Creative Financial Designs’s Blackbaud BLKB Stock Holding History

Creative Financial Designs’s Portfolio BLKB Stock Details BLKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.08K	Hold	28	–	–	﹤0.01%	1886
2025 Q4	$1.77K	Hold	28	–	–	﹤0.01%	1701
2025 Q3	$1.8K	Hold	28	–	–	﹤0.01%	1714
2025 Q2	$1.8K	Sell	28 -31	-53%	-$1.94K	﹤0.01%	1699
2025 Q1	$3.66K	Hold	59	–	–	﹤0.01%	1550
2024 Q4	$4.36K	Hold	59	–	–	﹤0.01%	1454
2024 Q3	$5K	Hold	59	–	–	﹤0.01%	1380
2024 Q2	$4.49K	Hold	59	–	–	﹤0.01%	1335
2024 Q1	$4.37K	Hold	59	–	–	﹤0.01%	1336
2023 Q4	$5.12K	Hold	59	–	–	﹤0.01%	1254
2023 Q3	$4.15K	Hold	59	–	–	﹤0.01%	1218
2023 Q2	$4.2K	Hold	59	–	–	﹤0.01%	1211
2023 Q1	$4.09K	Hold	59	–	–	﹤0.01%	1161
2022 Q4	$3.47K	Hold	59	–	–	﹤0.01%	1100
2022 Q3	$3K	Hold	59	–	–	﹤0.01%	1102
2022 Q2	$3K	Hold	59	–	–	﹤0.01%	1073
2022 Q1	$4K	Hold	59	–	–	﹤0.01%	1065
2021 Q4	$5K	Hold	59	–	–	﹤0.01%	1005
2021 Q3	$4K	Hold	59	–	–	﹤0.01%	1181
2021 Q2	$5K	Hold	59	–	–	﹤0.01%	1157
2021 Q1	$4K	Hold	59	–	–	﹤0.01%	1087
2020 Q4	$3K	Hold	59	–	–	﹤0.01%	1062
2020 Q3	$3K	Hold	59	–	–	﹤0.01%	1010
2020 Q2	$3K	Buy	+59	New	+$3.24K	﹤0.01%	945
2018 Q4	–	Sell	-59	Closed	-$6K	–	598
2018 Q3	$6K	Hold	59	–	–	﹤0.01%	491
2018 Q2	$6K	Hold	59	–	–	﹤0.01%	521
2018 Q1	$6K	Hold	59	–	–	﹤0.01%	468
2017 Q4	$6K	Hold	59	–	–	﹤0.01%	471
2017 Q3	$5K	Hold	59	–	–	﹤0.01%	497
2017 Q2	$5K	Hold	59	–	–	﹤0.01%	511
2017 Q1	$5K	Hold	59	–	–	﹤0.01%	474
2016 Q4	$4K	Buy	+59	New	+$3.77K	﹤0.01%	493

Other funds holding BLKB

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return