BlacklineBL

13F holders, Q4 2024 (December 31)
306holders +14
46new positions
38sold out
7famous investors
$60.78avg. 13F price*

At the end of Q4 2024, 306 institutions reported holding Blackline Inc. (BL) in their 13F filings, up 14 from Q3 2024. 46 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($545.2M), Vanguard Group Inc. ($438.2M) and Clearlake Capital Group, L.P. ($347.1M). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions46$131.1M
Exits38$67.2M

All 13F filers, Q3 2024 → Q4 2024: 6,867,478 shares bought and 4,959,071 shares sold, net +1,908,407 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 306 holders

BlackRock, Inc. 0.01% Add +1.3% 8,972,787 $545.2M
Vanguard Group Inc. 0.01% Add +0.2% 7,212,645 $438.2M
Clearlake Capital Group, L.P. 28.32% No change 5,712,300 $347.1M
FMR LLC 0.02% Reduce -13.4% 4,461,531 $271.1M
State Street Corp. 0.01% Add +4.3% 2,197,451 $133.5M
Conestoga Capital Advisors, LLC 1.70% Add +20.2% 2,113,882 $128.4M
ICONIQ Capital, LLC 1.97% No change 2,087,081 $126.8M
JPMorgan Chase & Co. 0.01% Reduce -8.8% 1,519,222 $92.3M
Geode Capital Management, LLC 0.01% Reduce -0.0% 1,281,514 $77.9M
Morgan Stanley 0.01% Add +52.9% 1,217,383 $74.0M
Riverbridge Partners LLC 0.98% Reduce -7.5% 1,176,641 $71.5M
Topline Capital Management, LLC 11.45% — 996,904 $60.6M
American Century Companies Inc. 0.03% Add +12538.0% 896,665 $54.5M
Geneva Capital Management LLC 0.92% Reduce -2.1% 877,024 $53.3M
Hawk Ridge Capital Management LP 2.53% Reduce -49.9% 873,760 $53.1M
Bank of America Corp. 0.00% Reduce -2.2% 806,657 $49.0M
Brown Advisory Inc. 0.06% Add +38.8% 783,437 $47.6M
Northern Trust Corp. 0.01% Add +14.9% 745,397 $45.3M
Tensile Capital Management LP 4.68% Add +16.5% 740,997 $45.0M
Dimensional Fund Advisors LP 0.01% Add +8.8% 721,831 $43.9M
Goldman Sachs Group Inc. 0.01% Add +55.2% 654,744 $39.8M
Capital World Investors 0.01% No change 595,000 $36.2M
Westwood Holdings Group Inc. 0.27% New 574,848 $34.9M
Bank of New York Mellon Corp 0.01% Reduce -3.8% 558,997 $34.0M
Charles Schwab Investment Management Inc. 0.01% Add +1.3% 501,699 $30.5M
Handelsbanken Fonder AB 0.11% Add +21.0% 489,200 $29.7M
Schwartz Investment Counsel Inc. 1.05% Add +17.1% 480,000 $29.2M
Barclays PLC 0.01% Reduce -2.0% 469,212 $28.5M
First Trust Advisors LP 0.02% Add +6.6% 456,038 $27.7M
Palisade Capital Management, LP 0.81% Add +49.6% 442,029 $26.9M
UBS Group AG 0.01% Add +78.2% 421,450 $25.6M
Balyasny Asset Management L.P. 0.06% Add +365.6% 405,801 $24.7M
Janus Henderson Group PLC 0.01% Add +0.0% 402,039 $24.4M
Raymond James Financial Inc. 0.01% — 391,208 $23.8M
Ameriprise Financial Inc. 0.01% Add +17.4% 388,594 $23.6M
BNP Paribas Financial Markets 0.02% Reduce -3.6% 356,912 $21.7M
Scalar Gauge Management, LLC 9.90% Add +442.8% 352,841 $21.4M
Shannon River Fund Management LLC 3.50% New 326,313 $19.8M
Arrowstreet Capital, Limited Partnership 0.02% New 319,158 $19.4M
