Creative Planning
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Creative Planning’s Blackbaud BLKB Stock Holding History

Creative Planning’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
Q2 		$2.07M Buy
70,009
+53,226
+317% +$1.75M ﹤0.01% 2060
2026
Q1 		$648K Buy
16,783
+2,348
+16% +$117K ﹤0.01% 2818
2025
Q4 		$914K Sell
14,435
-2,292
-14% -$142K ﹤0.01% 2353
2025
Q3 		$1.08M Buy
16,727
+9,732
+139% +$637K ﹤0.01% 2048
2025
Q2 		$449K Buy
6,995
+1,266
+22% +$79.1K ﹤0.01% 2559
2025
Q1 		$355K Buy
5,729
+505
+10% +$35.9K ﹤0.01% 2595
2024
Q4 		$386K Buy
5,224
+747
+17% +$61.1K ﹤0.01% 2464
2024
Q3 		$379K Buy
4,477
+10
+0.2% +$796 ﹤0.01% 2336
2024
Q2 		$340K Buy
4,467
+1,187
+36% +$91.4K ﹤0.01% 2248
2024
Q1 		$243K Buy
+3,280
New +$251K ﹤0.01% 2425
2023
Q4 		– Sell
-78
Closed -$5.49K – 2788
2023
Q3 		$5.49K Buy
+78
New +$5.74K ﹤0.01% 2706
2017
Q3 		– Sell
-493
Closed -$42K – 2097
2017
Q2 		$42K Buy
493
+245
+99% +$20.1K ﹤0.01% 2641
2017
Q1 		$19K Buy
248
+93
+60% +$6.6K ﹤0.01% 3154
2016
Q4 		$10K Buy
155
+11
+8% +$704 ﹤0.01% 3539
2016
Q3 		$10K Buy
144
+7
+5% +$474 ﹤0.01% 3498
2016
Q2 		$9K Buy
137
+40
+41% +$2.53K ﹤0.01% 3298
2016
Q1 		$6K Hold
97
– – ﹤0.01% 3478
2015
Q4 		$6K Buy
97
+39
+67% +$2.44K ﹤0.01% 3571
2015
Q3 		$3K Buy
+58
New +$3.4K ﹤0.01% 3803
2014
Q4 		– Sell
-39
Closed -$2K – 4156
2014
Q3 		$2K Sell
39
-86
-69% -$3.2K ﹤0.01% 3634
2014
Q2 		$4K Sell
125
-25
-17% -$833 ﹤0.01% 3292
2014
Q1 		$5K Buy
+150
New +$5.05K ﹤0.01% 3060

Other funds holding BLKB

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Creative Planning's BLKB Position: Q2 2026 in Review

Creative Planning increased its Blackbaud (BLKB) stake by 317% in Q2 2026, buying an estimated $1.75M and bringing the position to 70,009 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

Creative Planning first reported a position in BLKB in Q1 2014 and has held it in 22 quarters since. 283 funds tracked by Wall St. Rank hold BLKB as of Q2 2026.

  • Creative Planning held 70,009 shares of Blackbaud worth $2.07M as of Q2 2026.
  • Creative Planning bought 53,226 Blackbaud shares in Q2 2026, an estimated $1.75M.
  • Blackbaud made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2060 holding.
  • Creative Planning first reported a position in Blackbaud in Q1 2014 and has held it in 22 quarters since.
  • 283 funds tracked by Wall St. Rank held Blackbaud as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.