AI
BL icon

Atria Investments’s BlackLine BL Stock Holding History

Atria Investments’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
Q1 		– Sell
-4,770
Closed -$264K – 2045
2025
Q4 		$264K Sell
4,770
-1,118
-19% -$61.6K ﹤0.01% 1813
2025
Q3 		$313K Sell
5,888
-9
-0.2% -$486 ﹤0.01% 1695
2025
Q2 		$334K Buy
5,897
+316
+6% +$16.3K ﹤0.01% 1655
2025
Q1 		$270K Buy
5,581
+326
+6% +$17.9K ﹤0.01% 1678
2024
Q4 		$319K Buy
5,255
+140
+3% +$8.35K ﹤0.01% 1565
2024
Q3 		$282K Sell
5,115
-9,138
-64% -$450K ﹤0.01% 1642
2024
Q2 		$691K Sell
14,253
-5,171
-27% -$284K 0.01% 1138
2024
Q1 		$1.25M Sell
19,424
-3,825
-16% -$232K 0.02% 852
2023
Q4 		$1.45M Sell
23,249
-3,150
-12% -$178K 0.02% 732
2023
Q3 		$1.46M Buy
26,399
+2,643
+11% +$145K 0.03% 686
2023
Q2 		$1.28M Sell
23,756
-8,213
-26% -$456K 0.02% 735
2023
Q1 		$2.15M Buy
31,969
+5,014
+19% +$346K 0.04% 510
2022
Q4 		$1.81M Sell
26,955
-2,390
-8% -$148K 0.04% 546
2022
Q3 		$1.76M Sell
29,345
-2,694
-8% -$181K 0.04% 524
2022
Q2 		$2.13M Sell
32,039
-3,602
-10% -$247K 0.04% 487
2022
Q1 		$2.61M Sell
35,641
-115
-0.3% -$9.3K 0.05% 473
2021
Q4 		$3.7M Sell
35,756
-4,085
-10% -$474K 0.07% 363
2021
Q3 		$4.7M Sell
39,841
-8,876
-18% -$1.02M 0.09% 264
2021
Q2 		$5.42M Buy
48,717
+2,402
+5% +$262K 0.1% 222
2021
Q1 		$5.02M Buy
46,315
+3,204
+7% +$400K 0.11% 209
2020
Q4 		$5.75M Buy
43,111
+2,903
+7% +$324K 0.14% 177
2020
Q3 		$3.6M Buy
40,208
+2,550
+7% +$214K 0.11% 211
2020
Q2 		$3.12M Buy
37,658
+2,504
+7% +$167K 0.11% 224
2020
Q1 		$1.85M Buy
35,154
+3,856
+12% +$226K 0.14% 143
2019
Q4 		$1.61M Buy
31,298
+4,764
+18% +$238K 0.04% 381
2019
Q3 		$1.27M Buy
26,534
+2,539
+11% +$126K 0.05% 350
2019
Q2 		$1.23M Buy
23,995
+6,294
+36% +$313K 0.05% 351
2019
Q1 		$820K Buy
+17,701
New +$832K 0.03% 406

Other funds holding BL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Atria Investments's BL Position: Q1 2026 in Review

Atria Investments sold out of BlackLine (BL) in Q1 2026, closing a stake of 4,770 shares — an estimated $264K sold.

Atria Investments first reported a position in BL in Q1 2019 and held it in 28 quarters. The position peaked at $5.75M in Q4 2020. 277 funds tracked by Wall St. Rank hold BL as of Q1 2026.

  • Atria Investments reported no remaining BlackLine position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 4,770 BlackLine shares in Q1 2026, an estimated $264K.
  • Atria Investments first reported a position in BlackLine in Q1 2019 and held it in 28 quarters.
  • Atria Investments's BlackLine position peaked at $5.75M in Q4 2020.
  • 277 funds tracked by Wall St. Rank held BlackLine as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.