Creative Planning
BL icon

Creative Planning’s BlackLine BL Stock Holding History

Creative Planning’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 		$994K Buy
26,871
+11,981
+80% +$516K ﹤0.01% 2464
2025
Q4 		$823K Buy
14,890
+2,603
+21% +$143K ﹤0.01% 2443
2025
Q3 		$652K Sell
12,287
-3,883
-24% -$210K ﹤0.01% 2496
2025
Q2 		$916K Buy
16,170
+4,636
+40% +$239K ﹤0.01% 1943
2025
Q1 		$558K Buy
11,534
+2,169
+23% +$119K ﹤0.01% 2187
2024
Q4 		$569K Buy
9,365
+1,381
+17% +$82.4K ﹤0.01% 2106
2024
Q3 		$440K Buy
7,984
+3,758
+89% +$185K ﹤0.01% 2214
2024
Q2 		$205K Sell
4,226
-2,268
-35% -$125K ﹤0.01% 2660
2024
Q1 		$419K Buy
6,494
+2,880
+80% +$175K ﹤0.01% 1992
2023
Q4 		$226K Buy
+3,614
New +$204K ﹤0.01% 2324
2017
Q3 		– Sell
-100
Closed -$4K – 2092
2017
Q2 		$4K Hold
100
– – ﹤0.01% 4076
2017
Q1 		$3K Hold
100
– – ﹤0.01% 4133
2016
Q4 		$3K Buy
+100
New +$2.56K ﹤0.01% 4129

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

Creative Planning's BL Position: Q1 2026 in Review

Creative Planning increased its BlackLine (BL) stake by 80% in Q1 2026, buying an estimated $516K and bringing the position to 26,871 shares worth $994K. The position accounts for ﹤0.01% of the portfolio, ranked #2464.

Creative Planning first reported a position in BL in Q4 2016 and has held it in 13 quarters since. 277 funds tracked by Wall St. Rank hold BL as of Q1 2026.

  • Creative Planning held 26,871 shares of BlackLine worth $994K as of Q1 2026.
  • Creative Planning bought 11,981 BlackLine shares in Q1 2026, an estimated $516K.
  • BlackLine made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2464 holding.
  • Creative Planning first reported a position in BlackLine in Q4 2016 and has held it in 13 quarters since.
  • 277 funds tracked by Wall St. Rank held BlackLine as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.