Principal Financial Group Inc. 0.01% Add +4.9% 305,031 $18.5M
Baillie Gifford & Co. 0.01% Reduce -25.3% 297,953 $18.1M
Ananym Capital Management, LP 10.60% — 287,976 $17.5M
Barton Investment Management 1.76% Reduce -32.2% 273,082 $16.6M
Royal Bank of Canada 0.00% Add +10.2% 269,594 $16.4M
T. Rowe Price Associates Inc. 0.00% Add +644.5% 253,743 $15.4M
DF Dent & Co. Inc. 0.17% Reduce -8.1% 223,320 $13.6M
Robeco Institutional Asset Management B.V. 0.02% No change 210,000 $12.8M
Gagnon Securities LLC 2.42% Add +6.6% 197,278 $12.0M
Citadel Advisors 0.01% Reduce -35.8% 193,440 $11.8M
First Manhattan Co. Llc. 0.03% New 160,410 $11.2M
Bank of Montreal 0.01% Reduce -30.8% 181,794 $11.0M
Invesco Ltd. 0.00% Reduce -4.4% 170,164 $10.3M
Comerica Bank 0.04% Add +18.9% 168,230 $10.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +32.3% 157,535 $9.6M
Squarepoint Ops LLC 0.02% Reduce -35.1% 157,171 $9.5M
Nuveen Asset Management, LLC 0.00% Add +0.3% 156,487 $9.5M
Pier Capital, LLC 1.35% Add +3.0% 156,284 $9.5M
Millennium Management 0.01% Reduce -34.7% 151,730 $9.2M
Envestnet Asset Management Inc. 0.00% Add +16.8% 149,369 $9.1M
Legal & General Group Plc 0.00% Add +0.8% 147,660 $9.0M
New York State Common Retirement Fund 0.01% Add +43.9% 147,527 $9.0M
Sei Investments Co. 0.01% Add +6.2% 147,381 $9.0M
Rhumbline Advisers 0.01% Reduce -1.9% 146,024 $8.9M
Nicholas Company, Inc. 0.14% No change 141,790 $8.6M
Public Sector Pension Investment Board 0.03% Add +18.1% 129,235 $7.9M
CANADA LIFE ASSURANCE Co 0.01% Reduce -9.0% 128,321 $7.8M
Cinctive Capital Management LP 0.39% Add +14.8% 119,838 $7.3M
Mutual of America Capital Management LLC 0.08% Add +102.4% 117,142 $7.1M
Norges Bank 0.00% Add +85.8% 115,182 $7.0M
California Public Employees Retirement System 0.00% Add +0.4% 104,564 $6.4M
Susquehanna Fundamental Investments, LLC 0.11% — 104,301 $6.3M
Swiss National Bank 0.00% Add +1.2% 104,000 $6.3M
Gagnon Advisors, LLC 4.03% No change 103,692 $6.3M
Segall Bryant & Hamill, LLC 0.09% New 103,038 $6.3M
WINTON GROUP Ltd 0.41% New 101,439 $6.2M
Rheos Capital Works Inc. 0.34% New 100,000 $6.1M
Wells Fargo & Company 0.00% Add +62.9% 96,597 $5.9M
Citigroup Inc. 0.01% Add +10.1% 93,832 $5.7M
Stanley-Laman Group, Ltd. 0.80% Reduce -14.0% 93,313 $5.7M
State of Wisconsin Investment Board 0.01% Add +277.9% 90,230 $5.5M
Granite Investment Partners, LLC 0.24% Reduce -7.1% 89,805 $5.5M
Qube Research & Technologies Ltd 0.01% Add +79.0% 86,129 $5.2M
Blair William & Co. 0.01% Reduce -3.1% 82,238 $5.0M
Sone Capital Management, LLC 0.62% — 81,204 $4.9M
Advantage Alpha Capital Partners LP 1.14% Add +51.7% 79,440 $4.8M
Marshall Wace, LLP 0.01% Reduce -18.3% 75,947 $4.6M
Renaissance Group LLC 0.19% Add +40.7% 73,888 $4.5M
Point72 Asset Management 0.01% Reduce -77.1% 72,910 $4.4M
Public Employees Retirement System of Ohio 0.01% New 71,773 $4.4M
Federated Hermes, Inc. 0.01% Add +11.4% 71,370 $4.3M
Alliancebernstein L.P. 0.00% Reduce -0.9% 70,396 $4.3M
