Atlas Capital Advisors’s BlackLine BL Stock Holding History

Atlas Capital Advisors’s Portfolio BL Stock Details BL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,520	Closed	-$130K	–	1060
2026 Q1	$130K	Sell	3,520 -1,135	-24%	-$48.9K	0.01%	486
2025 Q4	$257K	Buy	+4,655	New	+$256K	0.03%	367
2025 Q2	$264K	Buy	+4,655	New	+$240K	0.03%	355

Other funds holding BL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fivespan Partners San Francisco, California $424M AUM

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Atlas Capital Advisors's BL Position: Q2 2026 in Review

Atlas Capital Advisors sold out of BlackLine (BL) in Q2 2026, closing a stake of 3,520 shares — an estimated $130K sold.

Atlas Capital Advisors first reported a position in BL in Q2 2025 and held it in 3 quarters. The position peaked at $264K in Q2 2025. 246 funds tracked by Wall St. Rank hold BL as of Q2 2026.

Atlas Capital Advisors reported no remaining BlackLine position as of Q2 2026 after selling out during the quarter.
Atlas Capital Advisors sold 3,520 BlackLine shares in Q2 2026, an estimated $130K.
Atlas Capital Advisors first reported a position in BlackLine in Q2 2025 and held it in 3 quarters.
Atlas Capital Advisors's BlackLine position peaked at $264K in Q2 2025.
246 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.