CFO
BL icon

CVA Family Office’s BlackLine BL Stock Holding History

CVA Family Office’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
-615
Closed -$34K – 1842
2025
Q4 		$34K Hold
615
– – ﹤0.01% 609
2025
Q3 		$32.7K Hold
615
– – ﹤0.01% 613
2025
Q2 		$34.8K Hold
615
– – ﹤0.01% 595
2025
Q1 		$29.8K Hold
615
– – ﹤0.01% 614
2024
Q4 		$37.4K Hold
615
– – 0.01% 572
2024
Q3 		$33.9K Hold
615
– – 0.01% 572
2024
Q2 		$29.8K Hold
615
– – 0.01% 583
2024
Q1 		$39.7K Hold
615
– – 0.01% 530
2023
Q4 		$38.4K Buy
+615
New +$34.8K 0.01% 518
2023
Q3 		– Sell
-615
Closed -$33.1K – 316
2023
Q2 		$33.1K Hold
615
– – 0.01% 527
2023
Q1 		$41.3K Hold
615
– – 0.01% 475
2022
Q4 		$41.4K Hold
615
– – 0.01% 453
2022
Q3 		$37K Hold
615
– – 0.01% 429
2022
Q2 		$41K Hold
615
– – 0.01% 407
2022
Q1 		$45K Hold
615
– – 0.01% 419
2021
Q4 		$64K Buy
+615
New +$71.3K 0.02% 314
2021
Q3 		– Sell
-634
Closed -$71K – 424
2021
Q2 		$71K Buy
+634
New +$69.2K 0.02% 296

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

CVA Family Office's BL Position: Q1 2026 in Review

CVA Family Office sold out of BlackLine (BL) in Q1 2026, closing a stake of 615 shares — an estimated $34K sold.

CVA Family Office first reported a position in BL in Q2 2021 and held it in 17 quarters. The position peaked at $71K in Q2 2021. 277 funds tracked by Wall St. Rank hold BL as of Q1 2026.

  • CVA Family Office reported no remaining BlackLine position as of Q1 2026 after selling out during the quarter.
  • CVA Family Office sold 615 BlackLine shares in Q1 2026, an estimated $34K.
  • CVA Family Office first reported a position in BlackLine in Q2 2021 and held it in 17 quarters.
  • CVA Family Office's BlackLine position peaked at $71K in Q2 2021.
  • 277 funds tracked by Wall St. Rank held BlackLine as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.