Fred Alger Management, LLC 0.02% Reduce -16.5% 69,962 $4.3M
D. E. Shaw & Co. 0.00% Reduce -55.6% 66,521 $4.0M
Polen Capital Management LLC 0.01% Reduce -9.4% 62,791 $3.8M
Bullseye Asset Management LLC 1.75% Reduce -1.1% 61,442 $3.7M
Trexquant Investment LP 0.04% Reduce -71.7% 60,586 $3.7M
Susquehanna International Group, LLP 0.01% Add +804.9% 58,938 $3.6M
Deutsche Bank AG 0.00% Add +59.2% 53,811 $3.3M
Prudential Financial Inc. 0.00% Reduce -1.5% 53,028 $3.2M
Assenagon Asset Management S.A. 0.01% Reduce -76.5% 52,899 $3.2M
Amundi 0.00% Reduce -64.2% 54,274 $3.1M
California State Teachers Retirement System 0.00% Reduce -0.6% 49,772 $3.0M
Alberta Investment Management Corp 0.02% New 49,535 $3.0M
Redmond Asset Management, LLC 0.74% Reduce -1.0% 49,082 $3.0M
Hillsdale Investment Management Inc. 0.14% Add +0.9% 46,600 $2.8M
McMorgan & Co. LLC 0.43% Reduce -0.6% 46,132 $2.8M
Hel Ved Capital Management Ltd 0.84% New 45,030 $2.7M
Thrivent Financial for Lutherans 0.01% Reduce -1.0% 44,174 $2.7M
Gotham Asset Management 0.02% Reduce -21.1% 39,826 $2.4M
Canada Pension Plan Investment Board 0.00% Add +58.5% 38,200 $2.3M
Los Angeles Capital Management LLC 0.01% Add +23.9% 37,961 $2.3M
State of New Jersey Common Pension Fund D 0.01% Reduce -7.8% 36,381 $2.2M
Oppenheimer Asset Management Inc. 0.03% Reduce -8.1% 34,888 $2.1M
MetLife Investment Management, LLC 0.01% Add +4.5% 34,812 $2.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.0% 32,856 $2.0M
Corebridge Financial, Inc. 0.01% Reduce -7.2% 30,524 $1.9M
State of Alaska, Department of Revenue 0.02% Add +0.1% 29,475 $1.8M
Chicago Capital, LLC 0.05% No change 29,178 $1.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.1% 29,149 $1.8M
Holocene Advisors, LP 0.01% Reduce -66.3% 29,139 $1.8M
TIG Advisors, LLC 0.13% New 28,434 $1.7M
Senvest Management, LLC 0.05% New 27,400 $1.7M
ExodusPoint Capital Management, LP 0.02% Reduce -52.5% 26,903 $1.6M
AXA S.A. 0.01% Reduce -6.4% 26,894 $1.6M
Illinois Municipal Retirement Fund 0.02% Reduce -2.5% 26,261 $1.6M
Man Group plc 0.00% New 25,221 $1.5M
Louisiana State Employees Retirement System 0.03% Add +0.8% 25,100 $1.5M
Lazard Asset Management LLC 0.00% Add +39.6% 25,097 $1.5M
Castleark Management LLC 0.05% New 24,850 $1.5M
MYDA Advisors LLC 0.42% New 24,000 $1.5M
Kensington Investment Counsel, LLC 0.58% Reduce -7.5% 22,942 $1.4M
Glenmede Trust Co. NA 0.01% Add +25.3% 22,307 $1.4M
Verition Fund Management LLC 0.01% New 22,238 $1.4M
Franklin Resources Inc. 0.00% Add +22.1% 22,007 $1.3M
Select Equity Group, L.P. 0.01% New 21,862 $1.3M
Ensign Peak Advisors, Inc 0.00% No change 20,325 $1.2M
Intech Investment Management LLC 0.01% Add +36.1% 20,201 $1.2M
Integrated Quantitative Investments LLC 0.60% — 19,834 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -1.8% 19,729 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 19,600 $1.2M
HRT Financial LP 0.01% Reduce -1.5% 18,602 $1.1M
Ceera Investments, LLC 0.38% Add +160.5% 18,414 $1.1M
