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Clearstead Advisors’s BlackLine BL Stock Holding History

Clearstead 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 		$197 Buy
+7
New +$209 ﹤0.01% 3206
2025
Q3 		– Sell
-181
Closed -$10.2K – 3110
2025
Q2 		$10.2K Sell
181
-84
-32% -$4.34K ﹤0.01% 1883
2025
Q1 		$12.8K Buy
265
+66
+33% +$3.61K ﹤0.01% 1547
2024
Q4 		$12.1K Hold
199
– – ﹤0.01% 1525
2024
Q3 		$11K Sell
199
-101
-34% -$4.97K ﹤0.01% 1563
2024
Q2 		$14.5K Buy
+300
New +$16.5K ﹤0.01% 1457
2022
Q2 		– Sell
-118
Closed -$9K – 1288
2022
Q1 		$9K Buy
+118
New +$9.54K ﹤0.01% 995

Other funds holding BL

BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FP
Fivespan Partners San Francisco, California $424M AUM
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Neuberger Berman Group
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

Clearstead Advisors's BL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in BlackLine (BL) in Q2 2026: 7 shares worth $197. The stake represents ﹤0.01% of the portfolio and ranks #3206 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BL as recently as Q2 2025.

Clearstead Advisors first reported a position in BL in Q1 2022 and has held it in 7 quarters since. The position peaked at $14.5K in Q2 2024. 247 funds tracked by Wall St. Rank hold BL as of Q2 2026.

  • Clearstead Advisors held 7 shares of BlackLine worth $197 as of Q2 2026.
  • BlackLine was a new Clearstead Advisors position in Q2 2026.
  • BlackLine made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3206 holding.
  • Clearstead Advisors first reported a position in BlackLine in Q1 2022 and has held it in 7 quarters since.
  • Clearstead Advisors's BlackLine position peaked at $14.5K in Q2 2024.
  • 247 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.