,300 $596K
Captrust Financial Advisors 0.00% Add +13.3% 11,855 $574K
M&T Bank Corp 0.00% Reduce -2.9% 11,732 $568K
Sherbrooke Park Advisers LLC 0.10% Add +144.6% 11,706 $567K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -0.1% 11,664 $565K
PEAK6 Investments LLC 0.03% Add +30.2% 11,495 $557K
Point72 (DIFC) Ltd 0.05% New 11,089 $537K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.7% 11,056 $536K
Lanark Financial, Inc. 0.05% Reduce -2.4% 10,873 $526K
Crossmark Global Holdings, Inc. 0.01% Add +1.8% 10,336 $501K
HighTower Advisors, LLC 0.00% Reduce -4.9% 10,149 $499K
Tower Research Capital LLC (TRC) 0.01% Add +153.1% 9,810 $475K
ProShare Advisors LLC 0.00% Reduce -22.1% 9,281 $450K
Point72 Hong Kong Ltd 0.03% New 9,266 $449K
Lazard Asset Management LLC 0.00% Add +136.2% 9,220 $446K
Avantax Advisory Services, Inc. 0.00% New 9,177 $445K
Readystate Asset Management LP 0.04% Reduce -96.4% 9,039 $438K
Deerfield Management Company, L.P. 0.01% New 8,870 $430K
Ardsley Advisory Partners LP 0.07% New 8,500 $412K
Trexquant Investment LP 0.01% Reduce -86.9% 8,359 $405K
Fox Run Management, L.L.C. 0.08% New 8,320 $403K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -12.5% 8,219 $398K
Portside Wealth Group, LLC 0.08% Reduce -4.2% 8,145 $395K
Truist Financial Corp. 0.00% Reduce -32.9% 8,130 $394K
MML Investors Services, LLC 0.00% Reduce -15.9% 8,107 $393K
Bell Bank 0.03% Reduce -17.7% 8,060 $391K
Schonfeld Strategic Advisors LLC 0.00% New 8,004 $388K
Vancity Investment Management Ltd 0.02% Add +30.9% 6,657 $386K
HSBC Holdings PLC 0.00% Reduce -1.0% 7,878 $379K
Evanson Asset Management, LLC 0.03% No change 7,350 $356K
Raymond James Trust N.A. 0.01% No change 7,200 $349K
Assenagon Asset Management S.A. 0.00% Reduce -82.3% 7,193 $349K
Pictet Asset Management Holding SA 0.00% Add +13.1% 7,148 $346K
Engineers Gate Manager LP 0.01% New 7,098 $344K
Cim Investment Management Inc. 0.10% Reduce -14.1% 6,503 $315K
Graham Capital Management, L.P. 0.02% New 6,495 $315K
Voya Financial Advisors, Inc. 0.03% Reduce -2.6% 6,380 $305K
PNC Financial Services Group, Inc. 0.00% Reduce -23.1% 6,198 $300K
Twinbeech Capital LP 0.01% New 6,044 $293K
Public Employees Retirement Association of Colorado 0.00% Reduce -2.3% 5,843 $283K
Sanctuary Advisors, LLC 0.00% — 4,541 $276K
Ameritas Investment Partners, Inc. 0.01% No change 5,683 $275K
Diversify Wealth Management, LLC 0.03% — 6,054 $265K
Park Avenue Securities LLC 0.00% Reduce -8.1% 5,395 $261K
Algert Global LLC 0.01% New 5,267 $255K
Jefferies Financial Group Inc. 0.01% New 5,000 $242K
Wrapmanager Inc. 0.07% Add +17.2% 4,899 $237K
OMERS ADMINISTRATION Corp 0.00% New 4,800 $233K
Norden Group LLC 0.04% Reduce -33.0% 4,569 $221K
Praxis Investment Management Inc. 0.02% No change 3,810 $221K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -5.6% 4,443 $215K
Procyon Advisors, LLC 0.02% New 4,368 $212K
Whittier Trust Co. 0.00% Reduce -8.6% 4,297 $208K
Precision Wealth Strategies, LLC 0.21% Reduce -25.3% 4,243 $206K
Creative Planning 0.00% Reduce -34.9% 4,226 $205K
Icon Wealth Advisors, LLC 0.02% Reduce -18.1% 4,037 $192K
Northwestern Mutual Wealth Management Co. 0.00% New 3,738 $181K
EntryPoint Capital, LLC 0.08% Add +534.2% 3,488 $169K
Osaic Holdings, Inc. 0.00% Reduce -8.7% 3,332 $161K
Canada Pension Plan Investment Board 0.00% Reduce -61.9% 3,200 $155K
nVerses Capital, LLC 0.09% New 3,000 $145K
Group One Trading LLC 0.00% Add +241.0% 2,769 $134K
Parallel Advisors, LLC 0.00% Reduce -3.4% 2,552 $124K
FNY Investment Advisers, LLC 0.08% New 2,550 $123K
CIBC Private Wealth Group LLC 0.00% Add +279.1% 2,506 $122K
Parkside Financial Bank & Trust 0.02% Add +0.9% 2,363 $114K
Fifth Third Bancorp 0.00% Add +13.0% 2,306 $112K