State of Tennessee, Department of Treasury 0.00% Reduce -20.5% 18,151 $1.1M
ProShare Advisors LLC 0.00% Add +42.7% 17,736 $1.1M
Victory Capital Management Inc. 0.00% Reduce -31.1% 17,682 $1.1M
Maryland State Retirement & Pension System 0.02% Add +0.2% 17,466 $1.1M
Voya Investment Management LLC 0.00% Reduce -8.6% 17,360 $1.1M
LPL Financial LLC 0.00% Add +88.5% 17,248 $1.0M
Campbell & CO Investment Adviser LLC 0.07% Add +93.3% 15,891 $966K
Numerai GP LLC 0.26% Reduce -31.4% 15,659 $951K
Amalgamated Bank 0.01% Add +0.3% 15,459 $939K
State Board of Administration of Florida Retirement System 0.00% Add +2.2% 15,421 $937K
Arizona State Retirement System 0.01% Add +1.3% 15,322 $931K
Virtus Investment Advisers, LLC 0.75% No change 15,242 $926K
Cresset Asset Management, LLC 0.00% Reduce -2.8% 14,291 $868K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +14.9% 13,398 $814K
Trust Point Inc. 0.05% Reduce -12.4% 12,836 $780K
US Bancorp \de 0.00% Reduce -16.8% 12,777 $776K
Wakefield Asset Management LLLP 0.25% Reduce -0.5% 12,411 $754K
New York State Teachers Retirement System 0.00% No change 12,300 $747K
Police & Firemen's Retirement System of New Jersey 0.01% — 12,288 $747K
Oregon Public Employees Retirement Fund 0.01% No change 12,171 $740K
Tidal Investments LLC 0.01% Reduce -11.0% 12,052 $732K
Teacher Retirement System of Texas 0.00% Add +87.2% 11,740 $713K
Synovus Financial Corp. 0.01% New 11,332 $689K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.4% 11,072 $673K
Atom Investors LP 0.08% Add +108.1% 10,773 $655K
KLP Kapitalforvaltning As 0.00% — 10,700 $650K
Prelude Capital Management, LLC 0.05% New 9,924 $603K
Jane Street Group, LLC 0.00% Reduce -85.0% 9,689 $589K
Creative Planning 0.00% Add +17.3% 9,365 $569K
Avantax Advisory Services, Inc. 0.00% Reduce -14.1% 8,323 $506K
HSBC Holdings PLC 0.00% Reduce -1.6% 8,105 $487K
Danske Bank A/S 0.00% New 7,865 $478K
Allianz Asset Management GmbH 0.00% New 7,600 $462K
Evanson Asset Management, LLC 0.03% No change 7,350 $447K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -94.4% 7,215 $438K
Alps Advisors Inc. 0.00% No change 7,150 $434K
Pictet Asset Management Holding SA 0.00% No change 7,148 $434K
SG Americas Securities, LLC 0.00% Reduce -83.0% 7,071 $430K
Stifel Financial Corp. 0.00% Add +60.2% 6,561 $399K
Cim Investment Management Inc. 0.12% No change 6,503 $395K
HighTower Advisors, LLC 0.00% Add +2.5% 6,475 $393K
Procyon Advisors, LLC 0.03% Reduce -3.5% 6,442 $391K
PNC Financial Services Group, Inc. 0.00% Add +0.3% 6,393 $388K
Ameritas Investment Partners, Inc. 0.01% Add +6.3% 6,038 $367K
Gsa Capital Partners LLP 0.03% New 6,003 $365K
Woodline Partners LP 0.00% New 6,002 $365K
Two Sigma Investments, LP 0.00% Reduce -66.9% 5,906 $359K
Graham Capital Management, L.P. 0.02% Reduce -56.9% 5,862 $356K
Public Employees Retirement Association of Colorado 0.00% No change 5,843 $355K
Dynamic Technology Lab Private Ltd 0.06% New 5,796 $352K
Nomura Holdings Inc. 0.00% New 5,768 $350K
Captrust Financial Advisors 0.00% Reduce -41.5% 5,677 $345K
Cibc World Markets Corp. 0.00% New 5,401 $328K
Atria Investments, Inc 0.00% Add +2.7% 5,255 $319K
Cetera Investment Advisers 0.00% Reduce -4.9% 5,129 $312K
Bayesian Capital Management, LP 0.04% Reduce -24.4% 5,100 $310K
Hardy Reed LLC 0.03% Add +9.5% 4,843 $294K
O'shaughnessy Asset Management, LLC 0.00% New 4,774 $290K
Tudor Investment Corporation 0.00% New 4,611 $280K
Engineers Gate Manager LP 0.00% Reduce -71.8% 4,544 $276K
Stratos Wealth Partners, LTD. 0.00% New 4,335 $263K
Mariner, LLC 0.00% New 4,321 $263K
Corient Private Wealth LP 0.00% New 4,181 $254K
Pacer Advisors, Inc. 0.00% Add +154.1% 4,159 $253K
Wrapmanager Inc. 0.06% Reduce -12.7% 4,148 $252K
Xponance LLC 0.00% Add +9.2% 4,142 $252K
DC Investments Management, LLC 0.16% No change 4,087 $248K
Bridgewater Associates 0.00% New 4,018 $244K
Dakota Wealth Management 0.01% New 4,017 $244K
Centiva Capital, LP 0.01% Reduce -34.7% 3,978 $242K
Sanctuary Advisors, LLC 0.00% Reduce -0.3% 3,629 $230K
Mackenzie Financial Corp. 0.00% No change 3,711 $225K
Crossmark Global Holdings, Inc. 0.00% Reduce -1.9% 3,680 $224K
Praxis Investment Management Inc. 0.01% Reduce -51.1% 3,640 $221K
Pathstone Holdings, LLC 0.00% New 3,566 $217K
Olympiad Research LP 0.21% New 3,323 $202K
STRS Ohio 0.00% Add +145.4% 2,700 $164K
Fifth Third Bancorp 0.00% Add +4.7% 2,691 $164K
Smartleaf Asset Management LLC 0.02% Add +167.5% 2,702 $163K
Icon Wealth Advisors, LLC 0.01% Reduce -7.8% 2,605 $158K
New Age Alpha Advisors, LLC 0.01% New 2,511 $153K
Parkside Financial Bank & Trust 0.02% Reduce -7.2% 2,322 $141K
KBC Group NV 0.00% Add +44.0% 2,180 $132K
Whittier Trust Co. 0.00% Reduce -50.5% 2,125 $129K
AlphaQuest LLC 0.02% Reduce -76.5% 2,063 $125K
CIBC Private Wealth Group LLC 0.00% Reduce -13.7% 2,044 $117K
State of Wyoming 0.01% Add +7.4% 1,809 $110K
Covestor Ltd 0.06% Add +20.1% 1,672 $102K
Osaic Holdings, Inc. 0.00% Add +12.0% 1,658 $93K
1620 Investment Advisors, Inc. 0.07% Add +0.1% 1,409 $86K
Broadwater Capital Management LLC 0.06% No change 1,300 $79K
Asset Management One Co., Ltd. 0.00% Add +19.8% 1,266 $77K
Shell Asset Management Co. 0.00% No change 1,246 $76K
Tower Research Capital LLC (TRC) 0.00% Reduce -39.4% 1,233 $75K
Johnson Financial Group, Inc. 0.00% New 1,145 $73K
Bayforest Capital Ltd 0.09% — 1,118 $68K
First Horizon Advisors, Inc. 0.00% Add +10.3% 1,052 $64K
Virtus Fund Advisers, LLC 0.19% Add +3.6% 1,015 $62K
Huntington National Bank 0.00% Add +596.4% 968 $59K
Concourse Financial Group Securities, Inc. 0.00% Add +4.0% 859 $51K
Headlands Technologies LLC 0.01% New 828 $50K
Nisa Investment Advisors, LLC 0.00% Add +18.9% 731 $44K
Cwm, LLC 0.00% Add +8.5% 701 $43K
GAMMA Investing LLC 0.00% Add +41.2% 634 $39K
CVA Family Office, LLC 0.01% No change 615 $37K
Quadrant Capital Group LLC 0.00% Add +243.5% 584 $35K
Global Retirement Partners, LLC 0.00% Add +568.4% 528 $32K