First Horizon Advisors, Inc. 0.00% Reduce -7.1% 1,610 $78K
State of Wyoming 0.01% Reduce -78.7% 1,532 $74K
KBC Group NV 0.00% Add +26.3% 1,514 $73K
Bessemer Group Inc. 0.00% Reduce -98.8% 1,391 $67K
Virtus Fund Advisers, LLC 0.25% Reduce -28.3% 1,324 $64K
Globeflex Capital L P 0.01% No change 1,321 $64K
1620 Investment Advisors, Inc. 0.05% New 1,311 $64K
Broadwater Capital Management LLC 0.05% No change 1,300 $63K
Benjamin Edwards Inc. 0.01% Reduce -7.4% 1,200 $58K
Asset Management One Co., Ltd. 0.00% Add +35.5% 1,122 $54K
STRS Ohio 0.00% Reduce -68.6% 1,100 $53K
NewEdge Advisors, LLC 0.00% Add +10.3% 1,079 $52K
Covestor Ltd 0.03% Reduce -29.4% 1,055 $51K
Smartleaf Asset Management LLC 0.01% Add +8.4% 1,003 $48K
Pacer Advisors, Inc. 0.00% Add +44.3% 932 $45K
Concourse Financial Group Securities, Inc. 0.00% Add +6.0% 844 $41K
Quarry LP 0.01% New 666 $32K
CVA Family Office, LLC 0.01% No change 615 $30K
Nisa Investment Advisors, LLC 0.00% Add +6.0% 584 $28K
Park Place Capital Corp 0.01% Reduce -33.2% 576 $28K
Cwm, LLC 0.00% Reduce -11.2% 539 $26K
Harbor Investment Advisory, LLC 0.00% Reduce -58.5% 500 $24K
Rise Advisors, LLC 0.01% No change 409 $20K
GAMMA Investing LLC 0.00% Add +24.1% 355 $17K
Clearstead Advisors, LLC 0.00% New 300 $15K
Whittier Trust Co. of Nevada Inc. 0.00% New 280 $14K
Operose Advisors LLC 0.00% No change 250 $12K
SouthState Bank Corp 0.00% New 250 $12K
Colonial Trust Co / SC 0.00% No change 239 $11K
Crewe Advisors LLC 0.00% New 182 $9K
Venturi Wealth Management, LLC 0.00% No change 153 $7K
Quadrant Capital Group LLC 0.00% Reduce -84.1% 146 $7K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -30.2% 150 $7K
Opal Wealth Advisors, LLC 0.00% New 140 $7K
DHJJ Financial Advisors, Ltd. 0.00% Reduce -12.8% 136 $7K
Wolff Wiese Magana LLC 0.00% No change 119 $6K
Russell Investments Group, Ltd. 0.00% Reduce -69.6% 115 $6K
Private Trust Co. NA 0.00% No change 111 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 103 $5K
Birchbrook, Inc. 0.00% No change 100 $5K
Farther Finance Advisors, LLC 0.00% Add +42.4% 94 $5K
Tucker Asset Management LLC 0.00% New 89 $4K
Global Retirement Partners, LLC 0.00% Add +31.7% 79 $4K
HM Payson & Co. 0.00% Reduce -80.0% 75 $4K
Bell Investment Advisors, Inc 0.00% Add +13.2% 60 $3K
Cornerstone Planning Group LLC 0.00% Reduce -69.9% 49 $2K
Financial Network Wealth Advisors LLC 0.00% New 44 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 43 $2K
Spire Wealth Management 0.00% No change 41 $2K
Principal Securities, Inc. 0.00% Add +53.9% 40 $2K
Innealta Capital, LLC 0.00% New 31 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Add +3.5% 30 $1K
Versant Capital Management, Inc 0.00% New 29 $1K
Farmers & Merchants Investments Inc. 0.00% Add +12.0% 28 $1K
Plato Investment Management Ltd 0.00% New 27 $1K
Your Advocates Ltd., LLP 0.00% No change 25 $1K
Beacon Capital Management, LLC 0.00% No change 25 $1K
UMB Bank, n.a. 0.00% Add +9.1% 24 $1K
Beaird Harris Wealth Management, LLC 0.00% New 23 $1K
Fairman Group, LLC 0.00% No change 22 $1K
Sachetta, LLC 0.00% New 19 $901
Lindbrook Capital, LLC 0.00% Reduce -15.8% 16 $775
FinTrust Capital Advisors, LLC 0.00% No change 13 $646
EverSource Wealth Advisors, LLC 0.00% Add +175.0% 11 $523
Rothschild Investment LLC 0.00% Add +100.0% 10 $485
Avior Wealth Management, LLC 0.00% Reduce -98.2% 10 $484
C M Bidwell & Associates Ltd. 0.00% Add +40.0% 7 $339
Valued Wealth Advisors LLC 0.00% No change 5 $243
Raffa Wealth Management, LLC 0.00% No change 4 $194
Abound Wealth Management 0.00% No change 4 $194
Larson Financial Group LLC 0.00% New 3 $145
JFS Wealth Advisors, LLC 0.00% No change 1 $49

"% of holder's portfolio" is BL's weight in each manager's 13F, not the share of Blackline Inc. the manager owns.