Park Place Capital Corp 0.01% Reduce -7.3% 520 $32K
SBI Securities Co., Ltd. 0.00% — 515 $31K
Harbor Investment Advisory, LLC 0.00% No change 500 $30K
Bessemer Group Inc. 0.00% Reduce -63.5% 466 $28K
Whittier Trust Co. of Nevada Inc. 0.00% Add +44.6% 405 $25K
Steward Partners Investment Advisory, LLC 0.00% New 378 $23K
Russell Investments Group, Ltd. 0.00% Add +5.8% 346 $21K
Jones Financial Companies LLLP 0.00% Add +81.8% 329 $20K
Rise Advisors, LLC 0.01% Reduce -21.3% 322 $20K
Parallel Advisors, LLC 0.00% Add +16.2% 272 $17K
SouthState Bank Corp 0.00% No change 250 $15K
Elequin Capital, LP 0.00% Reduce -6.7% 238 $14K
Clearstead Advisors, LLC 0.00% No change 199 $12K
Promethos Capital, LLC 0.00% New 180 $11K
DHJJ Financial Advisors, Ltd. 0.00% No change 136 $8K
UMB Bank, n.a. 0.00% Reduce -10.7% 134 $8K
Lindbrook Capital, LLC 0.00% Add +35.8% 129 $8K
Versant Capital Management, Inc 0.00% Add +331.0% 125 $8K
Venturi Wealth Management, LLC 0.00% No change 121 $7K
Mather Group, Llc. 0.00% New 121 $7K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -36.6% 111 $7K
WPG Advisers, LLC 0.01% — 106 $6K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 103 $6K
Birchbrook, Inc. 0.00% No change 100 $6K
Rothschild Investment LLC 0.00% Add +21.4% 85 $5K
Principal Securities, Inc. 0.00% Add +464.3% 79 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Add +15.6% 74 $4K
C M Bidwell & Associates Ltd. 0.00% Add +885.7% 69 $4K
Tucker Asset Management LLC 0.00% Reduce -18.8% 69 $4K
Sterling Capital Management LLC 0.00% No change 59 $4K
Wolff Wiese Magana LLC 0.00% No change 57 $3K
EverSource Wealth Advisors, LLC 0.00% Add +381.8% 53 $3K
Cherry Tree Wealth Management, LLC 0.00% No change 43 $3K
Signaturefd, LLC 0.00% Add +48.3% 43 $3K
Bell Investment Advisors, Inc 0.00% Reduce -16.7% 40 $2K
NewEdge Advisors, LLC 0.00% No change 39 $2K
Decker Retirement Planning Inc. 0.00% — 30 $2K
Farmers & Merchants Investments Inc. 0.00% No change 28 $2K
Plato Investment Management Ltd 0.00% No change 27 $2K
Your Advocates Ltd., LLP 0.00% No change 25 $2K
Beacon Capital Management, LLC 0.00% No change 25 $2K
Leonteq Securities AG 0.00% New 25 $2K
MAI Capital Management 0.00% New 20 $1K
New Wave Wealth Advisors LLC 0.00% New 20 $1K
Allworth Financial LP 0.00% No change 19 $1K
IFP Advisors, Inc 0.00% Reduce -78.8% 7 $790
Farther Finance Advisors, LLC 0.00% No change 10 $608
Avior Wealth Management, LLC 0.00% No change 10 $607
Lanark Financial, Inc. 0.05% — 8 $514
JFS Wealth Advisors, LLC 0.00% No change 8 $487
Abound Wealth Management 0.00% No change 4 $244
Raffa Wealth Management, LLC 0.00% No change 4 $243
SJS Investment Consulting Inc. 0.00% No change 3 $183
Grove Bank & Trust 0.00% New 3 $182
Larson Financial Group LLC 0.00% No change 3 $182
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -85.0% 3 $0
Hemington Wealth Management 0.00% No change 4 $0

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